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
BWAM
4051
Boyd Watterson Asset Management
Ohio
$251M +$5.51M +2% 428
DMKJ
4052
David M. Knott Jr
$251M -$3.22M -1% 155
WAM
4053
Wakefield Asset Management
Colorado
$251M +$10.4M +4% 194
EFMC
4054
Empire Financial Management Company
New York
$251M +$5.79M +2% 201
TJHA
4055
Thomas J. Herzfeld Advisors
Florida
$251M +$3.89M +2% 357
BWP
4056
Bernardo Wealth Planning
Pennsylvania
$251M +$18M +8% 97
THL
4057
Tillman Hartley LLC
Colorado
$251M +$15.4M +7% 76
CWM
4058
Centric Wealth Management
Illinois
$251M +$20.3M +9% 125
NL
4059
Navalign LLC
California
$251M +$11.5M +5% 117
AWA
4060
Aquire Wealth Advisors
Utah
$251M +$22.1M +10% 40
CFG
4061
Carr Financial Group
Massachusetts
$251M +$23.6M +10% 184
PCA
4062
PL Capital Advisors
Florida
$250M -$33.1M -12% 40
CCM
4063
Carronade Capital Management
Connecticut
$250M +$9.27M +4% 27
SGH
4064
Sivik Global Healthcare
Connecticut
$250M +$17.6M +8% 48
WMA
4065
West Michigan Advisors
Michigan
$250M +$74.1M +42% 263
WCM
4066
WealthBridge Capital Management
Ohio
$250M -$859K -0.3% 202
JCIA
4067
Jackson Creek Investment Advisors
Colorado
$250M +$11.8M +5% 378
FFA
4068
Fairfield Financial Advisors
Massachusetts
$250M +$19.2M +8% 334
AA
4069
Auxano Advisors
Washington
$250M -$55.9K -0% 106
WA
4070
WP Advisors
California
$250M +$7.49M +3% 105
CA
4071
Crumly & Associates
Illinois
$250M +$19.5M +8% 124
BFA
4072
BBJS Financial Advisors
Washington
$250M +$4.28M +2% 133
RFWA
4073
RPg Family Wealth Advisory
Massachusetts
$250M +$67.6M +37% 123
SCP
4074
Syntal Capital Partners
Texas
$250M -$24M -9% 127
GCA
4075
Gradient Capital Advisors
California
$249M +$14.2M +6% 142