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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
FF
4451
Fluent Financial
Texas
$191M $0 0% 8.08% 42.5% 51 0%
KOMWMG
4452
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$191M +$21.3M +13% 5.96% 60.2% 133 12.78%
SIC
4453
Shoker Investment Counsel
Ohio
$190M +$12M +7% 9.57% 58.5% 98 12.24%
LWP
4454
Lumature Wealth Partners
Georgia
$190M +$84.6M +80% 1.49% 355 54.93%
KTM
4455
Keeler Thomas Management
Utah
$190M +$12.2M +7% 2.38% 43.4% 84 28.57%
NSB
4456
Norway Savings Bank
Maine
$190M +$15.6M +9% 5.54% 101% 465 32.9%
AAM
4457
Augustine Asset Management
Florida
$190M -$3.15M -2% 5.25% 344% 87 8.05%
RCM
4458
Rings Capital Management
Illinois
$190M +$12.8M +7% 6.5% 49.5% 8 0%
TAM
4459
Tucker Asset Management
Colorado
$190M +$24M +14% 5.97% 54.4% 408 28.68%
WTFG
4460
Wells Trecaso Financial Group
Ohio
$190M +$9.92M +6% 6.96% 108% 88 10.23%
HPA
4461
High Probability Advisors
New York
$190M +$26.2M +16% 5.54% 49.7% 37 18.92%
IF
4462
IRON Financial
Illinois
$190M -$9.18M -5% 2.01% 51.4% 150 49.33%
IIM
4463
Ironwood Investment Management
Massachusetts
$189M +$18.4M +11% 13.2% 149% 176 8.52%
LFS
4464
Legacy Financial Strategies
Kansas
$189M -$7.01M -4% 6.33% 67.1% 69 14.49%
CGI
4465
Calixto Global Investors
Florida
$189M -$22M -10% 9.27% 180% 21 71.43%
VIM
4466
VCU Investment Management
Virginia
$189M -$4.47M -2% 0.06% 8 0%
UBPAM
4467
Union Bancaire Privee Asset Management
New York
$189M -$28.3M -13% 2.24% 38 7.89%
LSWM
4468
Lorne Steinberg Wealth Management
Canada
$189M +$28.3M +18% 11.2% 73.4% 66 13.64%
RHAM
4469
Round Hill Asset Management
California
$189M +$10.6M +6% 8.11% 40.7% 61 8.2%
GCA
4470
Gradient Capital Advisors
California
$189M +$13.6M +8% 3.65% 71% 110 9.09%
PCMC
4471
Private Capital Management (Colorado)
Colorado
$189M +$20.6M +12% 7.3% 20% 132 17.42%
GWM
4472
Graybill Wealth Management
Illinois
$189M +$11.5M +6% 6.67% 54 7.41%
WMRU
4473
William Marsh Rice University
Texas
$189M +$51.7M +38% 3.51% 4.44% 7 57.14%
AA
4474
AF Advisors
California
$189M -$13.3M -7% 4.54% 81.3% 23 52.17%
MCP
4475
Martin Capital Partners
Oregon
$188M +$17.3M +10% 7.92% 35.2% 72 11.11%