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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
AAS
4326
Asset Allocation Strategies
Michigan
$256M +$39.3M +18% 9.61% 44.8% 70 12.86%
FIBT
4327
First International Bank & Trust
North Dakota
$256M -$22.2M -8% 7.37% 38.6% 78 20.51%
AAI
4328
American Assets Inc
California
$256M +$36.5M +17% 16.9% 44.3% 10 0%
EFMC
4329
Empire Financial Management Company
New York
$255M +$26M +11% 9.73% 71.1% 201 12.44%
VC
4330
Vision Capital
Ontario, Canada
$255M -$35.6M -12% 21.6% 12.9% 15 73.33%
FDS
4331
Freedom Day Solutions
Texas
$255M +$27.3M +12% 11.8% 84.6% 101 11.88%
VST
4332
Van Strum & Towne
California
$255M +$18.1M +8% 8.4% 50.9% 100 6%
AM
4333
Atwater Malick
Pennsylvania
$255M +$28M +12% 9.52% 79.1% 72 16.67%
CCG
4334
Cloverfields Capital Group
Minnesota
$255M +$33M +15% 10.9% 91.5% 105 32.38%
WRTC
4335
Wind River Trust Company
Wyoming
$255M +$22.6M +10% 10.5% 51% 9 0%
FSA
4336
Financial Security Advisor
Virginia
$255M +$37M +17% 9.75% 109 18.35%
WM
4337
Whitford Management
New York
$254M +$178M +231% 11.1% 62.5% 24 75%
CA
4338
Centerpoint Advisors
Massachusetts
$254M +$18.7M +8% 11% 61.2% 626 31.31%
LC
4339
LCNB Corp
Ohio
$254M +$28.3M +13% 9.58% 60.1% 175 6.86%
LCM
4340
Lynx1 Capital Management
Puerto Rico
$254M +$103M +68% 71% 779% 18 16.67%
HP
4341
Hilltop Partners
Indiana
$254M +$16.5M +7% 8.73% 45.5% 101 8.91%
RI
4342
Rinkey Investments
California
$254M +$35.7M +16% 6.96% 38.4% 68 41.18%
SWA
4343
Strata Wealth Advisors
Texas
$254M +$46.2M +22% 9.08% 73 35.62%
RWI
4344
Red Wave Investments
Pennsylvania
$254M +$19.8M +8% 9.74% 47% 102 9.8%
OWA
4345
Opal Wealth Advisors
New York
$254M +$82.9M +49% 9.64% 55.6% 176 22.73%
AF
4346
Apollon Financial
South Carolina
$254M 11.7% 139
AI
4347
Auour Investments
Massachusetts
$254M +$16.7M +7% 6.62% 35.5% 75 8%
SA
4348
SAM Advisors
California
$254M +$23.2M +10% 10.2% 47.9% 39 17.95%
WWG
4349
West Wealth Group
California
$254M +$24.5M +11% 10.4% 56.6% 87 17.24%
KTM
4350
Keeler Thomas Management
Utah
$254M -$16.8M -6% 9.25% 46.1% 68 11.76%