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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 Avg Time
Held (Qtrs)
FGAM
4326
Financial Gravity Asset Management
Texas
$107M +$8.95M +9% 2.45% – 1,755 17.66% 0.9
IWMA
4327
Ironwood Wealth Management (Arizona)
Arizona
$107M – – 0.02% 31.1% 58 – 2.7
SNBOSCI
4328
Security National Bank of Sioux City Iowa
Iowa
$107M +$53K +0% 3.5% 61% 88 15.91% 13.3
KIA
4329
Kopp Investment Advisors
Minnesota
$107M +$8.23M +8% 10.6% 109% 67 14.93% 12.4
TA
4330
Trellis Advisors
Washington
$107M +$1.89M +2% 1.47% 23.3% 51 29.41% 1.6
TW
4331
Towerpoint Wealth
California
$106M +$16.2M +18% 1.46% 67.7% 32 3.13% 1.9
DC
4332
Diametric Capital
Massachusetts
$106M -$25.9M -20% 2.94% 175% 114 62.28% 1.1
ECM
4333
Empirical Capital Management
Tennessee
$106M – – 20.7% – 17 – 7.4
SCP
4334
Siena Capital Partners
Illinois
$106M +$6.33M +6% 4.98% 44.2% 28 14.29% 4.9
HCM
4335
Hall Capital Management
Rhode Island
$106M +$1.8M +2% 2.83% – 84 4.76% 11.3
WA
4336
Wilshire Advisors
California
$106M -$1.11M -1% 0.66% 118% 26 3.85% 6.8
TVWM
4337
Tower View Wealth Management
Wisconsin
$106M +$5.94M +6% 1.55% 132% 154 14.29% 1.8
WA
4338
WP Advisors
California
$106M +$13.4M +14% 1.88% 95.5% 275 80% 1.1
LCM
4339
Lucas Capital Management
New Jersey
$106M +$2.52M +2% 3.9% 44.5% 101 11.88% 12.8
AP
4340
Arlington Partners
Alabama
$106M -$339K -0.3% 3.83% 43.7% 152 20.39% 1.5
SWMG
4341
Sanchez Wealth Management Group
Florida
$106M +$6.62M +7% 2.82% 56.9% 24 4.17% 2
DRS
4342
Deane Retirement Strategies
Louisiana
$105M +$7.48M +8% 8.57% 73.4% 68 14.71% 5.9
HS
4343
Horan Securities
United States
$105M -$8.56M -8% 0.03% 50.1% 239 20.92% 4.4
OFG
4344
OmniStar Financial Group
North Carolina
$105M +$397K +0.4% 1.81% 67.1% 108 20.37% 1.7
PWG
4345
Private Wealth Group
Florida
$105M +$46.1M +78% 2.64% 48.2% 28 35.71% 1.2
C
4346
Clearshares
New York
$105M -$6M -5% 0.44% – 37 18.92% 1.8
GIM
4347
Guardian Investment Management
California
$105M +$10.8M +12% 1.41% 89.7% 57 17.54% 13.2
RCP
4348
Rho Capital Partners
New York
$105M +$33.6M +47% 48% – 5 20% 6.2
CPC
4349
Congress Park Capital
New York
$104M +$6.93M +7% 4.87% 99.9% 98 7.14% 1.8
LFASL
4350
Lugano Financial Advisors SA (LFA)
Switzerland
$104M – – 0.28% 44.9% 131 – 0