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
PCM
5926
Piedmont Capital Management
Montana
$137M +$11.8M +9% 50
MA
5927
McBroom & Associates
Nevada
$137M +$11.6M +9% 36
EC
5928
EdgeRock Capital
Colorado
$137M -$27.3M -17% 355
CCC
5929
Chesapeake Capital Corp
Florida
$137M 143
CTFG
5930
Capstone Triton Financial Group
Oklahoma
$137M +$294K +0.2% 108
MCA
5931
Magnolia Capital Advisors
Mississippi
$137M +$32.8M +31% 96
WPWM
5932
Western Pacific Wealth Management
Illinois
$137M +$15M +12% 284
AI
5933
Anchor IV
Singapore
$137M +$24.8M +22% 1
LCM
5934
Lonestar Capital Management
California
$137M -$17.4M -11% 28
OFA
5935
Onyx Financial Advisors
Idaho
$137M +$20.5M +18% 15
GC
5936
Gould Capital
Washington
$137M +$13M +10% 199
FWA
5937
FSC Wealth Advisors
New York
$137M +$40.1M +42% 297
DIS
5938
Diversified Investment Strategies
Louisiana
$136M +$4.63M +4% 48
SIM
5939
Sterling Investment Management
Arizona
$136M +$23.9M +21% 66
BCP
5940
Breakout Capital Partners
New York
$136M 8
TFM
5941
Trademark Financial Management
Minnesota
$136M 86
BWM
5942
BlackDiamond Wealth Management
New York
$136M +$25.5M +23% 149
EWM
5943
Evergreen Wealth Management
Michigan
$136M +$9.45M +7% 56
MFC
5944
Miramar Fiduciary Corp
Nevada
$136M 6
BDAM
5945
Blue Door Asset Management
Connecticut
$136M +$15.2M +13% 26
CIA
5946
Cohen Investment Advisors
New Hampshire
$136M +$11.4M +9% 77
PF
5947
Prosperitas Financial
California
$136M +$6.97M +5% 68
FI
5948
Firetrail Investments
Australia
$136M 22
HWM
5949
HighMark Wealth Management
Minnesota
$136M +$15.1M +13% 613
CAM
5950
Cobblestone Asset Management
Virginia
$136M +$14M +12% 48