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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
IWP
3276
IAG Wealth Partners
Wisconsin
$378M +$18M +5% 4.5% 41.4% 491 16.29%
CIM
3277
Contravisory Investment Management
Massachusetts
$378M +$24M +7% 7.05% 129% 388 41.75%
PWA
3278
Peterson Wealth Advisors
Utah
$378M +$15.1M +4% 4.55% 38.9% 68 13.24%
TFF
3279
The Family Firm
Maryland
$378M +$17.3M +5% 3.76% 40.2% 187 5.35%
CNBTD
3280
Citizens National Bank Trust Department
Mississippi
$378M +$18M +5% 6.28% 114% 323 4.64%
BBPWM
3281
Blue Bell Private Wealth Management
Pennsylvania
$378M +$44.3M +13% 6.74% 53.3% 701 9.27%
WCFA
3282
Walkner Condon Financial Advisors
Wisconsin
$378M +$21M +6% 3.82% 56.8% 253 13.44%
LSCM
3283
Light Street Capital Management
California
$377M -$32.6M -8% 24.5% 236% 29 48.28%
BCMLT
3284
Beacon Capital Management LLC (Tennessee)
Tennessee
$377M +$34.7M +10% 9.62% 72% 1,059 14.07%
YCM
3285
Yakira Capital Management
Connecticut
$377M -$17.2M -4% 4.26% 77.4% 443 32.05%
LTI
3286
Laffer Tengler Investments
Tennessee
$377M +$7.78M +2% 4.57% 96.5% 422 13.98%
HAM
3287
Harber Asset Management
North Carolina
$377M +$6.7M +2% 2.91% 30% 40 20%
FGA
3288
Fortis Group Advisors
New Jersey
$377M +$45.3M +14% 2.95% 91.2% 143 22.38%
FL
3289
Fourthstone LLC
Missouri
$376M +$92.1M +32% 10.3% 60.1% 70 55.71%
WAS
3290
Wealth Advisory Solutions
Indiana
$376M -$480K -0.1% 5.34% 55.5% 140 42.86%
HA
3291
Harfst & Associates
Wyoming
$376M +$27M +8% 9.74% 70.3% 105 19.05%
AI
3292
AXS Investments
New York
$375M +$72.3M +24% 8.94% 69.6% 487 37.99%
BCM
3293
Barometer Capital Management
Ontario, Canada
$375M -$15.2M -4% 14.6% 311% 161 55.9%
DLPIC
3294
Davide Leone & Partners Investment Company
United Kingdom
$374M +$291M +346% 13% 64.1% 6 50%
ER
3295
EVR Research
Virginia
$374M -$27.3M -7% 3.15% 104% 43 46.51%
NIC
3296
Northwest Investment Counselors
Oregon
$374M +$15.2M +4% 6.8% 32.4% 604 17.38%
KIG
3297
Kowal Investment Group
Wisconsin
$374M +$21.1M +6% 3.43% 21.1% 171 17.54%
FMTC
3298
Farmers & Merchants Trust Company
California
$374M +$13M +4% 6.62% 61% 186 5.91%
RIS
3299
Retirement Income Solutions
Michigan
$374M +$30.7M +9% 6.95% 53.7% 143 9.09%
BA
3300
BCM Advisors
Louisiana
$373M +$3.61M +1% 0.64% 59.3% 63 7.94%