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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
MCM
4626
Moerus Capital Management
New York
$230M +$14.2M +7% 5.22% 220% 13 0%
AWMT
4627
AAFMAA Wealth Management & Trust
North Carolina
$230M +$18.9M +9% 11.4% 58.8% 71 11.27%
TA
4628
TFG Advisers
Michigan
$229M +$22.9M +11% 11.6% 61.8% 206 5.34%
AC
4629
AlphaCore Capital
California
$229M +$32.1M +16% 8.08% 85.9% 142 38.73%
LAM
4630
Lapides Asset Management
Connecticut
$229M -$11.9M -5% 1.94% 63% 86 22.09%
IWMA
4631
Ironwood Wealth Management (Arizona)
Arizona
$229M +$16.9M +8% 3.16% 31.1% 53 5.66%
PIC
4632
Portland Investment Counsel
Ontario, Canada
$229M +$9.84M +4% 2.64% 108% 39 10.26%
KA
4633
Kercheville Advisors
Texas
$229M +$18.1M +9% 9.46% 240% 127 18.9%
AVAI
4634
Atlas Venture Associates IX
Massachusetts
$229M -$71.8M -24% 23.2% 89.8% 7 0%
RG
4635
Retirement Group
California
$229M +$11.6M +5% 7.6% 33.7% 780 18.33%
T2I
4636
Turim 21 Investimentos
Brazil
$229M +$12.7M +6% 3.67% 62.1% 117 35.04%
SI
4637
SimpliFi Inc
California
$229M +$6.26M +3% 3.55% 26.7% 33 24.24%
LPWM
4638
Lake Point Wealth Management
Texas
$229M +$11.9M +5% 5.85% 507 17.16%
GAAM
4639
Guinness Atkinson Asset Management
California
$229M +$13.7M +6% 12.7% 132% 95 0%
KFO
4640
Kopp Family Office
Minnesota
$229M -$23.2M -9% 10.9% 34% 14 0%
VAG
4641
VisionPoint Advisory Group
Texas
$229M +$4.5M +2% 5.97% 74.2% 111 22.52%
SPG
4642
Snow Phipps Group
New York
$229M +$100M +78% 4.37% 89.2% 2 0%
GCA
4643
GSI Capital Advisors
California
$229M +$28.1M +14% 16.4% 39.7% 40 45%
BRC
4644
Bedford Ridge Capital
New York
$228M 36.1% 1
NSB
4645
Norway Savings Bank
Maine
$228M +$15.7M +7% 8.43% 101% 329 9.12%
CNBT
4646
Cornerstone National Bank & Trust
Illinois
$228M +$1.44M +0.6% 3.72% 33.9% 66 10.61%
AGA
4647
Accuvest Global Advisors
Utah
$228M +$16.2M +8% 6.28% 130% 134 35.07%
CA
4648
Centerpoint Advisors
Massachusetts
$228M +$18.1M +9% 9.89% 74.2% 483 39.75%
ACM
4649
Altai Capital Management
California
$228M -$79.2M -26% 4.66% 24.9% 16 31.25%
DLG
4650
Daniel L. Goodwin
$228M +$12.2M +6% 8.95% 72.6% 121 23.14%