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
DWMG
5001
DB Wealth Management Group
California
$156M +$10.3M +7% 394
HCM
5002
Hutner Capital Management
Vermont
$156M +$3.75M +2% 47
OCM
5003
Orleans Capital Management
Louisiana
$156M +$8.97M +6% 81
SSCM
5004
Summit Street Capital Management
New York
$156M +$1.98M +1% 33
FMB
5005
Field & Main Bank
Kentucky
$156M +$16.7M +12% 209
AWA
5006
ARQ Wealth Advisors
Arizona
$156M +$1.38M +0.9% 52
MRI
5007
Mad River Investors
Massachusetts
$156M +$5.85M +4% 25
OPWM
5008
Oakwell Private Wealth Management
Texas
$156M +$14.6M +10% 65
BCM
5009
Brooktree Capital Management
Michigan
$156M +$6.52M +4% 43
CWM
5010
Concentrum Wealth Management
California
$156M +$23.3M +18% 58
RI
5011
Ridgewood Investments
New Jersey
$156M -$7.49M -5% 207
EFIC
5012
Eliot Finkel Investment Counsel
California
$156M +$178K +0.1% 31
BHBT
5013
Burke & Herbert Bank & Trust
Virginia
$156M +$9.6M +7% 150
DAM
5014
Doheny Asset Management
California
$155M +$7.81M +5% 105
MWA
5015
Moser Wealth Advisors
Washington
$155M +$12.9M +9% 175
SIAG
5016
Signet Investment Advisory Group
Rhode Island
$155M +$26.2M +20% 95
AWM
5017
Altus Wealth Management
Kentucky
$155M +$14.3M +10% 36
BAM
5018
Boyar Asset Management
New York
$155M +$7.35M +5% 85
TWA
5019
TPB Wealth Advisors
Texas
$155M +$38.7M +33% 39
HCM
5020
Hall Capital Management
Rhode Island
$155M 95
MCM
5021
Masterton Capital Management
New York
$155M +$17M +12% 24
TWS
5022
Thomas W. Smith
$155M +$11M +8% 8
LI
5023
Lakestar II
Guernsey
$155M -$165M -52% 2
P
5024
&Partners
Tennessee
$155M +$17.1M +12% 183
SCM
5025
Spreng Capital Management
Ohio
$155M +$10.9M +8% 108