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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 Holding
Period (Yrs)
OIWM
4401
OptiFour Integrated Wealth Management
Virginia
$145M +$4.57M +3% 4.87% – 74 4.05% 1.4
ICM
4402
IMS Capital Management
Oregon
$145M +$14.2M +11% 11.7% 119% 135 6.67% 3.2
FCCM
4403
First City Capital Management
Georgia
$145M +$8.58M +6% 7.26% 76.5% 143 9.79% 4.5
ILM
4404
Indigo Latam Management
Arizona
$145M +$5.71M +4% 4.1% 39.3% 1 0% 6
SAM
4405
Selway Asset Management
$145M +$8.99M +7% 9.78% 36.5% 73 8.22% 3.5
JAM
4406
JLP Asset Management
New York
$145M -$4.87M -3% 2.45% 16.1% 34 20.59% 0.8
FGAM
4407
Financial Gravity Asset Management
Texas
$145M +$29M +25% 6.98% – 1,894 38.23% 1.2
HCM
4408
Hutner Capital Management
Vermont
$145M +$3.8M +3% 4.72% 52.2% 43 2.33% 2.7
TFCM
4409
Taylor Frigon Capital Management
Arizona
$145M +$6.87M +5% 8.09% 131% 88 6.82% 2.9
BWI
4410
Beacon Wealthcare Inc
North Carolina
$145M +$6.19M +4% 4.15% 31.6% 10 0% 1.7
GP
4411
Geneva Partners
Wisconsin
$145M +$16.5M +13% 7.16% 401% 80 30% 1.7
PIP
4412
Peachtree Investment Partners
Florida
$145M +$19.3M +15% 8.92% 92.2% 87 33.33% 0.6
Thrive Capital Management (New York)
4413
Thrive Capital Management (New York)
New York
$145M +$18.9M +15% 20.4% 205% 5 20% 0.6
IIM
4414
Ironwood Investment Management
Massachusetts
$145M +$11.4M +9% 18.1% 164% 159 9.43% 4.3
APW
4415
Acima Private Wealth
Virginia
$145M +$13.9M +11% 6.72% 51.1% 310 14.52% 0.8
CF
4416
Corrigan Financial
Rhode Island
$145M +$10.1M +7% 7.46% 9.54% 70 4.29% 2.6
KMWM
4417
Keudell/Morrison Wealth Management
Oregon
$145M +$23.4M +19% 7.45% – 159 8.18% 0.7
LFWA
4418
LBJ Family Wealth Advisors
Texas
$145M +$11.6M +9% 17% 64.9% 19 5.26% 4.7
TC
4419
Truvestments Capital
Florida
$144M -$9.15M -6% 7.39% 131% 704 80.26% 1.4
CAM
4420
Concorde Asset Management
Michigan
$144M +$14.5M +11% 6.93% – 164 27.44% 2
GAMC
4421
Garner Asset Management Corp
Texas
$144M +$10.1M +8% 6.49% 95.3% 149 4.03% 2.1
PB
4422
Pinnacle Bancorp
Nebraska
$144M -$30.9M -18% 7.2% 68.3% 725 12.69% 2.2
SI
4423
Sensato Investors
California
$144M -$118M -45% 12.9% 75.8% 60 51.67% 1
SJIM
4424
St. Johns Investment Management
Florida
$144M +$9.86M +7% 8.67% 80.9% 170 9.41% 4.3
CGI
4425
Calixto Global Investors
Florida
$144M +$14.9M +12% 20.4% 180% 15 33.33% 0.6