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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
BOM
7276
Bank of Marin
California
$145M +$3.05M +2% 3.35% 80.3% 135 7.41%
EB
7277
Exchange Bank
California
$145M +$499K +0.3% 3.47% 67.1% 126 5.56%
HA
7278
HC Advisors
Georgia
$145M +$2.21M +2% 2.66% 63.5% 62 4.84%
AF
7279
Amara Financial
California
$144M +$8.62M +6% 2.66% 48 6.25%
CPA
7280
Compass Planning Associates
Massachusetts
$144M +$35.3M +32% 1.25% 31 9.68%
BAWM
7281
Bennett Associates Wealth Management
Pennsylvania
$144M +$6.52M +5% 1.4% 62 32.26%
RW
7282
Ridgeline Wealth
Arizona
$144M +$8.72M +6% 2.96% 54 9.26%
II
7283
Impact Investors
California
$144M -$7.68M -5% 1.06% 103 9.71%
CSA
7284
Cornerstone Select Advisors
Missouri
$144M +$8.12M +6% 5.56% 124 16.94%
TA
7285
Teton Advisors
New York
$144M -$18M -11% 2.19% 139% 164 8.54%
CWP
7286
Cornerstone Wealth Partners
Michigan
$144M 2.38% 17
CPA
7287
Cathy Pareto & Associates
Florida
$144M +$11.5M +9% 3.22% 94 6.38%
CAM
7288
Campion Asset Management
Virginia
$144M +$3.18M +2% 2.37% 70.2% 83 3.61%
OCM
7289
Occam Crest Management
Connecticut
$144M -$20.4M -12% 11.4% 34 26.47%
FA
7290
FSA Advisors
Michigan
$144M +$17.6M +14% 1.31% 245 55.51%
SWM
7291
Shepherd Wealth Management
Ohio
$144M -$6.64M -4% 0.82% 49 24.49%
DC
7292
Dahring Cusmano
Michigan
$144M +$5.36M +4% 1.59% 53 7.55%
BAM
7293
Brickwood Asset Management
United Kingdom
$144M +$940K +0.7% 5.37% 11 45.45%
SIP
7294
Stoneridge Investment Partners
Pennsylvania
$144M -$2.12M -1% 0.06% 44.2% 167 51.5%
AGP
7295
Aspire Growth Partners
Florida
$144M +$6.79M +5% 3.68% 126 8.73%
SWM
7296
SpringVest Wealth Management
Texas
$144M +$7.51M +6% 1.23% 73 10.96%
MCM
7297
Masterton Capital Management
New York
$143M -$39M -21% 2.88% 1.94% 25 28%
OC
7298
Opinicus Capital
Florida
$143M -$931K -0.6% 3.94% 115 16.52%
PAYA
7299
Phil A. Younker & Associates
Alaska
$143M +$12.9M +10% 0.87% 38 18.42%
LAMNM
7300
Longview Asset Management (New Mexico)
New Mexico
$143M -$1.44M -1% 2.39% 57 17.54%