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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
IPW
3501
Impact Partnership Wealth
Georgia
$321M +$33.6M +12% 1.99% 47.3% 1,255 47.81%
MDCM
3502
Morgan Dempsey Capital Management
Wisconsin
$321M -$29.2M -8% 2.82% 40.8% 125 12%
FCM
3503
Fortis Capital Management
Washington
$321M +$38.1M +13% 4.97% 64% 139 29.5%
IFS
3504
Ifrah Financial Services
Arkansas
$321M -$8.29M -3% 2.33% 61.7% 204 4.9%
AA
3505
AF Advisors
California
$321M +$21.7M +7% 7.11% 81.3% 16 0%
RCM
3506
RB Capital Management
Nevada
$321M -$11.5M -3% 4.06% 73.5% 177 4.52%
GF
3507
Greenfield FTC
Nevada
$321M -$35.6M -10% 3.68% 67.1% 4 0%
GWA
3508
Geometric Wealth Advisors
District of Columbia
$321M -$480K -0.1% 3.44% 51.9% 40 12.5%
LCM
3509
Lionstone Capital Management
New York
$321M -$17.6M -5% 4.09% 89.6% 12 0%
MWM
3510
Mascoma Wealth Management
New Hampshire
$320M -$6.38M -2% 3.26% 40% 518 9.85%
PT
3511
Plimoth Trust
Massachusetts
$319M -$15M -4% 3.07% 94% 158 0.63%
WPA
3512
West Paces Advisors
Georgia
$319M -$20.1M -6% 3.74% 53.2% 560 9.64%
AWM
3513
Accurate Wealth Management
Florida
$319M -$1.83M -0.6% 1.5% 93.2% 305 22.62%
CWM
3514
Compass Wealth Management
Connecticut
$318M -$12.6M -4% 2.53% 84.7% 427 12.88%
AA
3515
Ashford Advisors
New York
$318M -$14.6M -4% 3.52% 57.3% 15 0%
CC
3516
Chanos & Company
New York
$318M -$208M -39% 0.81% 66 56.06%
VARA
3517
Value Aligned Research Advisors
New Jersey
$317M -$2.39M -0.7% 0.2% 862% 19 15.79%
BCM
3518
Barometer Capital Management
Ontario, Canada
$317M -$57.2M -15% 3.69% 311% 151 48.34%
DSCM
3519
Divisadero Street Capital Management
Florida
$317M -$28.8M -8% 1.82% 640% 68 64.71%
KAM
3520
Knightsbridge Asset Management
California
$317M +$6.51M +2% 0.24% 105% 113 14.16%
AFGI4KRSP
3521
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$317M -$19.5M -6% 5.96% 5.11% 1 0%
PBF
3522
Petix & Botte Financial
California
$317M -$5.04M -2% 2.64% 36.5% 124 11.29%
FSG
3523
Financial Strategies Group
Michigan
$317M +$4.46M +1% 3.37% 39.5% 79 12.66%
BCM
3524
Boone Capital Management
Georgia
$317M +$38.4M +14% 3.42% 255% 16 37.5%
CGIC
3525
Continental General Insurance Company
Texas
$317M +$39.4M +14% 30.3% 202% 14 21.43%