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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
BOM
6876
Bank of Marin
California
$142M +$9.21M +7% 134
DQRIM
6877
Dale Q Rice Investment Management
Washington
$142M +$21.1M +18% 69
SWA
6878
Safir Wealth Advisors
New Hampshire
$142M +$5.27M +4% 16
DG
6879
Daventry Group
New York
$141M -$103M -42% 9
CMMS
6880
Comprehensive Money Management Services
Florida
$141M +$9.49M +7% 191
VB
6881
Value Base
Israel
$141M -$33.8M -19% 7
BW
6882
Basepoint Wealth
Iowa
$141M +$11.7M +9% 108
WLC
6883
Walnut Level Capital
Colorado
$141M +$16.2M +13% 36
CWM
6884
Comprehensive Wealth Management
Washington
$141M +$16.9M +14% 39
JWM
6885
JDH Wealth Management
California
$141M +$10.3M +8% 51
CAM
6886
Campion Asset Management
Virginia
$141M +$7.6M +6% 84
FFS
6887
Flavin Financial Services
Florida
$141M +$37.7M +37% 73
GWA
6888
Gibson Wealth Advisors
Texas
$141M +$6.17M +5% 41
SVBP
6889
Strategic Value Bank Partners
Ohio
$141M -$34.3M -20% 16
CIM
6890
Chapman Investment Management
California
$141M -$2.7M -2% 32
CFGW
6891
Chancellor Financial Group WB
Pennsylvania
$141M +$11.9M +9% 139
MFG
6892
Mosaic Financial Group
Illinois
$141M +$9.84M +8% 124
DI
6893
Disciplined Investors
Texas
$140M +$12.1M +9% 126
IIM
6894
Illumine Investment Management
Washington
$140M +$14.7M +12% 94
WGS
6895
Washington Growth Strategies
District of Columbia
$140M +$9.36M +7% 53
LFA
6896
Longview Financial Advisors
Alabama
$140M +$22.5M +19% 45
WFS
6897
WealthGarden F.S.
California
$140M +$19.7M +16% 157
WCM
6898
Washington Capital Management
Washington
$140M +$5.56M +4% 133
PWA
6899
Principia Wealth Advisory
Texas
$140M +$22.4M +19% 1,018
SRHG
6900
Stone Ridge Holdings Group
New York
$140M -$142M -50% 43