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
AWA
5326
Alta Wealth Advisors
Massachusetts
$120M +$668K +0.6% 146
HM
5327
Heronetta Management
New York
$120M -$461K -0.4% 25
BAM
5328
Beaumont Asset Management
Texas
$119M +$8.11M +7% 70
TBNY
5329
Trustco Bank (New York)
New York
$119M +$4.92M +4% 74
CIA
5330
CSat Investment Advisory
Michigan
$119M +$11.5M +11% 531
DTC
5331
Davidson Trust Company
Washington
$119M +$2.67M +2% 124
PWM
5332
Purus Wealth Management
California
$119M +$6.81M +6% 85
SCM
5333
Solas Capital Management
Connecticut
$119M -$12.2M -9% 33
FA
5334
Fermata Advisors
California
$119M 70
CPIM
5335
Coalescence Partners Investment Management
New York
$119M -$75.3M -39% 10
GPC
5336
Greenstone Partners & Co
California
$119M +$2.11M +2% 10
PFA
5337
Peak Financial Advisors
Colorado
$119M +$2.56M +2% 84
AFR
5338
Applied Fundamental Research
Massachusetts
$119M +$13.7M +13% 11
ACM
5339
Altai Capital Management
California
$119M +$43.8M +59% 9
EM
5340
Endicott Management
New York
$119M +$15.1M +15% 8
AM
5341
Ampfield Management
New York
$118M 21
CFSG
5342
Clark Financial Services Group
Missouri
$118M 61
MA
5343
Mosaic Advisors
Texas
$118M +$8.78M +8% 40
PP
5344
Patron Partners
Texas
$118M +$14.5M +14% 170
CCM
5345
Chiron Capital Management
Florida
$118M -$3.62M -3% 89
RWM
5346
RBA Wealth Management
California
$118M -$48.2M -29% 280
PWM
5347
Peterson Wealth Management
Nevada
$118M -$5.38M -4% 50
AWM
5348
AAF Wealth Management
Massachusetts
$118M +$7.34M +7% 23
YCM
5349
Yaupon Capital Management
New York
$118M -$14M -11% 83
POIA
5350
Pin Oak Investment Advisors
Texas
$118M -$3.9M -3% 439