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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 Time
Held (Qtrs)
CDWM
7651
Campbell Deegan Wealth Management
Virginia
$141M +$16.1M +13% 10.7% – 58 12.07% 4.3
BCWM
7652
Ball & Co Wealth Management
Tennessee
$141M +$21.5M +18% 5.94% – 90 31.11% 4.7
AFC
7653
Avise Financial Cooperative
California
$141M +$20.1M +17% 10.5% – 121 21.49% 1.6
SPA
7654
Sound Portfolio Advisors
Connecticut
$141M +$17.8M +14% 10.4% – 50 16% 1.5
MW
7655
Marrick Wealth
California
$141M +$21.9M +18% 11.9% – 65 24.62% 1.6
NSG
7656
Nalls Sherbakoff Group
Tennessee
$141M +$4.74M +3% 10.8% – 422 12.32% 20.1
POIA
7657
Pin Oak Investment Advisors
Texas
$141M -$830K -0.6% 9.71% 62.7% 602 22.92% 15.2
PBRA
7658
Pine Brook Road Advisors
New York
$140M +$2.72M +2% 27.4% – 1 0% 10
FL
7659
Fourthstone LLC
Missouri
$140M -$449M -76% 14% 104% 68 72.06% 5.8
CCM
7660
Cobalt Capital Management
New Jersey
$140M -$38.1M -21% 32.1% 235% 37 64.86% 3
ECM
7661
Ethos Capital Management
Pennsylvania
$140M +$23.9M +20% 31.5% – 64 20.31% 1.7
GCM
7662
Graver Capital Management
Ohio
$140M +$8.74M +7% 11.1% – 26 3.85% 5.6
MPCA
7663
Madison Park Capital Advisors
Washington
$140M +$13.1M +10% 10.2% – 67 10.45% 7.4
WAU
7664
Wellington-Altus USA
Manitoba, Canada
$140M -$29.4M -17% 10.8% – 737 16.28% 1.8
LSC
7665
Lesa Sroufe & Co
Washington
$140M -$6.68M -5% 0.85% – 74 17.57% 21
VWM
7666
Vigil Wealth Management
Florida
$140M +$16.5M +13% 12.1% – 82 9.76% 1.8
MCFP
7667
Mallini Complete Financial Planning
Florida
$140M +$13.9M +11% 8.53% – 70 4.29% 4.4
AA
7668
Armor Advisors
New York
$140M -$158M -53% 6.13% 78.5% 19 21.05% 4.7
DWA
7669
Delta Wealth Advisors
Indiana
$140M +$8.58M +7% 9.83% – 47 4.26% 6.5
MWM
7670
MFG Wealth Management
Indiana
$140M +$19.2M +16% 22.4% – 70 22.86% 3.3
AUIM
7671
Aegon USA Investment Management
Iowa
$140M +$11.9M +9% 11.9% 39.9% 42 4.76% 8.5
SAM
7672
Stenahm Asset Management
Guernsey
$140M -$66.2M -32% 6.35% – 22 50% 7.2
OCA
7673
Odyssey Capital Advisors
Pennsylvania
$140M +$28M +25% 22.1% – 106 13.21% 1.8
NL
7674
NorthAvenue LLC
Ohio
$140M +$13.8M +11% 8.4% – 325 21.54% 1.6
SMCM
7675
Sky-Mountain Capital Management
Idaho
$140M +$192K +0.1% 3.49% – 41 12.2% 4