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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
MWM
3726
Mattern Wealth Management
Kansas
$264M +$30.8M +13% 9.23% 54% 159 15.72%
IA
3727
Insight Advisors
Pennsylvania
$264M 13.6% 66.7% 271
AIIC
3728
AJU IB Investment Company
South Korea
$264M 50.7% 11
SWM
3729
Southern Wealth Management
Texas
$264M -$7.61M -3% 14.1% 50% 57 8.77%
SWRP
3730
Summit Wealth & Retirement Planning
California
$264M +$30.7M +13% 10.8% 67.6% 115 13.04%
BCC
3731
Bridge City Capital
Oregon
$263M +$54.1M +26% 29.1% 120% 93 3.23%
LM
3732
Lasry Marc
$263M +$109M +70% 83.7% 14.8% 7 42.86%
BAM
3733
Brave Asset Management
New Jersey
$263M +$52.3M +25% 15% 76.3% 157 33.76%
FCM
3734
Firestone Capital Management
Florida
$263M +$39.7M +18% 12.3% 51.6% 477 12.58%
PWM
3735
Praetorian Wealth Management
California
$262M +$35.3M +16% 12.2% 53.8% 65 12.31%
APC
3736
Aspire Private Capital
North Carolina
$262M +$17.6M +7% 8.89% 49.6% 563 17.23%
AA
3737
AlphaMark Advisors
Kentucky
$262M +$20.2M +8% 13.2% 26.4% 602 18.44%
EECFI
3738
EnCap Energy Capital Fund IX
Texas
$261M +$90.4M +53% 63.1% 69.2% 5 40%
JWCA
3739
J.W. Coons Advisors
Ohio
$261M +$20.8M +9% 11.4% 61.2% 209 8.61%
KLI
3740
Kelman-Lazarov Inc
Tennessee
$261M +$40.5M +18% 14.5% 46.6% 85 15.29%
BGC
3741
Blue Grotto Capital
Georgia
$261M +$57.4M +28% 27.9% 300% 28 39.29%
BOS
3742
Bank of Stockton
California
$260M +$21M +9% 14.2% 92.3% 119 10.92%
TWMP
3743
Taylor Wealth Management Partners
Massachusetts
$260M +$41.9M +19% 17.4% 62% 65 18.46%
LC
3744
Lunia Capital
Texas
$260M +$31.8M +14% 16.5% 115% 42 42.86%
Legacy Financial Group (Iowa)
3745
Legacy Financial Group (Iowa)
Iowa
$260M 10.1% 44.3% 57
JSC
3746
Jackson Square Capital
California
$260M +$33M +15% 18% 416% 358 62.01%
CAAM
3747
Cape Ann Asset Management
United Kingdom
$260M +$12.2M +5% 44.4% 199% 12 25%
HIP
3748
Harrell Investment Partners
Texas
$260M +$30.4M +13% 12.3% 105% 90 11.11%
FBT
3749
First Bankers Trust
Kentucky
$260M +$24.4M +10% 10.3% 78.9% 120 8.33%
IC
3750
Inscription Capital
Texas
$260M +$34.3M +15% 13.4% 196 20.41%