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
BLAM
4576
Bourne Lent Asset Management
New York
$264M +$2.7M +1% 63
OWM
4577
OneAscent Wealth Management
Alabama
$263M +$71.1M +37% 185
SAM
4578
Socorro Asset Management
Texas
$263M +$6.65M +3% 33
DP
4579
Denver PWM
Colorado
$263M +$12.6M +5% 241
HCM
4580
Heathbridge Capital Management
Ontario, Canada
$263M +$27.1M +12% 29
OCPWS
4581
One Charles Private Wealth Services
Massachusetts
$263M +$22.7M +9% 160
FP
4582
FFG Partners
Florida
$263M +$24.8M +10% 31
BCL
4583
Bracebridge Capital LLC
Massachusetts
$263M +$63.8M +32% 44
BCIM
4584
Bishop & Co Investment Management
Pennsylvania
$263M +$97.8M +59% 25
ACM
4585
ADW Capital Management
Florida
$263M -$152M -37% 5
IPW
4586
Intergy Private Wealth
Colorado
$263M +$20.1M +8% 89
MFA
4587
Morling Financial Advisors
California
$262M +$33M +14% 102
KFA
4588
Kelleher Financial Advisors
New York
$262M +$18.9M +8% 123
CHJWM
4589
Carlton Hofferkamp & Jenks Wealth Management
Texas
$262M +$6.76M +3% 140
EMAM
4590
Encompass More Asset Management
California
$262M +$122M +87% 205
ACM
4591
Anfield Capital Management
California
$262M +$56.4M +27% 473
EM
4592
Excalibur Management
Massachusetts
$262M +$17.1M +7% 172
PAM
4593
Pegasus Asset Management
New York
$262M +$1.14M +0.4% 74
LFA
4594
Level Financial Advisors
New York
$262M +$31.3M +14% 76
CIM
4595
Corbyn Investment Management
Maryland
$262M +$19.6M +8% 66
CA
4596
Calton & Associates
Florida
$262M +$61.9M +31% 282
TPW
4597
Transatlantique Private Wealth
New York
$262M +$16.6M +7% 229
VC
4598
Veracity Capital
Georgia
$262M +$21.9M +9% 214
JGCM
4599
Joseph Group Capital Management
Ohio
$262M +$68.9M +36% 82
RW
4600
Rede Wealth
Virginia
$261M +$153M +141% 104