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
6551
Bank of Marin
California
$116M +$2.35M +2% 126
WAM
6552
Waterfall Asset Management
New York
$116M -$29.4M -20% 6
BPFA
6553
Barnes Pettey Financial Advisors
Mississippi
$116M +$510K +0.4% 100
AC
6554
Amitell Capital
Singapore
$116M -$2.04M -2% 47
LWA
6555
Ledgewood Wealth Advisors
New Hampshire
$116M +$8.37M +8% 63
CH
6556
CVI Holdings
Delaware
$116M +$9.76M +9% 189
ONST
6557
Old North State Trust
North Carolina
$116M -$2.52M -2% 133
RAM
6558
RK Asset Management
Michigan
$116M -$7.07M -6% 21
IIL
6559
Insight Inv LLC
California
$116M +$513K +0.4% 89
SL
6560
Stevard LLC
Illinois
$116M +$4.79M +4% 59
HFAS
6561
Hummer Financial Advisory Services
Illinois
$116M -$5.6M -5% 109
MFS
6562
Monetta Financial Services
Illinois
$116M +$4.93M +4% 55
EPCA
6563
Elizabeth Park Capital Advisors
Ohio
$116M -$5.02M -4% 52
AFP
6564
Alpha Financial Partners
Kentucky
$116M +$5.63M +5% 84
TDC
6565
Thompson Davis & Co
Virginia
$115M -$32.3M -22% 140
NF
6566
NavPoint Financial
Minnesota
$115M +$151K +0.1% 45
ACM
6567
Arlington Capital Management
Illinois
$115M -$5.13M -4% 103
DCM
6568
Davis Capital Management
Florida
$115M +$2.92M +3% 326
SFSG
6569
Sound Financial Strategies Group
Mississippi
$115M -$5.17M -4% 106
AL
6570
ACAS LLC
California
$115M +$11.5M +11% 88
SWM
6571
Seed Wealth Management
Illinois
$115M +$10.2M +10% 159
HC
6572
Hoese & Co
Minnesota
$115M +$4.98M +5% 158
CWA
6573
Clearview Wealth Advisors
Oregon
$115M +$16.6M +17% 125
OC
6574
OxenFree Capital
Florida
$115M +$5.06M +5% 43
ACL
6575
Applied Capital LLC
Florida
$114M -$8.35M -7% 87