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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
CHJWM
4401
Carlton Hofferkamp & Jenks Wealth Management
Texas
$215M -$12.5M -5% 2.22% 58.2% 138 9.42%
SFS
4402
Shaker Financial Services
Virginia
$215M -$14.4M -6% 5.17% 13.1% 181 26.52%
P
4403
&Partners
Tennessee
$214M -$9.09M -4% 2.71% 62.7% 203 13.79%
SC
4404
Sawyer & Company
Massachusetts
$214M -$4.57M -2% 1.65% 97.4% 204 21.57%
GWSA
4405
Global Wealth Strategies & Associates
Colorado
$214M +$1.12M +0.5% 3.67% 62.5% 367 15.26%
KIA
4406
Knollwood Investment Advisory
Maryland
$214M -$82.5M -28% 0.64% 117% 130 39.23%
EFI
4407
EHP Funds Inc
Canada
$214M -$193M -47% 6.61% 173% 339 38.64%
SAM
4408
Socorro Asset Management
Texas
$214M -$22.8M -10% 2.96% 38.8% 30 3.33%
VW
4409
Vance Wealth
California
$214M -$5.88M -3% 3.95% 55.3% 85 10.59%
PTP
4410
Platform Technology Partners
New York
$214M +$1.23M +0.6% 2.45% 228 16.23%
PIN
4411
Prudent Investors Network
California
$214M +$1.49M +0.7% 2.59% 38 15.79%
RCS
4412
Retirement Capital Strategies
California
$214M -$3.81M -2% 2% 50.2% 77 49.35%
FMB
4413
Field & Main Bank
Kentucky
$214M +$34.1M +19% 2.69% 86.2% 265 10.19%
BFM
4414
Blacksheep Fund Management
Ireland
$213M -$101M -32% 1.08% 81.6% 4 0%
PH
4415
Pinnacle Holdings
Oklahoma
$213M -$10.6M -5% 2.07% 65.3% 215 11.63%
DA
4416
Detalus Advisors
Missouri
$213M -$9.93M -4% 3.84% 67.9% 156 16.03%
EML
4417
Eos Management LP
New York
$213M -$1.57M -0.7% 4.14% 151% 47 17.02%
CF
4418
Copperwynd Financial
Arizona
$213M -$1.72M -0.8% 2.7% 90% 145 18.62%
OFP
4419
OLIO Financial Planning
Virginia
$213M +$2.03M +1% 3.85% 47.8% 55 18.18%
TA
4420
TFG Advisers
Michigan
$213M -$7.17M -3% 3.58% 61.8% 201 5.97%
BFWA
4421
Benchmark Financial Wealth Advisors
Florida
$213M -$2.95M -1% 4.28% 70.6% 74 13.51%
LAM
4422
L2 Asset Management
Massachusetts
$213M +$8.15M +4% 0.84% 110% 225 35.11%
RLIM
4423
Red Lighthouse Investment Management
New York
$212M -$6.44M -3% 3.13% 53.1% 96 3.13%
PFSC
4424
Peoples Financial Services Corp
Pennsylvania
$212M -$10.7M -5% 3.48% 93% 270 4.81%
PM
4425
Phraction Management
Connecticut
$212M +$9.48M +5% 4.25% 89.7% 51 11.76%