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
OP
5001
Osmium Partners
California
$157M +$58.7M +60% 13
AWM
5002
Aevitas Wealth Management
Massachusetts
$157M +$13.2M +9% 126
BMWM
5003
Brown Miller Wealth Management
Virginia
$157M +$15.1M +11% 121
CWA
5004
Capital Wealth Alliance
Arizona
$157M +$6.92M +5% 140
OFW
5005
Omnia Family Wealth
Florida
$156M +$21.6M +16% 68
FGIM
5006
First Growth Investment Manager
California
$156M +$26M +20% 30
DWMG
5007
DB Wealth Management Group
California
$156M +$10.3M +7% 394
HCM
5008
Hutner Capital Management
Vermont
$156M +$3.75M +2% 47
OCM
5009
Orleans Capital Management
Louisiana
$156M +$8.97M +6% 81
SSCM
5010
Summit Street Capital Management
New York
$156M +$1.98M +1% 33
FMB
5011
Field & Main Bank
Kentucky
$156M +$16.7M +12% 209
AWA
5012
ARQ Wealth Advisors
Arizona
$156M +$1.38M +0.9% 52
MRI
5013
Mad River Investors
Massachusetts
$156M +$5.85M +4% 25
OPWM
5014
Oakwell Private Wealth Management
Texas
$156M +$14.6M +10% 65
BCM
5015
Brooktree Capital Management
Michigan
$156M +$6.52M +4% 43
CWM
5016
Concentrum Wealth Management
California
$156M +$23.3M +18% 58
RI
5017
Ridgewood Investments
New Jersey
$156M -$7.49M -5% 207
EFIC
5018
Eliot Finkel Investment Counsel
California
$156M +$178K +0.1% 31
BHBT
5019
Burke & Herbert Bank & Trust
Virginia
$156M +$9.6M +7% 150
DAM
5020
Doheny Asset Management
California
$155M +$7.81M +5% 105
MWA
5021
Moser Wealth Advisors
Washington
$155M +$12.9M +9% 175
SIAG
5022
Signet Investment Advisory Group
Rhode Island
$155M +$26.2M +20% 95
AWM
5023
Altus Wealth Management
Kentucky
$155M +$14.3M +10% 36
BAM
5024
Boyar Asset Management
New York
$155M +$7.35M +5% 85
TWA
5025
TPB Wealth Advisors
Texas
$155M +$38.7M +33% 39