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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
IAS
4551
Investment Advisory Services
Texas
$194M +$27.1M +16% 10.8% 65.4% 96 4.17%
MFG
4552
Monte Financial Group
Connecticut
$194M +$31.2M +19% 14.3% 57.9% 84 8.33%
TA
4553
Tamarack Advisers
California
$194M +$23.9M +14% 11.6% 46.5% 53 45.28%
GWA
4554
GGM Wealth Advisors
Maryland
$194M +$8.74M +5% 9.04% 25.9% 144 13.19%
OFG
4555
Omega Financial Group
California
$194M +$493K +0.3% 6.14% 45.2% 83 9.64%
FRA
4556
Front Row Advisors
California
$194M +$500K +0.3% 10% 142% 968 10.43%
LCM
4557
Leisure Capital Management
California
$194M +$28.4M +17% 9.52% 98% 148 14.19%
PTP
4558
Platform Technology Partners
New York
$194M +$18M +10% 8.37% 217 14.75%
AA
4559
Argent Advisors
Louisiana
$193M +$21.9M +13% 10.6% 63.1% 139 10.79%
ATC
4560
Adirondack Trust Company
New York
$193M +$14.4M +8% 10.1% 84.9% 492 4.07%
PCA
4561
Prospect Capital Advisors
California
$193M +$3.7M +2% 7.7% 202% 35 31.43%
RBFC
4562
Roman Butler Fullerton & Co
Missouri
$193M +$36M +23% 10.1% 121% 201 21.39%
FGN
4563
Foundry Group Next
Colorado
$193M 5.3% 4
WI
4564
Wahed Invest
New York
$193M +$28.9M +18% 8.88% 140% 254 11.42%
RCGI
4565
Ribbit Capital GP III
California
$193M -$21.5M -10% 9.79% 2 0%
BSA
4566
Bull Street Advisors
Georgia
$193M +$15M +8% 9.44% 41.9% 91 3.3%
ARAM
4567
Ardmore Road Asset Management
New York
$193M -$59.9M -24% 0.69% 245% 42 64.29%
MIM
4568
MTM Investment Management
South Carolina
$193M +$16.5M +9% 9.65% 80.5% 276 8.33%
WP
4569
Westmount Partners
California
$192M 6.9% 101% 172
RCM
4570
Raleigh Capital Management
North Carolina
$192M +$21.2M +12% 10.3% 71.8% 915 24.59%
DK
4571
David Kennon
Florida
$192M +$10.2M +6% 6.34% 46.9% 17 0%
HWMG
4572
Hurlow Wealth Management Group
Indiana
$192M +$20.6M +12% 8.51% 55.8% 98 6.12%
EF
4573
Exeter Financial
Arizona
$192M +$19.8M +12% 12.2% 50.4% 89 6.74%
HC
4574
Hillman Company
Pennsylvania
$192M +$245K +0.1% 2.51% 134% 15 13.33%
IAMOG
4575
Investors Asset Management of Georgia
Georgia
$192M -$2.28M -1% 14.2% 113% 585 70.6%