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
DJC
5101
Daily Journal Corp
California
$164M +$2.57M +2% 4
PWM
5102
Palumbo Wealth Management
New York
$163M +$13.1M +9% 111
PBO
5103
Peoples Bank (Ohio)
Ohio
$163M +$6.91M +4% 124
DWMG
5104
DB Wealth Management Group
California
$163M +$4.78M +3% 366
SCM
5105
Sterneck Capital Management
Missouri
$163M +$4.53M +3% 101
LA
5106
Lindenwold Advisors
Pennsylvania
$163M +$1.8M +1% 121
LI
5107
Latigo Investments
Florida
$163M +$23.9M +17% 18
AWG
5108
Altus Wealth Group
Colorado
$163M +$14.4M +10% 141
ACM
5109
Ardent Capital Management
Ohio
$163M +$23.7M +17% 32
PCG
5110
Prosperity Consulting Group
Maryland
$163M +$4.58M +3% 111
CF
5111
Convergence Financial
Missouri
$163M +$27M +20% 30
BMCM
5112
Burns Matteson Capital Management
New York
$163M +$5.29M +3% 189
QM
5113
QVIDTVM Management
Texas
$163M -$280K -0.2% 13
APSI
5114
Asset Planning Services Inc
Louisiana
$162M +$4.56M +3% 38
PMIA
5115
Patrick Mauro Investment Advisor
Illinois
$162M +$2M +1% 41
BOCH
5116
Blue Owl Capital Holdings
New York
$162M +$6.18M +4% 18
TRIA
5117
Trail Ridge Investment Advisors
Colorado
$162M +$8.79M +6% 127
AVM
5118
Arch Venture Management
Illinois
$162M -$45.2M -22% 8
MSWM
5119
Mader & Shannon Wealth Management
Missouri
$162M +$10.3M +7% 17
BFG
5120
Baron Financial Group
New Jersey
$162M +$3.98M +3% 55
HPM
5121
Hoxton Planning & Management
West Virginia
$162M -$19.8M -11% 168
AWM
5122
Ameliora Wealth Management
Switzerland
$162M -$9.5M -6% 223
RHAM
5123
Round Hill Asset Management
California
$162M +$1.44M +0.9% 61
MI
5124
Moneywise Inc
Virginia
$161M +$6.64M +4% 51
AC
5125
Applied Capital
Arkansas
$161M +$11.3M +8% 35