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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
KJWM
4176
Kiley Juergens Wealth Management
Washington
$111M 7.52% 93.3% 719
WA1
4177
Wimmer Associates 1
California
$111M +$2.55M +2% 7.28% 69.4% 108 3.7%
PM
4178
Penbrook Management
New York
$111M 9.19% 103% 105
BWM
4179
Biltmore Wealth Management
Arizona
$111M +$15.9M +17% 4.69% 55.6% 40 15%
CC
4180
Cassaday & Co
Virginia
$111M +$15.3M +16% 1.96% 62.5% 36 19.44%
BMC
4181
Beaton Management Company
Massachusetts
$111M +$4.74M +4% 6.52% 79.9% 116 3.45%
SMP
4182
Santa Monica Partners
Florida
$111M 11.3% 123% 30
SWM
4183
Sequoia Wealth Management
Illinois
$111M 4.36% 58
HS
4184
Horan Securities
United States
$111M +$9M +9% 2.65% 50.1% 216 15.28%
PWA
4185
Peterson Wealth Advisors
Utah
$111M 4.67% 38.9% 45
AIA
4186
Armor Investment Advisors
North Carolina
$111M +$5.44M +5% 3.64% 43.8% 156 12.18%
FLI
4187
Family Legacy Inc
South Carolina
$111M +$71.3M +181% 6.72% 69.1% 103 62.14%
OKSA
4188
O'Keefe Stevens Advisory
New York
$110M +$2.76M +3% 4.08% 216% 49 18.37%
SNBOSCI
4189
Security National Bank of Sioux City Iowa
Iowa
$110M +$8.21M +8% 6.39% 52.4% 87 12.64%
DIS
4190
Diversified Investment Strategies
Louisiana
$110M +$6.83M +7% 7.18% 81.3% 46 10.87%
CAAS
4191
Capital Asset Advisory Services
Michigan
$110M -$131K -0.1% 4.08% 42.9% 117 13.68%
TODC
4192
Trustees of Dartmouth College
New Hampshire
$110M 7.21% 39% 26
AAM
4193
Ascension Asset Management
New York
$110M 7.38% 74
SWM
4194
Sanctuary Wealth Management
Idaho
$110M 3.9% 19
SST
4195
S Squared Technology
New York
$110M -$8.65M -7% 1.3% 138% 46 28.26%
RMSCM
4196
R.M. Sincerbeaux Capital Management
New York
$110M +$5.93M +6% 8.91% 65.9% 52 0%
AWA
4197
Acorn Wealth Advisors
Michigan
$110M 5.2% 42.9% 807
MPPLM
4198
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$110M 4.43% 90.2% 353
JFM
4199
Jackson Financial Management
California
$109M 5.58% 37
IWA
4200
Independence Wealth Advisors
Virginia
$109M 3.22% 34.1% 26