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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 Avg Holding
Period (Yrs)
FNWM
4551
Financial Network Wealth Management
Utah
$202M +$17.1M +9% 10.4% – 106 11.32% 1.7
Eads & Heald Wealth Management
4552
Eads & Heald Wealth Management
Georgia
$202M +$5.26M +3% 4.83% 93.3% 150 7.33% 6.5
PAM
4553
Pegasus Asset Management
New York
$202M +$16.6M +9% 10.1% 101% 73 5.48% 4.2
Hel Ved Capital Management
4554
Hel Ved Capital Management
Hong Kong
$202M +$24.7M +14% 11.3% 1,351% 29 68.97% 0.5
Bank OZK
4555
Bank OZK
Arkansas
$202M -$299K -0.1% 4.85% 112% 125 1.6% 6.3
AIP
4556
Ahrens Investment Partners
Louisiana
$202M -$18.7M -8% 4.65% 82.3% 1,022 82.58% 0.5
PYA Waltman Capital
4557
PYA Waltman Capital
Tennessee
$201M +$10.9M +6% 4.01% 62.4% 62 6.45% 1.9
Operose Advisors
4558
Operose Advisors
Wisconsin
$201M +$14M +7% 2.81% 68.8% 399 23.56% 1
Wolf Group Capital Advisors
4559
Wolf Group Capital Advisors
Virginia
$201M -$10.9M -5% 6.03% 28.2% 118 11.02% 2.8
Roman Butler Fullerton & Co
4560
Roman Butler Fullerton & Co
Missouri
$201M +$7.72M +4% 8.42% 134% 211 20.38% 2.7
BOCM
4561
Bontempo Ohly Capital Management
Maryland
$201M +$32.8M +19% 4.83% 49.6% 39 28.21% 3.6
Intel Corp
4562
Intel Corp
California
$201M -$8.63M -4% 19.9% 9.79% 8 12.5% 0.8
RBA Wealth Management
4563
RBA Wealth Management
California
$201M +$10.2M +5% 4.16% 91% 98 12.24% 1.4
Ceeto Capital Group
4564
Ceeto Capital Group
Florida
$201M +$18.7M +10% 12.1% 94.4% 168 11.31% 3.5
Flagstone Financial Management
4565
Flagstone Financial Management
Nebraska
$200M +$36.2M +22% 4.45% 46.2% 43 9.3% 0.2
Tabor Asset Management
4566
Tabor Asset Management
New York
$200M +$24.5M +14% 19.1% 214% 43 46.51% 0.7
Founders Financial Alliance
4567
Founders Financial Alliance
North Carolina
$200M -$17.5M -8% 6.02% 84.9% 492 10.16% 2
Iron Horse Wealth Management
4568
Iron Horse Wealth Management
Iowa
$200M +$15M +8% 3.48% 29.1% 381 20.21% 0.9
True Wind Capital Management
4569
True Wind Capital Management
California
$200M +$37.8M +23% 25% 59.6% 3 0% 1.3
Exeter Financial
4570
Exeter Financial
Arizona
$200M +$7.64M +4% 1.82% 59.1% 89 6.74% 3.9
Beddow Capital Management
4571
Beddow Capital Management
Wyoming
$200M +$3.96M +2% 0.9% 50.7% 54 7.41% 4.3
GECH
4572
Garnet Equity Capital Holdings
New York
$199M +$46.2M +30% 10.2% 302% 46 63.04% 0.6
Bridge City Capital
4573
Bridge City Capital
Oregon
$199M +$4.47M +2% 5.63% 120% 95 5.26% 4
First Bankers Trust
4574
First Bankers Trust
Kentucky
$199M +$4.7M +2% 1.86% 78.9% 116 3.45% 6.6
Smart Money Group
4575
Smart Money Group
Texas
$199M +$7.67M +4% 2.34% 58.9% 55 18.18% 2.5