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
5426
Beaumont Asset Management
Texas
$136M -$242K -0.2% 79
BC
5427
Bowman & Company
Wisconsin
$136M +$7.3M +6% 92
HWM
5428
Hassell Wealth Management
Louisiana
$136M +$2.82M +2% 21
EECFV
5429
EnCap Energy Capital Fund VIII
Texas
$136M -$15.8M -10% 3
LAI
5430
Legal Advantage Investments
California
$136M +$14.6M +12% 96
AA
5431
AJ Advisors
Tennessee
$136M +$11.5M +9% 41
IAG
5432
Investmark Advisory Group
Connecticut
$136M +$1.28M +1% 112
TWA
5433
Trellis Wealth Advisors
California
$136M +$20M +17% 32
HM
5434
Heronetta Management
New York
$136M -$22.4M -14% 27
BHBT
5435
Burke & Herbert Bank & Trust
Virginia
$136M +$1.69M +1% 135
AWA
5436
ARQ Wealth Advisors
Arizona
$136M -$17.2M -11% 55
RF
5437
Robbins Farley
New Hampshire
$136M +$18.7M +16% 213
NVCHI
5438
New Vernon Capital Holdings II
New Jersey
$136M +$11.8M +10% 85
CF
5439
Convergence Financial
Missouri
$136M +$23.1M +20% 30
FIM
5440
FWL Investment Management
Texas
$136M +$3.73M +3% 202
AFGAS
5441
Allegiance Financial Group Advisory Services
Virginia
$136M +$31.5M +30% 70
OCM
5442
Orleans Capital Management
Louisiana
$136M +$4.93M +4% 82
DA
5443
DCF Advisers
Connecticut
$136M +$6.09M +5% 76
AWA
5444
Acorn Wealth Advisors
Michigan
$136M +$5.05M +4% 172
CWM
5445
Cahill Wealth Management
Michigan
$135M -$2.19M -2% 48
ORAM
5446
One River Asset Management
Connecticut
$135M -$10.5M -7% 150
PWA
5447
Providence Wealth Advisors
Illinois
$135M +$772K +0.6% 96
PP
5448
Patron Partners
Texas
$135M +$2.12M +2% 177
FCMV
5449
Foresite Capital Management V
California
$135M +$6.52M +5% 11
IOOF
5450
Independent Order of Foresters
Ontario, Canada
$135M +$10.5M +8% 17