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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
UCMOK
4126
United Capital Management of KS
Kansas
$213M -$45M -17% 15.2% 231% 94 12.77%
LSWM
4127
Lorne Steinberg Wealth Management
Canada
$213M -$4.08M -2% 15% 73.4% 67 11.94%
TC
4128
Tenere Capital
New York
$212M -$48.6M -19% 15.4% 98.7% 27 40.74%
GSWM
4129
Greenup Street Wealth Management
Michigan
$212M +$31.3M +17% 13.8% 65.6% 106 44.34%
DP
4130
Denver PWM
Colorado
$212M -$39.1M -16% 12% 36.2% 100 14%
TCOO
4131
Trust Company of Oklahoma
Oklahoma
$212M -$48.9M -19% 15.3% 88.7% 121 5.79%
LWA
4132
LWS Wealth Advisors
New Jersey
$212M -$22.4M -10% 12% 8.87% 64 15.63%
BWM
4133
BigSur Wealth Management
Florida
$212M -$44.4M -17% 15.5% 83.1% 143 6.99%
ACM
4134
ADW Capital Management
Florida
$212M -$45.7M -18% 18.1% 75.7% 8 12.5%
CFP
4135
Curran Financial Partners
South Carolina
$212M -$31.5M -13% 10.7% 46.1% 75 24%
GCM
4136
G2 Capital Management
Ohio
$212M -$21.2M -9% 12.4% 41.1% 52 13.46%
DCM
4137
Davidson Capital Management
Texas
$212M -$56.4M -21% 6.98% 79.2% 91 13.19%
WAAG
4138
Wealth Alliance Advisory Group
Kansas
$212M -$18.9M -8% 13.1% 66.9% 162 14.2%
AB
4139
Atlas Brown
Kentucky
$212M -$33.6M -14% 12.4% 102% 192 13.54%
SFC
4140
SYM Financial Corp
Indiana
$211M -$21.2M -9% 14.9% 43.3% 131 24.43%
BCM
4141
Bienville Capital Management
New York
$211M +$7.35M +4% 14.9% 22.3% 165 32.73%
VIA
4142
Vickerman Investment Advisors
Washington
$211M -$14M -6% 12.7% 36.7% 78 6.41%
KJWM
4143
Kiley Juergens Wealth Management
Washington
$211M +$4.03M +2% 16% 93.3% 75 34.67%
ECAM
4144
East Coast Asset Management
Massachusetts
$211M -$209M -50% 17% 142% 64 6.25%
PFSC
4145
Peoples Financial Services Corp
Pennsylvania
$211M -$20.3M -9% 8.21% 93% 292 5.48%
FLI
4146
Family Legacy Inc
South Carolina
$211M -$29M -12% 11.8% 69.1% 114 6.14%
WFA
4147
Wade Financial Advisory
California
$211M -$22.3M -10% 14.7% 15.9% 80 11.25%
MCP
4148
Martin Capital Partners
Oregon
$211M -$8.27M -4% 6.97% 35.2% 72 4.17%
SM
4149
Scoggin Management
New York
$211M -$160M -43% 22.9% 527% 74 56.76%
WDG
4150
Wealth Dimensions Group
Ohio
$211M -$5.34M -2% 10.4% 57.1% 135 8.89%