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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
EAM
4801
Eukles Asset Management
Ohio
$230M +$18.5M +9% 13.4% 69.7% 251 10.36%
SRSA
4802
S.R. Schill & Associates
Washington
$230M +$5.4M +2% 3.84% 36.7% 91 14.29%
FWM
4803
FSA Wealth Management
Massachusetts
$230M +$19.1M +9% 7.53% 644 7.45%
IW
4804
Instrumental Wealth
Florida
$230M +$137M +148% 9.36% 34.2% 46 17.39%
OCPWS
4805
One Charles Private Wealth Services
Massachusetts
$230M +$40.7M +22% 15% 99.7% 151 11.92%
TWM
4806
TSA Wealth Management
Texas
$230M +$15M +7% 6.29% 66 30.3%
RHP
4807
Royal Harbor Partners
Texas
$229M +$14.1M +7% 8.02% 49.5% 56 19.64%
MSG
4808
Main Street Group
Virginia
$229M -$58.2M -20% 9.9% 1,400 38.14%
TPW
4809
Transatlantique Private Wealth
New York
$229M +$14.9M +7% 10.1% 89% 224 12.5%
KCM
4810
Kaye Capital Management
California
$229M +$5.79M +3% 5.68% 39 15.38%
TAS
4811
TIFF Advisory Services
Pennsylvania
$229M +$18.1M +9% 8.3% 85.9% 26 23.08%
KFSC
4812
Keystone Financial Services (Colorado)
Colorado
$229M +$17.6M +8% 7.7% 52.9% 92 17.39%
KLC
4813
Kent Lake Capital
Nevada
$229M -$29.8M -12% 8.05% 92.1% 62 54.84%
NFSG
4814
Newbridge Financial Services Group
Florida
$229M +$24.4M +12% 15.9% 115% 1,337 28.05%
AW
4815
Alaethes Wealth
Nevada
$229M +$17.6M +8% 11.2% 80.5% 120 14.17%
BCM
4816
Beddow Capital Management
Wyoming
$229M +$14M +6% 6.65% 50.7% 61 9.84%
AGA
4817
Accuvest Global Advisors
Utah
$229M +$135M +144% 21.9% 126% 127 52.76%
LCC
4818
Lincoln Capital Corp
Rhode Island
$229M +$23.8M +12% 7.54% 73.9% 87 25.29%
TI
4819
TTP Investments
California
$229M -$3.59M -2% 15.2% 197% 35 22.86%
DIP
4820
Davis Investment Partners
North Carolina
$228M +$22M +11% 8.97% 64.6% 124 17.74%
WCA
4821
Whetstone Capital Advisors
Kansas
$228M +$29.6M +15% 41.2% 201% 37 35.14%
RS
4822
Rakuten Securities
Japan
$228M +$102M +80% 60% 773 28.46%
YCG
4823
Yeomans Consulting Group
Georgia
$228M +$27.5M +14% 7.46% 84 35.71%
CI
4824
Ceera Investments
Texas
$228M +$16M +8% 6.92% 47.9% 90 12.22%
MFG
4825
Monte Financial Group
Connecticut
$228M +$14M +7% 10.5% 55% 86 6.98%