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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
CIM
4576
Courant Investment Management
Tennessee
$116M +$7.1M +7% 17.9% 33.5% 13 15.38%
TWM
4577
TLW Wealth Management
Florida
$116M +$24.5M +27% 34% 82.1% 20 5%
HFP
4578
Holistic Financial Partners
Indiana
$116M +$19.4M +20% 17.7% 95.7% 110 17.27%
LIM
4579
Loudon Investment Management
New Hampshire
$116M +$20.3M +21% 22.6% 50.1% 85 17.65%
GWM
4580
Gray Wealth Management
Maine
$116M +$24.7M +27% 17.1% 22.1% 93 12.9%
WFA
4581
Wade Financial Advisory
California
$116M +$15.5M +15% 19.2% 15.9% 69 14.49%
BM
4582
Baymount Management
Florida
$116M 24.4% 21
JF
4583
JSF Financial
California
$116M +$17M +17% 23.7% 66.4% 68 20.59%
HWA
4584
Hillcrest Wealth Advisors
New Jersey
$116M +$15.2M +15% 18.5% 55% 45 11.11%
OKSA
4585
O'Keefe Stevens Advisory
New York
$115M 27% 216% 36
AIA
4586
Armor Investment Advisors
North Carolina
$115M +$17.5M +18% 16.6% 43.8% 145 12.41%
CI
4587
Cordant Inc
Oregon
$115M +$17.8M +18% 11.2% 47% 59 10.17%
BHBT
4588
Burke & Herbert Bank & Trust
Virginia
$115M +$16.5M +17% 17.3% 52.7% 128 7.03%
WPEP
4589
Walnut Private Equity Partners
Nebraska
$115M +$29.2M +34% 29.9% 60.6% 22 18.18%
DLHL
4590
Donald L. Hagan LLC
Florida
$115M +$3.58M +3% 14.7% 47.9% 89 19.1%
GFPC
4591
Global Financial Private Client
Florida
$115M +$20.5M +22% 16% 90.4% 555 13.15%
CCM
4592
Colorado Capital Management
Colorado
$115M +$7.03M +7% 17.5% 53.4% 76 3.95%
WC
4593
Westhampton Capital
North Carolina
$115M +$18.5M +19% 19.1% 95.6% 107 12.15%
PBC
4594
Pavion Blue Capital
California
$115M +$18.3M +19% 16% 67.6% 81 11.11%
JFG
4595
Jefferies Financial Group
New York
$115M +$39.6M +53% 211% 104% 9 33.33%
NWM
4596
Northwest Wealth Management
Iowa
$115M +$15.8M +16% 16.8% 63.4% 97 9.28%
PFA
4597
Pinnacle Family Advisors
Missouri
$115M +$31.4M +38% 27.8% 77.3% 96 61.46%
ACA
4598
Ascension Capital Advisors
Texas
$114M +$19.2M +20% 22% 49.6% 45 24.44%
ARI
4599
Applied Research Investments
Delaware
$114M 34.6% 38
BCM
4600
Beddow Capital Management
Wyoming
$114M +$5.69M +5% 19% 50.7% 51 7.84%