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
RI
4501
Ridgewood Investments
New Jersey
$128M +$6.87M +6% 183
TA
4502
Townsend & Associates
Colorado
$128M +$8.71M +7% 75
APWM
4503
Atlas Private Wealth Management
New York
$128M +$3.52M +3% 511
JWM
4504
Jeppson Wealth Management
California
$128M 511
GWM
4505
Gray Wealth Management
Maine
$128M +$11.8M +10% 98
MA
4506
Menlo Advisors
California
$128M -$495K -0.4% 37
CLCM
4507
Crawford Lake Capital Management
New Jersey
$128M +$20.9M +20% 79
SWM
4508
Selective Wealth Management
Virginia
$127M +$6.79M +6% 434
YAL
4509
Your Advocates Ltd
Texas
$127M -$17M -12% 185
WFWM
4510
Wechter Feldman Wealth Management
New Jersey
$127M +$17.1M +16% 25
BA
4511
Baugh & Associates
Georgia
$127M +$2.1M +2% 40
GTCM
4512
Gyon Technologies Capital Management
New Jersey
$127M +$86.1M +208% 314
MTM
4513
Millennium TVP Management
New York
$127M 5
JF
4514
JSF Financial
California
$127M +$11.8M +10% 80
HHRDM
4515
H&H Retirement Design & Management
Nevada
$127M +$14.3M +13% 55
PCMC
4516
Private Capital Management (Colorado)
Colorado
$127M -$4.85M -4% 97
PFG
4517
Pacific Financial Group
Washington
$127M +$31.2M +33% 137
BHBT
4518
Burke & Herbert Bank & Trust
Virginia
$127M +$12M +10% 133
AFC
4519
Adaptive Financial Consulting
Ohio
$127M +$13.3M +12% 18
MCA
4520
Magnolia Capital Advisors
Mississippi
$127M +$49.2M +63% 111
WFA
4521
Wade Financial Advisory
California
$127M +$11.2M +10% 73
BCWM
4522
Blue Chip Wealth Management
Florida
$127M +$21.2M +20% 118
BWM
4523
Benchmark Wealth Management
Connecticut
$127M +$9.44M +8% 50
BCM
4524
Burrage Capital Management
Massachusetts
$127M -$16.2M -11% 29
BIP
4525
Blueprint Investment Partners
North Carolina
$127M -$30.3M -19% 65