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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
RBFC
4051
Roman Butler Fullerton & Co
Missouri
$309M +$42.4M +16% 5.76% 109% 242 19.42%
MAM
4052
McLean Asset Management
Virginia
$309M +$17.2M +6% 1.65% 55.7% 163 11.04%
CWA
4053
Clarity Wealth Advisors
California
$309M +$13.4M +5% 5.44% 85.1% 88 3.41%
AF
4054
Apollon Financial
South Carolina
$309M +$19.6M +7% 7.47% 154 10.39%
AFS
4055
Annapolis Financial Services
Maryland
$309M +$4.98M +2% 0.44% 15% 372 6.45%
HWM
4056
Heirloom Wealth Management
Colorado
$309M +$15M +5% 5.5% 68.2% 51 11.76%
SWMG
4057
Sanchez Wealth Management Group
Florida
$309M +$13.3M +5% 1.25% 56.9% 40 7.5%
TCM
4058
TruNorth Capital Management
Michigan
$308M +$18.1M +6% 0.51% 401 42.64%
MFGP
4059
Marshall Financial Group (Pennsylvania)
Pennsylvania
$308M +$4.81M +2% 0.88% 65.5% 59 15.25%
KC
4060
Knuff & Co
California
$308M +$10.6M +4% 5.47% 73.7% 133 7.52%
MCM
4061
Multicoin Capital Management
Texas
$308M +$7.11M +2% 16% 3 0%
CWM
4062
Cedar Wealth Management
California
$308M +$4.03M +1% 1.71% 53.2% 356 18.54%
CPP
4063
Capasso Planning Partners
South Carolina
$308M +$66.5M +28% 2.18% 44.1% 153 35.95%
CFG
4064
Compton Financial Group
Maryland
$308M +$10.6M +4% 1.24% 29.1% 34 8.82%
SL
4065
Sentinus LLC
Illinois
$308M +$23.8M +8% 2.48% 195 18.97%
AIM
4066
Access Investment Management
Georgia
$308M +$4.97M +2% 4.81% 104 6.73%
PFS
4067
Physicians Financial Services
North Carolina
$307M +$23.5M +8% 7.21% 100% 110 8.18%
SBLIC
4068
Security Benefit Life Insurance Company
Kansas
$307M -$18.5M -6% 4.17% 60.6% 36 22.22%
WSC
4069
Wellington Shields & Co
New York
$307M +$8.68M +3% 3.37% 75.6% 322 11.18%
TA
4070
TFB Advisors
Kansas
$307M +$31.4M +11% 3.23% 62.4% 299 15.38%
BLC
4071
Brown, Lisle/Cummings
Rhode Island
$307M +$12.5M +4% 1.94% 61.8% 624 12.18%
SAI
4072
Savvy Advisors Inc
New York
$307M +$133M +77% 2.94% 312 32.37%
PCM
4073
Princeton Capital Management
New Jersey
$307M +$29.8M +11% 13.5% 148% 122 23.77%
TM
4074
Tikvah Management
North Carolina
$307M -$12.5M -4% 1.92% 173% 25 8%
EWM
4075
Essex Woodlands Management
Texas
$307M -$38.1M -11% 7.56% 203% 7 0%