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
BAM
5151
Bellevue Asset Management
Washington
$170M +$6.31M +4% 604
FRM
5152
Fox Run Management
Connecticut
$170M +$10.9M +7% 780
KCM
5153
Kempner Capital Management
Texas
$170M -$5.83M -3% 57
7CM
5154
7G Capital Management
New York
$170M +$40.4M +31% 5
CT
5155
Clearstead Trust
Maine
$170M +$11.6M +7% 204
VAM
5156
Verity Asset Management
North Carolina
$169M +$14.9M +10% 227
TFA
5157
Trinity Financial Advisors
Ohio
$169M +$19.8M +13% 67
VWM
5158
Vigilare Wealth Management
Arizona
$169M +$7.51M +5% 206
IVM
5159
InterWest Venture Management
California
$169M -$72.3M -30% 10
CCM
5160
Cox Capital Management
Massachusetts
$169M +$20.6M +14% 82
SCM
5161
Sterneck Capital Management
Missouri
$169M +$12M +8% 114
WSL
5162
Western Standard LLC
California
$169M -$4.76M -3% 43
DWMG
5163
DB Wealth Management Group
California
$169M +$13.8M +9% 370
SFA
5164
Seneca Financial Advisors
New York
$169M +$18M +12% 49
VFA
5165
Values First Advisors
Tennessee
$169M +$14.5M +9% 177
NAG
5166
Northstar Advisory Group
New Jersey
$169M +$66.8M +65% 137
DCM
5167
Decatur Capital Management
Georgia
$169M +$17.2M +11% 66
TFA
5168
Triad Financial Advisors
North Carolina
$168M 117
GC
5169
Grace Capital
Massachusetts
$168M +$5.88M +4% 167
TAM
5170
Tabor Asset Management
New York
$168M +$6.15M +4% 51
OFP
5171
OLIO Financial Planning
Virginia
$168M 41
AAM
5172
Ascension Asset Management
New York
$168M +$15.3M +10% 83
AIC
5173
Aurora Investment Counsel
Georgia
$168M +$24.7M +17% 132
GB
5174
Goepper Burkhardt
South Carolina
$168M +$11.4M +7% 70
OWIM
5175
Old West Investment Management
California
$168M -$61.1M -27% 59