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
FDDB
6101
Fidelity D&D Bancorp
Pennsylvania
$181M +$18.1M +11% 111
MAM
6102
MWA Asset Management
Massachusetts
$181M +$17.7M +11% 131
NIMC
6103
Nierenberg Investment Management Company
Washington
$181M +$9.56M +6% 53
BCPWM
6104
Bradley & Co Private Wealth Management
Florida
$181M +$17.3M +11% 210
RMC
6105
Ring Mountain Capital
California
$181M +$16.3M +10% 100
VFG
6106
V2 Financial group
Illinois
$181M +$14.7M +9% 94
CF
6107
Concorde Financial
Texas
$180M +$11.3M +7% 56
SCM
6108
Sarissa Capital Management
Connecticut
$180M +$26M +17% 8
ALAM
6109
Asahi Life Asset Management
Japan
$180M +$9.05M +5% 215
FVIM
6110
Fort Vancouver Investment Management
Washington
$180M +$33.8M +23% 55
PMIM
6111
Prudent Man Investment Management
Colorado
$180M -$43.5K -0% 169
RIM
6112
Ryan Investment Management
Colorado
$180M +$23.4M +15% 53
RWIA
6113
Roger Wittlin Investment Advisory
California
$180M +$495K +0.3% 44
BCM
6114
Brookmont Capital Management
Texas
$180M +$5.44M +3% 58
WB
6115
West Bancorporation
Iowa
$180M +$21.6M +14% 116
SPWG
6116
Sage Private Wealth Group
Illinois
$180M +$23.7M +15% 93
KWM
6117
Kingsman Wealth Management
Florida
$180M +$19.2M +12% 77
KL
6118
KilterHowling LLC
Colorado
$180M +$11.7M +7% 47
DKCM
6119
Davidson Kahn Capital Management
California
$179M +$23.5M +15% 60
JSA
6120
Jim Saulnier & Associates
Colorado
$179M +$32.8M +22% 136
TCFP
6121
Treasure Coast Financial Planning
Florida
$179M +$7.67M +4% 45
BA
6122
Ballew Advisors
Mississippi
$179M +$10.7M +6% 127
SFC
6123
Sprinkle Financial Consultants
Colorado
$179M +$15.5M +9% 86
SRA
6124
Secured Retirement Advisors
Minnesota
$179M +$11.3M +7% 125
YWM
6125
Yardley Wealth Management
Pennsylvania
$179M -$3.86M -2% 41