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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
SA
4676
SAM Advisors
California
$277M +$4.1M +2% 0.06% 57.5% 43 13.95%
KA
4677
Kooman & Associates
Pennsylvania
$276M +$5.54M +2% 1.23% 59.9% 51 15.69%
SFS
4678
Stiles Financial Services
Minnesota
$276M -$7.7M -3% 0.25% 133% 195 9.74%
ACMG
4679
Anchor Capital Management Group
California
$276M 2.66% 18
OFA
4680
Oak Family Advisors
Illinois
$276M -$49.5M -15% 2.03% 83.5% 148 27.7%
HP
4681
Holistic Planning
Texas
$276M +$39.5M +17% 1.11% 179 17.32%
YCM
4682
Yakira Capital Management
Connecticut
$276M -$2.8M -1% 4.08% 74.1% 320 42.81%
JWM
4683
Jeppson Wealth Management
California
$276M -$3.47M -1% 1.21% 91.6% 209 6.7%
TCM
4684
TAM Capital Management
Connecticut
$276M +$47.2M +21% 9.35% 4.15% 13 53.85%
ACM
4685
Anfield Capital Management
California
$276M +$13.3M +5% 1.11% 65.2% 509 25.34%
CPC
4686
Congress Park Capital
New York
$275M +$5.6M +2% 2.34% 95.6% 119 14.29%
FUBT
4687
First United Bank & Trust
Maryland
$275M -$3.01M -1% 0.79% 69.2% 394 7.87%
THCM
4688
Taylor Hoffman Capital Management
Virginia
$275M +$14.4M +6% 1.5% 117 5.98%
PMA
4689
Prudent Man Advisors
Illinois
$275M -$24.5M -8% 0.84% 82.8% 189 13.76%
HKIM
4690
Hayek Kallen Investment Management
Alabama
$275M -$7.06M -3% 0.14% 71.9% 94 3.19%
EPIME
4691
Evelyn Partners Investment Management (Europe)
$275M 2.25% 189
CFCI
4692
Comprehensive Financial Consultants Institutional
Indiana
$275M +$656K +0.2% 0.1% 70.2% 178 13.48%
FIM
4693
FWL Investment Management
Texas
$275M +$13.7M +5% 3.25% 165% 334 18.56%
OWM
4694
Olympus Wealth Management
Utah
$275M -$16.2M -6% 2.79% 43.1% 18 16.67%
RWPA
4695
Richard W. Paul & Associates
Michigan
$275M -$3.86M -1% 0.3% 65.2% 532 8.46%
SHFA
4696
SS&H Financial Advisors
Michigan
$275M -$3K -0% 1.43% 129 7.75%
LC
4697
LCNB Corp
Ohio
$274M -$8.07M -3% 0.47% 75.2% 184 3.8%
LSWP
4698
Liberty Square Wealth Partners
Pennsylvania
$274M 0.7% 154
MC
4699
Mathes Company
New York
$274M -$9.44M -3% 4.16% 121% 129 5.43%
SC
4700
Schulhoff & Co
Ohio
$274M +$34.5M +14% 3.88% 51.8% 131 4.58%