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
WCM
4051
WealthBridge Capital Management
Ohio
$242M -$7.9M -3% 191
BCM
4052
Birmingham Capital Management
Alabama
$242M +$3.19M +1% 104
BDA
4053
Borer Denton & Associates
Pennsylvania
$242M -$11.9M -5% 63
HNW
4054
High Note Wealth
Minnesota
$242M -$3.41M -1% 97
NF
4055
Nikulski Financial
Iowa
$242M -$190K -0.1% 134
SSI
4056
Scott & Selber Inc
Texas
$242M -$14.1M -6% 103
BA
4057
Bard Associates
Illinois
$242M -$16.2M -6% 190
PA
4058
Paragon Advisors
Texas
$241M -$66.5M -22% 130
GGPE
4059
Golden Gate Private Equity
California
$241M +$41.8M +21% 3
PCM
4060
Pennsylvania Capital Management
Pennsylvania
$241M +$7.95M +3% 93
TBWA
4061
Three Bridge Wealth Advisors
California
$241M +$4.75M +2% 95
UFA
4062
US Financial Advisors
Massachusetts
$241M +$5.41M +2% 75
KPWG
4063
KFA Private Wealth Group
Virginia
$241M -$550K -0.2% 78
AGP
4064
Artia Global Partners
Florida
$241M -$49.5M -17% 34
BCM
4065
Buckhead Capital Management
Georgia
$240M -$179M -43% 129
HI
4066
Humankind Investments
New York
$240M -$15.6M -6% 123
WA
4067
WP Advisors
California
$240M -$9.57M -4% 103
BWM
4068
BCS Wealth Management
Tennessee
$240M +$103M +75% 203
RG
4069
Retirement Group
California
$240M -$284K -0.1% 841
SIM
4070
Symetra Investment Management
Connecticut
$240M +$15M +7% 4
AWA
4071
Aquire Wealth Advisors
Utah
$240M -$10.8M -4% 39
CWM
4072
Chesapeake Wealth Management
Virginia
$240M -$13.9M -5% 155
MLIC
4073
Mandatum Life Insurance Company
Finland
$240M -$2.12M -0.9% 74
IMA
4074
Investment Management Associates
Colorado
$240M -$35.1M -13% 41
HBWM
4075
Hollow Brook Wealth Management
New York
$240M +$8.3M +4% 89