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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
GP
4476
Geneva Partners
Wisconsin
$211M -$7.28M -3% 2.4% 401% 114 43.86%
DL
4477
DOHJ LLC
Washington
$211M +$21M +11% 0.05% 51.5% 116 25.86%
KA
4478
Kercheville Advisors
Texas
$211M -$4.88M -2% 0.01% 240% 125 16%
LWA
4479
Lowe Wealth Advisors
Maryland
$211M +$2.02M +1% 0.29% 63.3% 308 8.12%
MFS
4480
Madrona Financial Services
Washington
$211M +$16M +8% 0.85% 75.4% 68 20.59%
AWMT
4481
AAFMAA Wealth Management & Trust
North Carolina
$211M -$7.18M -3% 2.4% 58.8% 68 10.29%
CI
4482
Chartist Inc
California
$211M -$6.09M -3% 0.21% 36 8.33%
VCM
4483
Venator Capital Management
Ontario, Canada
$210M -$83.9M -29% 2.89% 154% 72 26.39%
PWM
4484
Paulson Wealth Management
Illinois
$210M +$3.8M +2% 1.26% 57.1% 97 13.4%
BCA
4485
Boundary Creek Advisors
New York
$210M +$152M +261% 5% 15% 27 44.44%
SCM
4486
Stonehill Capital Management
New York
$210M +$4.7M +2% 0.92% 117% 19 21.05%
TCWM
4487
Total Clarity Wealth Management
Illinois
$210M +$31.2M +17% 0.75% 69.7% 985 79.8%
TIA
4488
Tiemann Investment Advisors
California
$210M -$3.43M -2% 0.29% 77% 215 4.19%
BFWA
4489
Benchmark Financial Wealth Advisors
Florida
$210M +$882K +0.4% 0.75% 70.6% 72 13.89%
ATC
4490
Adirondack Trust Company
New York
$210M +$12M +6% 0.29% 84.9% 429 8.62%
KIM
4491
Kestrel Investment Management
California
$210M -$44.5M -17% 0.11% 89.2% 44 11.36%
KTM
4492
Keeler Thomas Management
Utah
$210M +$5.51M +3% 0.56% 46.1% 77 9.09%
CP
4493
Columbus Point
United Kingdom
$210M -$14.4M -6% 1.4% 20 25%
SIM
4494
Seaview Investment Managers
Florida
$210M +$14.1M +7% 2.82% 148% 128 64.06%
OFG
4495
Omega Financial Group
California
$210M +$2.79M +1% 1.21% 45.2% 64 4.69%
TWM
4496
Triton Wealth Management
Arizona
$210M +$34.8M +20% 2.33% 123 16.26%
PWM
4497
PBMares Wealth Management
Virginia
$210M +$26.2M +14% 1.36% 67.7% 155 10.97%
GLI
4498
Guardian Life Insurance
New York
$210M 1.11% 3
WTFG
4499
Wells Trecaso Financial Group
Ohio
$210M +$1.73M +0.8% 0.8% 108% 96 7.29%
JWM
4500
JFG Wealth Management
Colorado
$210M -$17.6M -8% 3.57% 65.2% 46 8.7%