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
BOM
6051
Bank of Marin
California
$105M -$1.76M -2% 129
MCM
6052
Masterton Capital Management
New York
$105M +$21.4M +26% 28
MIM
6053
Merrion Investment Management
New Jersey
$105M -$2.66M -2% 95
UI
6054
Unconventional Investor
New Hampshire
$105M +$6.11M +6% 33
BPFA
6055
Barnes Pettey Financial Advisors
Mississippi
$105M +$7.73M +8% 106
WFAG
6056
Worth Financial Advisory Group
North Carolina
$105M +$18.6M +22% 123
AMAL
6057
Asset Management Advisors LLC
Oklahoma
$105M +$3.26M +3% 17
BCM
6058
Barden Capital Management
Texas
$105M +$7.06M +7% 73
SCA
6059
Sippican Capital Advisors
Massachusetts
$105M +$62.5K +0.1% 104
EAM
6060
Empirical Asset Management
Massachusetts
$105M +$9.55M +10% 206
CSIA
6061
Carl Stuart Investment Advisor
Texas
$104M -$3.71M -3% 54
PWM
6062
Peterson Wealth Management
Nevada
$104M +$6.38M +7% 59
ACM
6063
Alcosta Capital Management
California
$104M +$5.2M +5% 35
AA
6064
Axiom Advisory
California
$104M +$9.96M +11% 30
FA
6065
Financial Alternatives
California
$104M +$3.66M +4% 80
WBCM
6066
Wilson & Boucher Capital Management
California
$104M +$6.49M +7% 104
DA
6067
Dover Advisors
Virginia
$104M +$11.3M +12% 101
YEPX
6068
Yorktown Energy Partners X
New York
$104M -$6.7M -6% 4
CI
6069
CPR Investments
Michigan
$104M +$3.33M +3% 57
KWA
6070
Kellett Wealth Advisors
Ohio
$104M +$924K +0.9% 59
IPGDR
6071
Investidor Profissional Gestao de Recursos
Brazil
$104M -$26.2M -20% 20
BFA
6072
Brown Financial Advisory
Alabama
$104M +$6.95M +7% 31
HWMT
6073
Heritage Wealth Management (Texas)
Texas
$104M +$5.27M +5% 28
GWM
6074
Guardian Wealth Management
Illinois
$104M +$2.21M +2% 263
TPM
6075
Totem Point Management
New York
$104M +$30M +41% 18