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
BMCM
4301
Bryn Mawr Capital Management
Pennsylvania
$118M +$7M +6% 90
CIA
4302
Cascade Investment Advisors
Oregon
$118M +$6.31M +6% 250
MG
4303
MilWealth Group
Wisconsin
$118M +$6.34M +6% 67
TA
4304
Trellis Advisors
Washington
$118M +$6.64M +6% 51
LIM
4305
Longfellow Investment Management
Massachusetts
$118M -$49.6M -30% 145
MSWM
4306
Mader & Shannon Wealth Management
Missouri
$118M +$6.09M +5% 19
NSB
4307
Norway Savings Bank
Maine
$118M +$3.96M +3% 251
SCM
4308
SkyTop Capital Management
New Jersey
$117M +$10.6M +10% 14
BDF
4309
Black Diamond Financial
Maryland
$117M +$5.55M +5% 58
SB
4310
Strategic Blueprint
Georgia
$117M +$7.07M +6% 74
TVWM
4311
Tower View Wealth Management
Wisconsin
$117M +$4.51M +4% 152
CB
4312
CNB Bank
Pennsylvania
$117M -$77M -40% 528
HCM
4313
Hall Capital Management
Rhode Island
$117M +$2.29M +2% 85
DRS
4314
Deane Retirement Strategies
Louisiana
$117M +$2.49M +2% 55
SCM
4315
Stumpf Capital Management
Arizona
$117M +$20.3M +21% 15
LFGH
4316
Lee Financial Group Hawaii
Hawaii
$117M +$9.59M +9% 36
KAM
4317
Kavi Asset Management
New York
$117M -$32.4M -22% 25
HCM
4318
Horiko Capital Management
New York
$117M +$8.94M +8% 24
MI
4319
M3F Inc
Utah
$117M +$4.14M +4% 41
XS
4320
XR Securities
Illinois
$117M -$110M -49% 273
EGWAG
4321
Elwood & Goetz Wealth Advisory Group
Georgia
$117M +$7.83M +7% 29
FF
4322
Friedenthal Financial
New Jersey
$117M -$260K -0.2% 71
MCG
4323
MACRO Consulting Group
New Jersey
$116M +$12M +11% 62
BMA
4324
Brooks Moore & Associates
Tennessee
$116M +$6.83M +6% 96
AMAL
4325
Asset Management Advisors LLC
Oklahoma
$116M -$3.02M -3% 28