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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 Avg Holding
Period (Yrs)
FC
7126
Farley Capital
New York
$127M +$19.5M +18% 13.2% 105% 18 16.67% 5.3
BRIA
7127
Balanced Rock Investment Advisors
Massachusetts
$127M +$2M +2% 6.91% – 99 13.13% 1.2
PHIC
7128
Pine Haven Investment Counsel
Massachusetts
$127M +$8.13M +7% 9.51% 72.1% 116 6.9% 2.8
S
7129
Steadtrust
Texas
$127M – – 9.8% – 115 – 0
BC
7130
Barnett & Company
Tennessee
$127M +$7.48M +6% 3.17% 65.9% 86 16.28% 3.8
DW
7131
Durante & Waters
New York
$127M +$8.09M +7% 6.87% – 32 6.25% 1.3
TCM
7132
TAM Capital Management
Connecticut
$127M +$7.86M +7% 7.71% 4.15% 5 40% 0.5
CFP
7133
Comprehensive Financial Planning
Pennsylvania
$127M +$24.2M +24% 15.5% – 355 12.11% 0.5
SA
7134
Seneschal Advisors
Washington
$127M +$10.3M +9% 6.23% – 39 15.38% 0.4
FB
7135
Finward Bancorp
Indiana
$127M +$11.2M +10% 11.4% – 106 6.6% 0.5
PWCM
7136
Processus Wealth & Capital Management
Tennessee
$127M +$9.11M +8% 15.7% – 35 5.71% 1.4
RE
7137
Rydar Equities
Texas
$127M – – 12.1% – 95 – 0
CBCM
7138
Cook & Bynum Capital Management
Alabama
$127M -$1.62M -1% 0.26% 46.8% 6 0% 6.7
PPWM
7139
Perissos Private Wealth Management
Oklahoma
$126M +$16.8M +15% 6.69% – 81 22.22% 1
CWR
7140
Chico Wealth RIA
California
$126M +$11.2M +10% 10.1% 74.7% 33 9.09% 1.9
GCM
7141
Generation Capital Management
New York
$126M +$15.3M +14% 11.2% – 87 34.48% 0.4
BTC
7142
Bank & Trust Company
Illinois
$126M +$3.59M +3% 4.72% – 291 1.72% 1
EB
7143
Exchange Bank
California
$126M +$2.38M +2% 5.56% 75.2% 121 7.44% 1.7
ACM
7144
Ategra Capital Management
Virginia
$126M -$2.28M -2% 6.29% 114% 27 40.74% 2.1
BWLSA
7145
Blue Water Life Science Advisors
California
$126M +$25.4M +25% 31.4% 503% 8 12.5% 2.1
TCCP
7146
Tide Cove Capital Partners
California
$126M +$11.4M +10% 6.71% – 11 0% 0.5
HA
7147
HFG Advisors
Ohio
$126M +$9.2M +8% 8.14% 69.7% 107 21.5% 2.3
KOMWMG
7148
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$126M +$11.7M +10% 7.53% 60.2% 88 12.5% 2.6
LAS
7149
Legacy Advisory Services
Pennsylvania
$126M +$7.7M +7% 5.21% – 54 24.07% 1.1
EIM
7150
Emmett Investment Management
New York
$126M +$16.6M +15% 12.1% – 30 43.33% 0.3