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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
AWMT
4376
AAFMAA Wealth Management & Trust
North Carolina
$211M -$7.18M -3% 2.4% 58.8% 68 10.29%
CI
4377
Chartist Inc
California
$211M -$6.09M -3% 0.21% 36 8.33%
VCM
4378
Venator Capital Management
Ontario, Canada
$210M -$83.9M -29% 2.89% 154% 72 26.39%
PWM
4379
Paulson Wealth Management
Illinois
$210M +$3.8M +2% 1.26% 47.2% 97 13.4%
BCA
4380
Boundary Creek Advisors
New York
$210M +$152M +261% 5% 15% 27 44.44%
SCM
4381
Stonehill Capital Management
New York
$210M +$4.7M +2% 0.92% 145% 19 21.05%
TCWM
4382
Total Clarity Wealth Management
Illinois
$210M +$31.2M +17% 0.75% 69.7% 985 79.9%
TIA
4383
Tiemann Investment Advisors
California
$210M -$3.43M -2% 0.29% 64.1% 215 4.19%
BFWA
4384
Benchmark Financial Wealth Advisors
Florida
$210M +$882K +0.4% 0.75% 70.6% 72 13.89%
ATC
4385
Adirondack Trust Company
New York
$210M +$12M +6% 0.29% 84.9% 429 8.62%
KIM
4386
Kestrel Investment Management
California
$210M -$44.5M -17% 0.11% 82.9% 44 11.36%
KTM
4387
Keeler Thomas Management
Utah
$210M +$5.51M +3% 0.56% 43.4% 77 9.09%
CP
4388
Columbus Point
United Kingdom
$210M -$14.4M -6% 1.4% 20 25%
SIM
4389
Seaview Investment Managers
Florida
$210M +$14.1M +7% 2.82% 148% 128 64.06%
OFG
4390
Omega Financial Group
California
$210M +$2.79M +1% 1.21% 45.2% 64 4.69%
TWM
4391
Triton Wealth Management
Arizona
$210M +$34.8M +20% 2.33% 123 16.26%
PWM
4392
PBMares Wealth Management
Virginia
$210M +$26.2M +14% 1.36% 67.7% 155 10.97%
WTFG
4393
Wells Trecaso Financial Group
Ohio
$210M +$1.73M +0.8% 0.8% 108% 96 7.29%
JWM
4394
JFG Wealth Management
Colorado
$210M -$17.6M -8% 3.57% 65.2% 46 8.7%
ACM
4395
Ategra Capital Management
Virginia
$210M +$3.59M +2% 0.34% 91.1% 119 10.08%
CA
4396
Centerpoint Advisors
Massachusetts
$210M -$2.79M -1% 0.04% 61.2% 329 11.55%
RRWA
4397
Rainey & Randall Wealth Advisors
Florida
$209M +$5.18M +3% 1.06% 47.8% 59 13.56%
PP
4398
Professional Planning
California
$209M -$8.38M -4% 1.71% 99.9% 135 11.85%
AIP
4399
Ahrens Investment Partners
Louisiana
$209M -$7.24M -3% 0.84% 82.3% 253 22.92%
SC
4400
Stolper & Co
Oklahoma
$209M -$2.86M -1% 1.74% 70.5% 92 11.96%