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
BCM
7101
Boreal Capital Management
Florida
$121M 488
CPA
7102
Cathy Pareto & Associates
Florida
$121M +$7.95M +7% 89
EBA
7103
Eagle Bay Advisors
New York
$121M +$2.99M +3% 119
HAM
7104
Hickory Asset Management
Ohio
$121M +$8.38M +7% 94
PA
7105
Persium Advisors
Georgia
$121M +$15.3M +15% 65
ACMC
7106
Anchor Capital Management Company
North Carolina
$121M +$20.7M +21% 11
LF
7107
LifePlan Financial
Minnesota
$121M +$6M +5% 95
GCG
7108
Gilbert Capital Group
Maine
$121M 48
IWB
7109
Innovative Wealth Building
Maryland
$121M +$12.1M +11% 55
DQRIM
7110
Dale Q Rice Investment Management
Washington
$121M -$73M -38% 95
RC
7111
Rexford Capital
Texas
$121M 280
WFS
7112
WealthGarden F.S.
California
$120M +$16.5M +16% 142
EFG
7113
Elm3 Financial Group
Georgia
$120M +$6.48M +6% 117
MLIM
7114
Mountain Lake Investment Management
Florida
$120M +$13.9M +13% 34
HTWM
7115
Hartmann Taylor Wealth Management
Texas
$120M +$8.5M +8% 57
WF
7116
Womack Financial
Texas
$120M +$10.8M +10% 66
PAS
7117
Parsonex Advisory Services
Colorado
$120M 96
TA
7118
TCM Advisors
West Virginia
$120M +$5.24M +5% 65
ECP
7119
Epacria Capital Partners
Colorado
$120M -$3.14M -3% 41
PSB
7120
Piscataqua Savings Bank
New Hampshire
$120M +$6.61M +6% 372
RA
7121
RoundAngle Advisors
New Jersey
$120M +$10.9M +10% 58
WCM
7122
WealthTrak Capital Management
Virginia
$120M +$3.66M +3% 1,094
PWM
7123
Pinnacle Wealth Management
California
$120M +$30.8M +35% 69
BI
7124
BFI Infinity
Switzerland
$120M +$27M +29% 65
TC
7125
Travelers Companies
Minnesota
$119M +$2.62M +2% 3