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
AWM
5026
Altus Wealth Management
Kentucky
$155M +$14.3M +10% 36
BAM
5027
Boyar Asset Management
New York
$155M +$7.35M +5% 85
TWA
5028
TPB Wealth Advisors
Texas
$155M +$38.7M +33% 39
HCM
5029
Hall Capital Management
Rhode Island
$155M 95
MCM
5030
Masterton Capital Management
New York
$155M +$17M +12% 24
TWS
5031
Thomas W. Smith
$155M +$11M +8% 8
LI
5032
Lakestar II
Guernsey
$155M -$165M -52% 2
P
5033
&Partners
Tennessee
$155M +$17.1M +12% 183
SCM
5034
Spreng Capital Management
Ohio
$155M +$10.9M +8% 108
SIC
5035
Samalin Investment Counsel
New York
$154M +$5.21M +3% 248
PPWM
5036
PFG Private Wealth Management
Florida
$154M +$8.88M +6% 58
SHA
5037
Seneca House Advisors
Virginia
$154M +$12.7M +9% 85
SC
5038
Steph & Co
Wisconsin
$154M +$10M +7% 243
SFP
5039
Sterling Financial Planning
New Jersey
$154M +$13.7M +10% 414
EIA
5040
Eastover Investment Advisors
North Carolina
$154M +$12.5M +9% 47
WC
5041
Wealth CMT
New Jersey
$154M -$15.8M -9% 19
YAL
5042
Your Advocates Ltd
Texas
$154M +$18.6M +14% 156
WC
5043
Westhampton Capital
North Carolina
$154M +$9.06M +6% 110
MP
5044
Marlowe Partners
New York
$154M -$15.2M -9% 9
WLPWM
5045
Walled Lake Planning & Wealth Management
Illinois
$154M +$9.52M +7% 326
SP
5046
SWS Partners
Ohio
$154M +$8.35M +6% 86
HPWA
5047
Hall Private Wealth Advisors
North Carolina
$154M 52
AEPV
5048
AH Equity Partners V
California
$154M -$30.2M -16% 2
PC
5049
Pecaut & Co
Iowa
$154M +$14.9M +11% 84
FCMT
5050
Founders Capital Management (Texas)
Texas
$153M +$12.9M +9% 317