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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
BRWM
2401
B. Riley Wealth Management
Tennessee
$407M 6.84% 32.4% 328
LF
2402
Lee Financial
Texas
$407M -$17.5M -4% 2.29% 69.7% 832 47.6%
KA
2403
KLCM Advisors
Wisconsin
$407M +$27.3M +7% 7.69% 122% 107 16.82%
SP
2404
Stairway Partners
Illinois
$406M -$975K -0.2% 2.77% 43.9% 10 10%
PWM
2405
Perigon Wealth Management
California
$406M +$73.3M +22% 9.32% 93.8% 275 30.18%
CNB
2406
Camden National Bank
Maine
$406M +$26.5M +7% 6.97% 48.8% 109 5.5%
CCM
2407
Cobalt Capital Management
New Jersey
$405M -$43.1M -10% 5.85% 235% 56 55.36%
RC
2408
Roundview Capital
New Jersey
$405M +$23.7M +6% 7% 77.7% 223 7.62%
AI
2409
Accredited Investors
Minnesota
$405M +$18.1M +5% 5.82% 74% 140 22.14%
RWA
2410
Ropes Wealth Advisors
Massachusetts
$405M +$34.7M +9% 7.84% 71% 609 20.03%
LTI
2411
Laffer Tengler Investments
Tennessee
$404M +$12.7M +3% 5.12% 96.5% 207 13.53%
CM
2412
Columbus Macro
Pennsylvania
$404M +$19M +5% 2.73% 46.8% 130 13.85%
VCA
2413
Verdence Capital Advisors
Maryland
$403M -$8.01M -2% 6.21% 97.1% 306 18.3%
AC
2414
Asturias Capital
New York
$403M -$85.5M -17% 7% 94.2% 32 59.38%
CFA
2415
Capstone Financial Advisors
Illinois
$402M +$69.3M +21% 5.46% 54.5% 92 10.87%
OCA
2416
Otter Creek Advisors
Florida
$402M -$70.8M -15% 8.2% 173% 88 43.18%
MCM
2417
MV Capital Management
Maryland
$402M +$16.6M +4% 4.16% 67.6% 385 17.92%
EF
2418
Empirical Finance
Pennsylvania
$402M +$7.22M +2% 2.26% 124% 174 32.76%
LIM
2419
Longfellow Investment Management
Massachusetts
$402M -$53.3M -12% 2.11% 45.9% 130 41.54%
ACM
2420
Academy Capital Management
Texas
$400M -$2.57M -0.6% 6.07% 71.2% 40 15%
SI
2421
Sprott Inc
Ontario, Canada
$400M -$88.2M -18% 7.13% 203% 103 18.45%
BCM
2422
BHZ Capital Management
California
$400M +$50M +14% 4% 3.24% 135 14.07%
LI
2423
LVZ Inc
Michigan
$400M +$5.7M +1% 3.39% 47.1% 82 25.61%
BTNA
2424
Bremer Trust National Association
Minnesota
$399M +$36.3M +10% 6.39% 31.2% 273 8.79%
SGK
2425
Steigerwald Gordon & Koch
Virginia
$398M +$21.1M +6% 8.27% 59.5% 92 10.87%