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
SCA
6001
Sippican Capital Advisors
Massachusetts
$109M +$581K +0.5% 110
LFGH
6002
Lee Financial Group Hawaii
Hawaii
$109M -$479K -0.4% 31
BPFA
6003
Barnes Pettey Financial Advisors
Mississippi
$109M -$6.72M -6% 101
TWM
6004
Trevian Wealth Management
Massachusetts
$109M +$96.4M +769% 31
MWM
6005
Massachusetts Wealth Management
Massachusetts
$109M +$4.37M +4% 88
OFM
6006
Omega Fund Management
Massachusetts
$109M -$69.6M -39% 12
BCM
6007
BluePath Capital Management
Georgia
$109M 335
WCM
6008
Washington Capital Management
Washington
$109M -$8.78M -7% 115
CAM
6009
Costello Asset Management
Pennsylvania
$109M -$7.98M -7% 207
PIA
6010
Panoramic Investment Advisors
Colorado
$109M 99
MWM
6011
Maripau Wealth Management
Indiana
$109M -$3.66M -3% 116
SFP
6012
Strategic Financial Planning
Texas
$109M -$4.38M -4% 32
AIM
6013
Aquila Investment Management
New York
$109M -$13.7M -11% 91
JFG
6014
JDM Financial Group
Texas
$108M -$6.63M -6% 214
HWM
6015
Howard Wealth Management
Connecticut
$108M -$6.85M -6% 102
BCM
6016
BML Capital Management
Indiana
$108M -$2.72M -2% 33
GECH
6017
Garnet Equity Capital Holdings
New York
$108M +$14.6M +16% 32
DWMS
6018
Dominguez Wealth Management Solutions
Virginia
$108M -$6.09M -5% 59
DJFS
6019
Dean Jacobson Financial Services
Texas
$108M -$2.22M -2% 14
CAM
6020
Campion Asset Management
Virginia
$108M -$3.89M -3% 98
CP
6021
Castleview Partners
Texas
$108M -$2.78M -3% 782
AGFVA
6022
Accel Growth Fund V Associates
California
$108M -$10.8M -9% 2
BFM
6023
Broadview Financial Management
Wisconsin
$108M -$9M -8% 40
GCGDR
6024
Geo Capital Gestora de Recursos
Brazil
$108M -$21.1M -16% 41
FA
6025
Financial Alternatives
California
$108M -$2.47M -2% 79