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
BMCM
5001
Burns Matteson Capital Management
New York
$142M -$1.38M -1% 159
SFP
5002
Sterling Financial Planning
New Jersey
$142M -$16.6M -10% 99
OA
5003
Operose Advisors
Wisconsin
$142M -$2.53M -2% 327
LWP
5004
Laurel Wealth Planning
Minnesota
$142M -$6.04M -4% 293
APIM
5005
Agate Pass Investment Management
Washington
$142M -$18.2M -11% 97
WB
5006
West Bancorporation
Iowa
$142M -$19.2M -12% 331
CWA
5007
Clarus Wealth Advisors
Arizona
$142M -$18.7M -12% 124
TWM
5008
Triton Wealth Management
Arizona
$142M -$50.9M -26% 99
GB
5009
Goepper Burkhardt
South Carolina
$142M -$22.8M -14% 69
SIC
5010
Samalin Investment Counsel
New York
$142M -$23.1M -14% 258
JPLA
5011
Joseph P. Lucia & Associates
New York
$142M -$22.7M -14% 529
AWM
5012
Activest Wealth Management
Florida
$142M -$13.9M -9% 409
WC
5013
Westhampton Capital
North Carolina
$142M -$13.7M -9% 120
MMFA
5014
Main Management Fund Advisors
California
$141M -$13.1M -8% 11
ACM
5015
Ayrshire Capital Management
Connecticut
$141M -$28.2M -17% 54
MWM
5016
McNaughton Wealth Management
California
$141M -$12.3M -8% 54
BGI
5017
BlueDrive Global Investors
United Kingdom
$141M -$84.8M -38% 11
CPW
5018
Catalyst Private Wealth
California
$141M -$58.7M -29% 83
JIM
5019
JCP Investment Management
Texas
$141M +$462K +0.3% 19
SOAG
5020
Silver Oak Advisory Group
Oregon
$141M -$12.1M -8% 58
BMC
5021
Beaton Management Company
Massachusetts
$141M -$21M -13% 145
MAG
5022
Members Advisory Group
New York
$141M -$14.1M -9% 21
HSG
5023
Helen Stephens Group
Texas
$141M -$4.07M -3% 66
CPP
5024
Capasso Planning Partners
South Carolina
$141M -$764K -0.5% 103
AIM
5025
Aquila Investment Management
New York
$141M -$35.6M -20% 106