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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
BDPWM
8276
Barnes Dennig Private Wealth Management
Ohio
$99.6M +$6.51M +7% 9.69% 350 25.71%
PBK
8277
Peoples Bank (Kansas)
Kansas
$99.5M -$1.21M -1% 2.6% 63.3% 102 8.82%
SSCM
8278
Seven Six Capital Management
New York
$99.4M -$2.07M -2% 2.6% 28 17.86%
BV
8279
Boxwood Ventures
Illinois
$99.4M +$9.55M +11% 3.59% 88% 34 8.82%
JBC
8280
Jefferson Bridge Capital
Tennessee
$99.3M 3.23% 54
HCM
8281
Hicks Capital Management
Ohio
$99.3M +$38.1M +62% 1.72% 34 20.59%
VMMC
8282
V.M. Manning & Co
South Carolina
$99.1M -$10.6M -10% 3.4% 58 17.24%
SCA
8283
Sulzberger Capital Advisors
Florida
$99M +$9.36M +10% 2.53% 57 19.3%
RM
8284
RCW Management
Florida
$99M 2.2% 66
BAM
8285
Burkett Asset Management
$98.9M 4.93% 58
RFL
8286
RD Finance Ltd
Cyprus
$98.9M +$5.56M +6% 5.44% 28 57.14%
LWM
8287
Lionsbridge Wealth Management
Florida
$98.8M -$2.66M -3% 1.38% 66% 58 3.45%
BHPW
8288
Box Hill Private Wealth
Arizona
$98.8M 2.74% 55
HA
8289
Helium Advisors
Washington
$98.7M -$21M -18% 1.22% 97 23.71%
TIM
8290
Triad Investment Management
California
$98.7M 7.12% 36
AWM
8291
Apex Wealth Management
New Hampshire
$98.5M -$41.4M -30% 1.92% 62 24.19%
WM
8292
Whitford Management
New York
$98.5M -$1.09M -1% 0.19% 76.2% 32 62.5%
IC
8293
Inkwell Capital
Florida
$98.4M +$381K +0.4% 4.53% 29 0%
SCA
8294
Sensenig Capital Advisors
Pennsylvania
$98.4M 2.53% 33
WF
8295
Willow Financial
Arkansas
$98.4M 0.95% 40
OCM
8296
Objective Capital Management
Ohio
$98.2M +$1.6M +2% 1.33% 95 17.89%
PC
8297
Payne Capital
Oregon
$98.2M -$386K -0.4% 1.48% 56 7.14%
RRA
8298
Red Reef Advisors
Florida
$98.2M 2.85% 170
WIM
8299
Walsky Investment Management
Pennsylvania
$98.2M 4.18% 52
JBI
8300
John Boyer Inc
Florida
$98.2M -$2.13M -2% 2.02% 44 15.91%