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
BWM
4501
BNC Wealth Management
Oregon
$165M -$25.9M -14% 120
NEGWA
4502
New England Guild Wealth Advisors
Connecticut
$165M +$3.36M +2% 71
IM
4503
Islet Management
New York
$165M -$182M -52% 111
PWM
4504
Provident Wealth Management
Tennessee
$165M +$7.68M +5% 99
JA
4505
JVL Associates
Michigan
$165M +$21.5M +15% 45
PHAM
4506
Palisades Hudson Asset Management
Florida
$165M -$13M -7% 104
BCM
4507
Beddow Capital Management
Wyoming
$165M -$4.73M -3% 52
LCM
4508
Leisure Capital Management
California
$165M -$27.6M -14% 132
BKA
4509
Brick & Kyle Associates
Pennsylvania
$165M -$13.5M -8% 58
CWM
4510
Castle Wealth Management
Florida
$165M -$7.04M -4% 776
SAM
4511
Sandbar Asset Management
United Kingdom
$165M -$53.1M -24% 75
HCM
4512
HMS Capital Management
Tennessee
$165M -$6.31M -4% 130
HFS
4513
Heritage Financial Services
Massachusetts
$165M -$14.7M -8% 546
ITIM
4514
Indiana Trust & Investment Management
Indiana
$165M -$14.2M -8% 118
CPWA
4515
Cerro Pacific Wealth Advisors
California
$165M +$4.74M +3% 151
SCS
4516
Syquant Capital SAS
France
$165M +$75M +84% 50
SFS
4517
Stiles Financial Services
Minnesota
$165M -$1.66M -1% 189
PK
4518
Pflug Koory
Nebraska
$164M -$9M -5% 481
MSFP
4519
Mark Sheptoff Financial Planning
Connecticut
$164M -$9.73M -6% 404
PFT
4520
Providence First Trust
Arizona
$164M -$13.7M -8% 142
SI
4521
Saxon Interests
Texas
$164M -$1.02M -0.6% 162
PCM
4522
Pinnbrook Capital Management
New York
$164M +$86.3M +111% 68
SCM
4523
Solas Capital Management
Connecticut
$164M -$3.6M -2% 25
WI
4524
Wahed Invest
New York
$164M +$1.96M +1% 259
BDCM
4525
Black Diamond Capital Management
Connecticut
$164M -$20.4M -11% 12