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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
API
7001
Asset Planning Inc
California
$133M +$5.22M +4% 6.34% 308 7.47%
AFM
7002
Aspetuck Financial Management
Connecticut
$133M +$16.4M +14% 15.8% 73 8.22%
FAM
7003
Fairtree Asset Management
South Africa
$133M +$8.37M +7% 6.25% 117 32.48%
BCM
7004
Bluefin Capital Management
New York
$133M -$5.92M -4% 25.3% 187 68.45%
EAM
7005
Eschler Asset Management
United Kingdom
$133M +$92.2M +228% 19.2% 274% 78 74.36%
BOM
7006
Bank of Marin
California
$133M +$54.1M +69% 11.4% 80.3% 136 41.18%
NWM
7007
Navigoe Wealth Management
California
$132M +$17M +15% 6.66% 190 10.53%
OCM
7008
Octahedron Capital Management
California
$132M +$17.6M +15% 31.4% 234% 25 36%
AI
7009
Axos Invest
Nevada
$132M +$3.42M +3% 8.47% 22 0%
OIM
7010
Oder Investment Management
California
$132M +$14.6M +12% 17% 97.5% 99 7.07%
AIS
7011
Accredited Investor Services
Minnesota
$132M +$12.6M +11% 10.2% 73 8.22%
KCIC
7012
Kuhn & Co Investment Counsel
Illinois
$132M +$13.7M +12% 8.38% 135 8.15%
LAMNM
7013
Longview Asset Management (New Mexico)
New Mexico
$132M +$15.8M +14% 8.97% 59 13.56%
PI
7014
Pachira Investments
California
$132M -$10M -7% 9.5% 72.6% 58 13.79%
MWM
7015
Moulton Wealth Management
Washington
$132M +$1.1M +0.8% 5.14% 47.1% 43 34.88%
PC
7016
Panoramic Capital
California
$132M +$45.7M +53% 37.8% 49 61.22%
BCM
7017
BML Capital Management
Indiana
$132M +$8.62M +7% 14.9% 349% 29 24.14%
IA
7018
IFS Advisors
Kansas
$132M +$9.01M +7% 7.69% 48.3% 205 20%
ACM
7019
Alethea Capital Management
Washington
$132M -$1.89M -1% 5.51% 275% 33 72.73%
GEH
7020
General Equity Holdings
New York
$132M +$21.8M +20% 48.1% 775% 10 40%
CAP
7021
Columbia Advisory Partners
Washington
$132M +$16.8M +15% 7.25% 63.7% 84 19.05%
RWM
7022
Riverbend Wealth Management
South Carolina
$132M +$20.3M +18% 10% 144 23.61%
AIA
7023
Affinity Investment Advisors
California
$132M +$9.32M +8% 14.6% 189% 163 32.52%
TPBG
7024
Turning Point Benefit Group
Maryland
$132M +$25.1M +23% 6.85% 80 20%
SCM
7025
Sunbeam Capital Management
Georgia
$132M +$27M +26% 11.4% 92 14.13%