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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
KA
4151
Kozak & Associates
Colorado
$248M +$25.2M +11% 12.1% 97.4% 367 10.35%
KTM
4152
Keeler Thomas Management
Utah
$248M +$34.8M +16% 3.79% 46.1% 72 25%
RWI
4153
Red Wave Investments
Pennsylvania
$247M +$6.52M +3% 5.27% 47% 94 5.32%
SA
4154
Shilanski & Associates
Alaska
$247M +$24.7M +11% 4.57% 84.2% 119 25.21%
SWMG
4155
Sanchez Wealth Management Group
Florida
$247M +$19.9M +9% 5.8% 56.9% 35 0%
HWM
4156
Hemington Wealth Management
Virginia
$247M -$1.11M -0.4% 7.61% 76.1% 106 7.55%
IBOK
4157
Independence Bank of Kentucky
Kentucky
$247M +$16.7M +7% 5.81% 80.6% 529 22.5%
TWCM
4158
True Wind Capital Management
California
$247M +$46.5M +23% 25.4% 119% 3 0%
GWA
4159
GGM Wealth Advisors
Maryland
$247M +$71.5M +41% 5.3% 25.9% 142 58.45%
MGM
4160
Manchester Global Management
United Kingdom
$247M -$32.3M -12% 8.03% 116% 21 23.81%
CA
4161
Centerpoint Advisors
Massachusetts
$246M +$16.7M +7% 7.67% 61.2% 632 6.96%
MCP
4162
Martin Capital Partners
Oregon
$246M +$5.85M +2% 1.1% 35.2% 76 13.16%
AC
4163
Aristides Capital
Kentucky
$246M +$58.7M +31% 5.97% 110% 211 30.33%
EFMFI
4164
EnCap Flatrock Midstream Fund III
Texas
$245M 1.84% 1
HNW
4165
High Note Wealth
Minnesota
$245M +$2.8M +1% 6.31% 73% 97 9.28%
BHWM
4166
Bay Harbor Wealth Management
Maryland
$245M +$9.69M +4% 3.52% 47.9% 178 14.04%
MWM
4167
MorganRosel Wealth Management
Colorado
$245M +$10.8M +5% 4.53% 51.9% 107 30.84%
TFP
4168
Triune Financial Partners
Kansas
$245M +$19.3M +9% 4.16% 50.6% 32 12.5%
ACM
4169
AIGH Capital Management
Maryland
$245M -$26.3M -10% 13.5% 1,034% 62 38.71%
RFG
4170
RFP Financial Group
Georgia
$245M +$158M +182% 5.36% 44.1% 980 25.92%
PWAC
4171
Private Wealth Advisors (California)
California
$245M +$6.99M +3% 2.39% 55% 86 13.95%
E
4172
ETFidea
New York
$245M +$15.6M +7% 5.63% 22.7% 108 6.48%
VAG
4173
VisionPoint Advisory Group
Texas
$245M +$17.9M +8% 4.15% 74.2% 649 76.43%
ACM
4174
Arcataur Capital Management
Wisconsin
$244M 5.11% 60% 95
FCAM
4175
First Citizens Asset Management
North Carolina
$244M +$3.73M +2% 3.73% 44.2% 36 8.33%