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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
SAMC
3951
Spectrum Asset Management (California)
California
$181M +$25.2M +16% 7.05% 62.9% 100 27%
AF
3952
Affiance Financial
Minnesota
$181M +$16.6M +10% 5.9% 50.1% 147 40.14%
BF
3953
Blankinship & Foster
California
$181M +$13M +8% 6.81% 60.4% 49 8.16%
BI
3954
Ballast Inc
Kentucky
$181M +$18.3M +11% 7.17% 66% 108 12.04%
PWSG
3955
Pacific Wealth Strategies Group
California
$181M +$18.6M +11% 8.01% 75.5% 84 3.57%
TWM
3956
Torch Wealth Management
Ohio
$181M +$12.1M +7% 8.09% 48.8% 113 6.19%
OFS
3957
OneAscent Financial Services
Alabama
$181M +$158M +707% 5.97% 63.8% 189 95.77%
CCM
3958
Cota Capital Management
California
$181M 10.7% 46% 13
LWA
3959
Lowe Wealth Advisors
Maryland
$180M +$12.6M +8% 6.03% 63.3% 340 16.18%
AFA
3960
Arlington Financial Advisors
California
$180M +$4.61M +3% 8.02% 60.7% 61 24.59%
IC
3961
Impactive Capital
New York
$180M 21% 25% 6
TLIC
3962
Taiyo Life Insurance Company
Japan
$180M +$12.8M +8% 7.68% 79.2% 5 0%
OAM
3963
Oak Asset Management
California
$180M +$13.8M +8% 11.2% 78% 97 4.12%
MWM
3964
MinichMacGregor Wealth Management
New York
$180M +$31.7M +21% 4.05% 119% 56 12.5%
RW
3965
REDW Wealth
New Mexico
$180M +$9.42M +6% 4.53% 54.1% 88 11.36%
TC
3966
TAP Consulting
Missouri
$179M +$9.97M +6% 5.42% 3.08% 113 8.85%
ITIM
3967
Indiana Trust & Investment Management
Indiana
$179M +$724K +0.4% 4.65% 104% 119 5.04%
LP
3968
Lexington Partners
New York
$179M 13.3% 1.27% 4
ETI
3969
Enterprise Trust & Investment
California
$179M +$16.1M +10% 11.5% 58.6% 206 11.17%
CM
3970
CoreCommodity Management
Connecticut
$179M +$19.9M +12% 12.1% 65.8% 185 16.76%
BWM
3971
Bernicke Wealth Management
Wisconsin
$179M +$6.28M +4% 3.29% 47 4.26%
TWA
3972
Tillar-Wenstrup Advisors
Ohio
$179M +$6.48M +4% 5.17% 27.4% 53 22.64%
PC
3973
Provenire Capital
Minnesota
$179M 9.06% 31
SGCA
3974
Steel Grove Capital Advisors
Tennessee
$179M +$9.99M +6% 7.03% 93% 126 10.32%
SCP
3975
Syntal Capital Partners
Texas
$179M -$207M -54% 7.92% 102% 258 71.71%