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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
M2MC
4651
Matthew 25 Management Corp
Pennsylvania
$327M +$2.29M +0.7% 5.16% 122% 23 26.09%
FFA
4652
Fi3 Financial Advisors
Indiana
$327M +$31.2M +11% 5.66% 66% 201 25.37%
JAM
4653
JCIC Asset Management
Ontario, Canada
$327M +$7.1M +2% 6.44% 116 6.03%
ST
4654
Somerset Trust
Pennsylvania
$327M +$2.97M +0.9% 2.06% 69.7% 186 6.45%
RWM
4655
Reston Wealth Management
Virginia
$327M +$17.1M +6% 2.59% 60.7% 65 20%
AFGI4KRSP
4656
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$327M -$24M -7% 6.2% 5.11% 1 0%
EAM
4657
EdenTree Asset Management
United Kingdom
$326M -$88.8M -21% 4.82% 43.7% 63 1.59%
PHWM
4658
Pine Harbor Wealth Management
Maryland
$326M +$14.6M +5% 1.9% 112 8.93%
UWP
4659
Uniting Wealth Partners
Kansas
$326M -$97.5M -23% 4.51% 210 32.38%
AP
4660
Anchyra Partners
Georgia
$326M 3.05% 259
VC
4661
Veery Capital
Delaware
$326M +$9.07M +3% 2.19% 57.1% 99 10.1%
PPWM
4662
Paragon Private Wealth Management
Kentucky
$326M +$20.6M +7% 2.44% 93.9% 227 8.81%
HIA
4663
HTG Investment Advisors
Connecticut
$325M +$28.2M +10% 2.34% 51.8% 77 3.9%
FNWM
4664
Financial Network Wealth Management
Utah
$325M +$1.31M +0.4% 1.52% 119 5.88%
CIA
4665
Cape Investment Advisory
Georgia
$325M +$223M +220% 2.28% 65.2% 1,342 39.49%
CA
4666
Centerpoint Advisors
Massachusetts
$325M +$2.75M +0.9% 3.25% 61.2% 485 18.14%
TFG
4667
Tilson Financial Group
New Jersey
$325M +$20.7M +7% 1.71% 39.3% 83 7.23%
FS
4668
Ferguson Shapiro
Georgia
$325M +$16.1M +5% 0.91% 39.6% 93 33.33%
PAM
4669
Pegasus Asset Management
New York
$325M +$13.2M +4% 4.22% 82% 72 9.72%
SFS
4670
Stiles Financial Services
Minnesota
$325M +$7.68M +2% 4.18% 88.2% 179 5.59%
EP
4671
Essential Partners
California
$325M +$21.6M +7% 6.42% 2,947 15.44%
MAMA
4672
Myriad Asset Management Advisors
Florida
$325M 5.66% 48
BWM
4673
Baron Wealth Management
Michigan
$325M +$22.2M +7% 4.12% 86.8% 286 22.73%
FLA
4674
Financial Life Advisors
Texas
$324M +$13M +4% 1.47% 42.7% 53 11.32%
ACM
4675
Aurdan Capital Management
Pennsylvania
$324M +$9.83M +3% 1.85% 90 4.44%