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
5076
DB Wealth Management Group
California
$169M +$13.8M +9% 370
SFA
5077
Seneca Financial Advisors
New York
$169M +$18M +12% 49
VFA
5078
Values First Advisors
Tennessee
$169M +$14.5M +9% 177
NAG
5079
Northstar Advisory Group
New Jersey
$169M +$66.8M +65% 137
DCM
5080
Decatur Capital Management
Georgia
$169M +$17.2M +11% 66
TFA
5081
Triad Financial Advisors
North Carolina
$168M 117
GC
5082
Grace Capital
Massachusetts
$168M +$5.88M +4% 167
TAM
5083
Tabor Asset Management
New York
$168M +$6.15M +4% 51
OFP
5084
OLIO Financial Planning
Virginia
$168M 41
AAM
5085
Ascension Asset Management
New York
$168M +$15.3M +10% 83
AIC
5086
Aurora Investment Counsel
Georgia
$168M +$24.7M +17% 132
GB
5087
Goepper Burkhardt
South Carolina
$168M +$11.4M +7% 70
OWIM
5088
Old West Investment Management
California
$168M -$61.1M -27% 59
WCM
5089
Washburn Capital Management
Florida
$168M +$15.3M +10% 58
SIM
5090
Strategic Investment Management
Virginia
$168M -$48.2M -22% 11
AWM
5091
Altus Wealth Management
Kentucky
$168M +$10.1M +6% 39
AWM
5092
Aevitas Wealth Management
Massachusetts
$168M +$11.1M +7% 131
GCM
5093
Gables Capital Management
Florida
$168M +$14.7M +10% 366
HG
5094
Harbor Group
New Hampshire
$168M +$12.7M +8% 56
LCM
5095
Lafitte Capital Management
Texas
$168M -$3.08M -2% 10
ADMI
5096
Albert D. Mason Inc
Massachusetts
$168M +$12.5M +8% 153
TF
5097
Threadgill Financial
Texas
$168M +$47.3M +39% 52
BMC
5098
Beaton Management Company
Massachusetts
$168M +$16.4M +11% 146
GEH
5099
General Equity Holdings
New York
$168M +$40.5M +32% 16
CAM
5100
Concorde Asset Management
Michigan
$168M -$5.71M -3% 208