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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
BAM
7001
Broyhill Asset Management
North Carolina
$123M +$9.42M +8% 1.23% 79 10.13%
ECP
7002
Epacria Capital Partners
Colorado
$123M +$4.59M +4% 8.48% 89.1% 44 13.64%
SAM
7003
Steinberg Asset Management
New York
$123M -$12.6M -9% 6.62% 130% 43 18.6%
SWM
7004
Seed Wealth Management
Illinois
$123M -$996K -0.8% 0.49% 58.4% 156 9.62%
FPWM
7005
Five Pine Wealth Management
Idaho
$123M +$4.2M +4% 0.54% 40 5%
BTC
7006
Bank & Trust Company
Illinois
$123M +$3.7M +3% 3.27% 292 3.42%
AIA
7007
Affinity Investment Advisors
California
$123M +$2.77M +2% 0.13% 189% 147 17.01%
DG
7008
DMC Group
Alabama
$123M -$193K -0.2% 0.01% 99.2% 140 17.86%
WA
7009
WESPAC Advisors
California
$123M -$13.2M -10% 2.85% 112% 210 50.95%
NFGH
7010
Nan Fung Group Holdings
Hong Kong
$123M +$5.7M +5% 4.72% 281% 36 5.56%
MVA
7011
Mount Vernon Associates
Maryland
$123M -$5.68M -4% 2.86% 119% 52 3.85%
KGC
7012
Kennon-Green & Company
Ohio
$123M +$6.82M +6% 6.7% 43.3% 42 2.38%
CCM
7013
Crew Capital Management
Ohio
$123M +$1.77M +1% 0.98% 104% 157 12.74%
AAS
7014
AdviceOne Advisory Services
Connecticut
$122M +$9.78M +9% 7.57% 33 12.12%
BWMG
7015
Bannerman Wealth Management Group
Texas
$122M +$1.49M +1% 1.53% 35 8.57%
KCAM
7016
Kagan Cocozza Asset Management
New Jersey
$122M +$1.95M +2% 0.18% 63 3.17%
GC
7017
Gratia Capital
California
$122M +$20.1M +20% 9.34% 42.4% 33 42.42%
RWM
7018
Refined Wealth Management
Utah
$122M -$9.13M -7% 3.94% 76.8% 30 20%
LA
7019
LPF Advisors
Florida
$122M +$2.63M +2% 1.47% 37 16.22%
IIM
7020
Illumine Investment Management
Washington
$122M +$592K +0.5% 1.31% 93 5.38%
PFA
7021
Petra Financial Advisors
Colorado
$122M -$25M -17% 2.52% 129% 152 26.97%
MWS
7022
MFA Wealth Services
California
$122M -$3.04M -2% 0.8% 110 5.45%
CW
7023
Code Waechter
Florida
$122M +$7.02M +6% 1.88% 139 36.69%
TC
7024
Tsai Capital
New York
$122M -$15.8M -12% 10.4% 29.2% 29 24.14%
GPW
7025
Gentry Private Wealth
Kansas
$122M +$97.5M +406% 2.52% 89 66.29%