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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
MIM
4526
MTM Investment Management
South Carolina
$185M -$21.5M -10% 11.5% 80.5% 294 13.61%
HHMI
4527
Howard Hughes Medical Institute
Maryland
$185M -$43.1M -19% 18.1% 70.9% 20 5%
KFI
4528
Key Financial Inc
Pennsylvania
$185M -$16.5M -8% 13.3% 55.5% 1,187 8.59%
WAOI
4529
Wealth Advisors of Iowa
Iowa
$185M -$15M -8% 9.55% 60.9% 68 29.41%
FA
4530
Fountainhead AM
New Jersey
$184M -$40.9M -18% 14.9% 65.6% 80 23.75%
BDCM
4531
Black Diamond Capital Management
Connecticut
$184M -$14.1M -7% 8.47% 28.3% 20 50%
STAS
4532
Strong Tower Advisory Services
Minnesota
$184M -$11.2M -6% 16.8% 131% 108 7.41%
RS
4533
Retirement Solution
Washington
$184M -$42M -19% 16.5% 65.2% 47 36.17%
CAG
4534
Compass Advisory Group
New York
$184M -$8.22M -4% 11% 49.2% 72 22.22%
BWLSA
4535
Blue Water Life Science Advisors
California
$184M -$26.6M -13% 17.1% 503% 14 64.29%
ACM
4536
Analog Century Management
New York
$184M -$110M -37% 24.8% 785% 19 10.53%
SCM
4537
Stadium Capital Management
Connecticut
$184M -$27.2M -13% 16.7% 10.9% 11 18.18%
AWM
4538
Accurate Wealth Management
Florida
$184M -$39.2M -18% 8.34% 93.2% 199 32.66%
RGC
4539
Redwood Grove Capital
California
$184M -$17.2M -9% 12.9% 79.8% 26 7.69%
PAM
4540
Pegasus Asset Management
New York
$184M -$46.5M -20% 15.8% 89% 80 13.75%
KFSC
4541
Keystone Financial Services (Colorado)
Colorado
$184M +$10.3M +6% 12.9% 66% 83 13.25%
GWAG
4542
Garrett Wealth Advisory Group
Texas
$184M -$11.1M -6% 13.7% 66.1% 61 19.67%
SFG
4543
Snider Financial Group
Washington
$184M -$36.2M -16% 12.3% 73.7% 70 20%
KWM
4544
Kanen Wealth Management
Florida
$183M -$375M -67% 22.4% 328% 29 37.93%
HAM
4545
HoldCo Asset Management
Florida
$183M +$46.2M +34% 13.7% 24 20.83%
SLA
4546
Silver Lake Advisory
Utah
$183M -$27.3M -13% 10.4% 70.9% 105 8.57%
LWA
4547
Lowe Wealth Advisors
Maryland
$183M -$37.8M -17% 11.6% 63.3% 345 4.93%
PTP
4548
Platform Technology Partners
New York
$183M -$24.8M -12% 13.8% 226 15.04%
HCM
4549
Hawkeye Capital Management
Florida
$183M -$70.4M -28% 13.2% 36 11.11%
CFC
4550
Coyle Financial Counsel
Illinois
$183M -$4.51M -2% 13.3% 62.4% 71 15.49%