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
SMP
5051
Santa Monica Partners
Florida
$133M -$241K -0.2% 23
TB
5052
Treynor Bancshares
Iowa
$133M -$4.97M -4% 75
FH
5053
FWG Holdings
Florida
$133M +$17.3M +15% 101
JF
5054
Joule Financial
Kentucky
$133M +$5.53M +4% 93
SIAM
5055
Sterling Investment Advisors (Missouri)
Missouri
$133M -$12.3M -8% 24
BAG
5056
Briggs Advisory Group
Rhode Island
$133M -$3.54M -3% 52
MAP
5057
Milestone Advisory Partners
North Carolina
$133M +$9.89M +8% 75
SRC
5058
Samson Rock Capital
United Kingdom
$133M +$51.5M +63% 54
SAM
5059
Sequent Asset Management
Texas
$133M -$2.83M -2% 70
PFG
5060
Piershale Financial Group
Illinois
$133M +$24.8M +23% 12
RM
5061
Rudius Management
New York
$133M -$25.2M -16% 4
AWM
5062
Aevitas Wealth Management
Massachusetts
$133M -$14.6M -10% 110
GMEI
5063
Global Media & Entertainment Investments
Bahamas
$133M -$10.2M -7% 1
MVPGP
5064
Magma Venture Partners General Partner
Israel
$133M +$16.1M +14% 3
WC
5065
Westhampton Capital
North Carolina
$133M -$8.76M -6% 115
BCM
5066
Birch Capital Management
Texas
$132M -$7.61M -5% 119
PM
5067
Phraction Management
Connecticut
$132M -$18.9M -12% 65
BAM
5068
Bayshore Asset Management
Florida
$132M -$5.67M -4% 30
CFLC
5069
California First Leasing Corp
California
$132M +$889K +0.7% 35
CPW
5070
Catalyst Private Wealth
California
$132M -$8.86M -6% 76
RI
5071
Rinkey Investments
California
$132M +$19.5M +17% 56
NCM
5072
Next Capital Management
New York
$132M -$2.99M -2% 121
AFT
5073
Alpha Family Trust
California
$132M -$24.7M -16% 63
AIA
5074
Arcadia Investment Advisors
Idaho
$132M -$3.87M -3% 115
BMC
5075
Beaton Management Company
Massachusetts
$132M -$8.76M -6% 130