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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
TPBG
7026
Turning Point Benefit Group
Maryland
$132M +$25.1M +23% 6.85% 80 20%
SCM
7027
Sunbeam Capital Management
Georgia
$132M +$27M +26% 11.4% 92 14.13%
CC
7028
Commons Capital
Massachusetts
$132M +$23M +21% 18.5% 137% 123 30.89%
NDBT
7029
North Dallas Bank & Trust
Texas
$132M 9.18% 99
BGAI
7030
Bruce G. Allen Investments
Colorado
$132M +$5.62M +4% 5.09% 1,147 11.07%
PBRA
7031
Pine Brook Road Advisors
New York
$132M +$4.21M +3% 3.39% 2 0%
LFA
7032
Laraway Financial Advisors
Minnesota
$132M +$5.97M +5% 8.41% 92.3% 125 3.2%
CMMS
7033
Comprehensive Money Management Services
Florida
$132M +$7.96M +6% 4.9% 189 7.94%
OO
7034
Obsido Oy
$132M +$15.1M +13% 10.2% 20 0%
MWA
7035
Merkkuri Wealth Advisors
New York
$132M +$15M +13% 7.3% 86 9.3%
TL
7036
Tradewinds LLC
North Carolina
$132M -$223M -63% 7.3% 273 92.67%
CP
7037
Catalys Pacific
Japan
$132M -$17M -11% 9.04% 2 0%
CAIM
7038
Catherine Avery Investment Management
Florida
$132M +$20M +18% 9.75% 176 14.2%
OC
7039
Opinicus Capital
Florida
$132M +$18.5M +16% 13.1% 108 11.11%
KFSN
7040
Keystone Financial Services (Nebraska)
Nebraska
$132M +$13.5M +11% 8.01% 51 7.84%
FI
7041
FWG Investments
Kentucky
$132M +$46.3M +54% 8.97% 111 59.46%
BC
7042
Blantyre Capital
United Kingdom
$132M -$27M -17% 17% 1 0%
MCM
7043
Moon Capital Management
New York
$132M +$5.28M +4% 8.39% 76.3% 17 52.94%
AF
7044
AtlasMark Financial
Texas
$131M +$23.7M +22% 9.44% 39 0%
ICMP
7045
Integrated Capital Management (Pennsylvania)
Pennsylvania
$131M +$5.73M +5% 4.43% 38.3% 76 14.47%
DAM
7046
Diamant Asset Management
Connecticut
$131M -$453K -0.3% 3.26% 66.9% 74 6.76%
IAG
7047
Ipsen Advisor Group
Arkansas
$131M +$15.1M +13% 5.28% 101 8.91%
ADBIC
7048
A.D. Beadell Investment Counsel
Wisconsin
$131M +$11.1M +9% 7.37% 74.9% 94 14.89%
SR
7049
Summer Road
Florida
$131M +$27.6M +27% 26.2% 130% 27 14.81%
BCA
7050
Bay Capital Advisors
Virginia
$131M +$11.1M +9% 10.3% 115 7.83%