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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
SA
3901
Stewardship Advisors
Pennsylvania
$433M +$9.86M +2% 1.82% 42.6% 166 9.64%
LCM
3902
Lionstone Capital Management
New York
$433M +$4.76M +1% 6.29% 89.6% 12 0%
HWM
3903
Heirloom Wealth Management
Colorado
$433M +$18.7M +5% 2.2% 68.2% 47 17.02%
BAM
3904
Bayview Asset Management
Florida
$433M +$23.3M +6% 4.54% 57.6% 98 52.04%
MMG
3905
Monetary Management Group
Missouri
$432M -$3.05M -0.7% 4.46% 99.8% 336 7.44%
CWM
3906
Cordatus Wealth Management
Pennsylvania
$432M +$8.33M +2% 3.19% 96.3% 170 10.59%
HPCM
3907
Hunter Perkins Capital Management
Illinois
$432M -$18.7M -4% 5.16% 58% 122 10.66%
NI
3908
NetEase Inc
China
$432M -$66.4M -13% 13.2% 992% 2 0%
ATFA
3909
All Terrain Financial Advisors
Minnesota
$432M +$32.8M +8% 1.83% 52.8% 144 15.97%
RSS
3910
Rosenblum Silverman Sutton
California
$432M -$5.77M -1% 0.12% 95.4% 82 7.32%
AIM
3911
Aigen Investment Management
New York
$432M -$214M -33% 0.5% 38.8% 1,042 73.9%
IIM
3912
Ipswich Investment Management
Massachusetts
$432M +$3.69M +0.9% 4.04% 92.8% 192 7.29%
BFA
3913
Beacon Financial Advisory
Ohio
$432M -$25.8K -0% 1.98% 53.5% 411 16.55%
GPA
3914
Guidance Point Advisors
Massachusetts
$431M +$16.7M +4% 1.62% 67.1% 100 8%
FAM
3915
Frontier Asset Management
Wyoming
$431M +$30.9M +8% 2.07% 41% 94 23.4%
IPW
3916
Inlet Private Wealth
Florida
$431M -$12M -3% 3.5% 77.6% 140 11.43%
CTA
3917
Clear Trail Advisors
Texas
$431M 0.83% 126
PTB
3918
Pioneer Trust Bank
Oregon
$431M +$4.12M +1% 3.6% 61.4% 79 5.06%
CFM
3919
Catalyst Funds Management
Australia
$431M -$231M -35% 9.36% 598 64.72%
AIS
3920
American Investment Services
Massachusetts
$431M +$14.7M +4% 3.62% 59.4% 140 12.14%
STS
3921
SG Trading Solutions
Utah
$431M 5.06% 211
CMP
3922
Coston McIsaac & Partners
Maine
$431M +$10.8M +3% 0.03% 29.7% 975 14.36%
DCM
3923
DAFNA Capital Management
California
$431M +$25.7M +6% 25.7% 240% 87 25.29%
TCCM
3924
Timber Creek Capital Management
Massachusetts
$430M +$16.6M +4% 9.42% 85.7% 91 20.88%
VPP
3925
Vertex Planning Partners
Illinois
$430M -$91M -17% 1.79% 42.5% 207 40.58%