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
AAM
5101
Ascension Asset Management
New York
$164M 89
CFLC
5102
California First Leasing Corp
California
$164M +$14.1M +9% 37
GCA
5103
GSI Capital Advisors
California
$164M +$1.38M +0.9% 29
DJC
5104
Daily Journal Corp
California
$164M +$2.57M +2% 4
PWM
5105
Palumbo Wealth Management
New York
$163M +$13.1M +9% 111
PBO
5106
Peoples Bank (Ohio)
Ohio
$163M +$6.91M +4% 124
DWMG
5107
DB Wealth Management Group
California
$163M +$4.78M +3% 366
SCM
5108
Sterneck Capital Management
Missouri
$163M +$4.53M +3% 101
LA
5109
Lindenwold Advisors
Pennsylvania
$163M +$1.8M +1% 121
LI
5110
Latigo Investments
Florida
$163M +$23.9M +17% 18
AWG
5111
Altus Wealth Group
Colorado
$163M +$14.4M +10% 141
ACM
5112
Ardent Capital Management
Ohio
$163M +$23.7M +17% 32
PCG
5113
Prosperity Consulting Group
Maryland
$163M +$4.58M +3% 111
CF
5114
Convergence Financial
Missouri
$163M +$27M +20% 30
BMCM
5115
Burns Matteson Capital Management
New York
$163M +$5.29M +3% 189
QM
5116
QVIDTVM Management
Texas
$163M -$280K -0.2% 13
APSI
5117
Asset Planning Services Inc
Louisiana
$162M +$4.56M +3% 38
PMIA
5118
Patrick Mauro Investment Advisor
Illinois
$162M +$2M +1% 41
BOCH
5119
Blue Owl Capital Holdings
New York
$162M +$6.18M +4% 18
TRIA
5120
Trail Ridge Investment Advisors
Colorado
$162M +$8.79M +6% 127
AVM
5121
Arch Venture Management
Illinois
$162M -$45.2M -22% 8
MSWM
5122
Mader & Shannon Wealth Management
Missouri
$162M +$10.3M +7% 17
BFG
5123
Baron Financial Group
New Jersey
$162M +$3.98M +3% 55
HPM
5124
Hoxton Planning & Management
West Virginia
$162M -$19.8M -11% 168
AWM
5125
Ameliora Wealth Management
Switzerland
$162M -$9.5M -6% 223