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
3101
B. Riley Wealth Management
Tennessee
$135M -$19.8M -13% 1,255
PFM
3102
PacWest Financial Management
Arizona
$135M -$113K -0.1% 88
BAM
3103
Brave Asset Management
New Jersey
$134M -$7.39M -5% 454
WA
3104
Winfield Associates
Ohio
$134M -$3.57M -3% 321
LI
3105
LVZ Inc
Michigan
$134M -$457K -0.3% 26
MIM
3106
Midwest Investment Management
Ohio
$134M -$2.95M -2% 58
WGCA
3107
Wolf Group Capital Advisors
Virginia
$134M -$3.55M -3% 100
MIC
3108
Meridian Investment Counsel
California
$134M +$4.2M +3% 149
AEC
3109
Advance Emerging Capital
United Kingdom
$134M -$9M -6% 13
TF
3110
Trutina Financial
Washington
$134M -$1.77M -1% 69
WOC
3111
West Oak Capital
California
$134M -$4.43M -3% 320
GAG
3112
GM Advisory Group
New York
$133M +$18.1M +16% 92
GAM
3113
Garrison Asset Management
Arkansas
$133M -$5.12M -4% 87
FPCP
3114
Fort Point Capital Partners
California
$133M +$20.2M +18% 64
CRCM
3115
Crystal Rock Capital Management
Illinois
$133M -$8.8M -6% 33
LJHT
3116
Laurie J. Hall Trustee
$133M -$62K -0% 89
COPM
3117
Charter Oak Partners Management
Connecticut
$133M -$51.4M -28% 36
SAM
3118
Sequent Asset Management
Texas
$133M -$6.14M -4% 64
DJC
3119
Daily Journal Corp
California
$133M +$2.65M +2% 4
KFP
3120
Keystone Financial Planning
Ohio
$133M -$266K -0.2% 49
BREA
3121
Barings Real Estate Advisers
Connecticut
$132M -$4.12M -3% 49
KCM
3122
KSA Capital Management
New Jersey
$132M -$14.2M -10% 55
AWA
3123
Arete Wealth Advisors
Illinois
$132M +$3.95M +3% 152
TCM
3124
Tradewinds Capital Management
Washington
$132M +$476K +0.4% 673
ATC
3125
Adirondack Trust Company
New York
$132M +$1.04M +0.8% 359