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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
PM
7001
Penbrook Management
New York
$143M +$10.2M +8% 12.7% 106% 112 16.07%
SMCM
7002
Sky-Mountain Capital Management
Idaho
$143M -$7.29M -5% 5.01% 39 10.26%
RCM
7003
RMR Capital Management
California
$143M +$3.28M +2% 5.02% 80 8.75%
SWMG
7004
Stillwater Wealth Management Group
Florida
$143M 8.65% 76
KFSN
7005
Keystone Financial Services (Nebraska)
Nebraska
$143M +$11.3M +9% 6.86% 54 7.41%
MFS
7006
Monetta Financial Services
Illinois
$143M +$5.2M +4% 14.2% 275% 69 40.58%
BAM
7007
Brickwood Asset Management
United Kingdom
$143M +$6.71M +5% 11.5% 9 11.11%
IW
7008
Instrumental Wealth
Florida
$143M +$16.8M +13% 6.99% 34.2% 74 24.32%
1WM
7009
1858 Wealth Management
Ohio
$142M +$6.85M +5% 8.51% 132 25.76%
SRSA
7010
S.R. Schill & Associates
Washington
$142M +$6.64M +5% 5.53% 36.7% 27 11.11%
HA
7011
HC Advisors
Georgia
$142M +$741K +0.5% 6.84% 63.5% 63 7.94%
CCG
7012
Coastwise Capital Group
California
$142M +$16.5M +13% 9.16% 88.8% 133 8.27%
CCM
7013
Collar Capital Management
Wisconsin
$142M +$23.3M +20% 12.2% 74 13.51%
AC
7014
Avant Capital
Louisiana
$142M +$13.2M +10% 7.14% 81 14.81%
NWM
7015
Nova Wealth Management
Florida
$142M +$5.83M +4% 7.96% 770 28.18%
GWA
7016
Genesis Wealth Advisors
Massachusetts
$142M +$8.55M +6% 6.19% 64 4.69%
BOM
7017
Bank of Marin
California
$142M +$9.21M +7% 7.26% 80.3% 134 8.96%
CFGW
7018
Chancellor Financial Group WB
Pennsylvania
$142M +$12.3M +9% 10.6% 140 9.29%
DQRIM
7019
Dale Q Rice Investment Management
Washington
$142M +$21.1M +18% 19.1% 69 5.8%
SWA
7020
Safir Wealth Advisors
New Hampshire
$142M +$5.27M +4% 5.81% 46.4% 16 18.75%
DG
7021
Daventry Group
New York
$141M -$103M -42% 10.9% 26.2% 9 44.44%
CMMS
7022
Comprehensive Money Management Services
Florida
$141M +$9.49M +7% 7.09% 191 6.28%
VB
7023
Value Base
Israel
$141M -$33.8M -19% 14.1% 7 0%
BW
7024
Basepoint Wealth
Iowa
$141M +$11.7M +9% 13.8% 113% 108 7.41%
CWM
7025
Comprehensive Wealth Management
Washington
$141M +$16.9M +14% 5.22% 36.9% 39 0%