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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
WKWM
3151
Walter & Keenan Wealth Management
Indiana
$233M +$1.22M +0.5% 2.2% 92% 183 9.29%
CW
3152
CreativeOne Wealth
Kansas
$232M +$31.1M +15% 0.39% 67.6% 69 40.58%
B
3153
Bridgeworth
Alabama
$232M +$14M +6% 2.86% 19.3% 663 77.98%
FAM
3154
Formidable Asset Management
Ohio
$232M +$32.7M +16% 7.22% 52.2% 161 48.45%
BCM
3155
BBT Capital Management
Texas
$232M -$206M -47% 3.8% 31.4% 88 55.68%
FIM
3156
Fruth Investment Management
Texas
$232M +$6.58M +3% 4.36% 71% 200 4%
SACTSONJ
3157
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$232M +$2.88M +1% 3.56% 147% 203 16.75%
CCM
3158
Carderock Capital Management
Maryland
$232M +$5.27M +2% 4.13% 88.6% 82 10.98%
SIMM
3159
Stillwater Investment Management (Minnesota)
Minnesota
$232M +$2.42M +1% 3.37% 72.3% 69 8.7%
GAM
3160
Gould Asset Management
California
$232M +$3.47M +2% 1.19% 42.8% 150 14.67%
AJ
3161
Ashburton (Jersey)
Jersey
$231M -$9.72M -4% 5.74% 86 41.86%
BWP
3162
BSW Wealth Partners
Colorado
$231M +$8.02M +4% 0.66% 75.4% 98 14.29%
EAM
3163
Exane Asset Management
France
$231M -$102M -31% 5.97% 77.5% 199 79.4%
KS
3164
Karpas Strategies
Connecticut
$231M +$609K +0.3% 3.09% 16.1% 124 5.65%
ECM
3165
Endurant Capital Management
California
$231M -$37.1M -14% 4.42% 18.4% 85 42.35%
GA
3166
Geller Advisors
New York
$230M +$25.4M +12% 9.52% 20.4% 37 24.32%
PCM
3167
Princeton Capital Management
New Jersey
$230M +$4.84M +2% 2.29% 180% 306 8.82%
GWA
3168
Guidant Wealth Advisors
Illinois
$230M +$8.7M +4% 0.49% 17.8% 311 25.4%
EDRIA
3169
Edmonds Duncan Registered Investment Advisors
Kansas
$230M +$7.06M +3% 1.69% 12.8% 116 5.17%
GCM
3170
Grisanti Capital Management
New York
$230M +$11.2M +5% 2.36% 17.9% 76 23.68%
PLFAM
3171
Pineno Levin & Ford Asset Management
Virginia
$230M +$206K +0.1% 2.01% 81.6% 109 10.09%
IIC
3172
Ironwood Investment Counsel
Arizona
$230M +$4.82M +2% 2.25% 64% 144 9.72%
BL
3173
BCWM LLC
Kansas
$229M -$6.32M -3% 2.59% 78 25.64%
MA
3174
MYDA Advisors
New York
$229M +$82M +56% 60.8% 232% 223 86.55%
LWS
3175
Lucia Wealth Services
California
$228M -$79.5M -26% 2.23% 45.6% 234 32.05%