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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
KBFS
2826
Kohmann Bosshard Financial Services
Ohio
$510M +$10.7M +2% 5.25% 42.8% 142 20.42%
RCMC
2827
RK Capital Management (Colorado)
Colorado
$510M -$40.8M -7% 5.17% 89% 65 26.15%
KWMG
2828
King Wealth Management Group
Florida
$509M -$29.5M -5% 5.15% 75.4% 185 14.05%
GBT
2829
Grove Bank & Trust
Florida
$508M -$15.2M -3% 3.66% 71.8% 246 10.57%
IVSFI
2830
IA Venture Strategies Fund II
New York
$508M -$278M -35% 27.3% 375% 2 0%
EWM
2831
Edge Wealth Management
New York
$508M -$39.1M -7% 4.48% 61.6% 523 82.6%
PCS
2832
Personal CFO Solutions
New Jersey
$507M -$27.1M -5% 2.95% 74.8% 526 19.77%
HWM
2833
Hohimer Wealth Management
Washington
$507M +$31.9M +7% 3.47% 85.5% 235 20%
EPC
2834
Emerson Point Capital
New York
$507M -$135M -21% 12.4% 94.8% 35 20%
WAM
2835
Winslow Asset Management
Ohio
$506M -$60M -11% 5.52% 83.3% 88 4.55%
OIM
2836
Oracle Investment Management
Connecticut
$506M -$198M -28% 15.2% 865% 42 47.62%
SG
2837
Sourcerock Group
Colorado
$506M +$133M +36% 43.8% 93.4% 24 50%
TWP
2838
TFO Wealth Partners
Ohio
$505M -$16.8M -3% 5.32% 52.9% 183 62.3%
LF
2839
LL Funds
Pennsylvania
$504M -$137M -21% 21.4% 96.9% 1 0%
TC
2840
Titleist Capital
Texas
$504M -$16.2M -3% 7.8% 297 31.99%
ANBT
2841
American National Bank & Trust
Texas
$504M -$7.95M -2% 2.83% 95.1% 446 27.58%
CCM
2842
CoreView Capital Management
Hong Kong
$503M +$129M +35% 25.3% 45.2% 15 73.33%
DSC
2843
Duncker Streett & Co
Missouri
$503M -$78M -13% 5.17% 90.9% 533 11.44%
S
2844
Siemens
Germany
$503M -$145M -22% 22.4% 35.2% 1 0%
RIA
2845
Realta Investment Advisors
Delaware
$502M +$47.3M +10% 3.6% 126% 467 19.49%
CSPAM
2846
Cary Street Partners Asset Management
Virginia
$502M +$34.9M +7% 2.77% 25.3% 187 17.11%
APW
2847
Austin Private Wealth
Texas
$501M -$957K -0.2% 5.08% 62.3% 183 25.14%
CCM
2848
Coerente Capital Management
Ontario, Canada
$501M -$28.5M -5% 5.53% 40% 40 10%
WDL
2849
Well Done LLC
Michigan
$500M +$6.59M +1% 0.55% 77% 206 17.48%
DMBA
2850
Deseret Mutual Benefit Administrators
Utah
$500M -$94.8M -16% 3.61% 51.4% 490 1.02%