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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
SW
4826
StrongBox Wealth
Missouri
$351M +$38.4M +12% 9.31% 57.8% 267 64.04%
FCM
4827
Fieldview Capital Management
Michigan
$351M +$8.13M +2% 14.3% 748 69.65%
DR
4828
Davis Rea
Ontario, Canada
$351M -$33M -9% 5.67% 45.7% 62 40.32%
MIM
4829
MTM Investment Management
South Carolina
$350M +$34.8M +11% 12.3% 80.5% 739 8.12%
SCM
4830
Stonehill Capital Management
New York
$350M +$153M +77% 1.3% 117% 21 57.14%
AC
4831
Attestor Capital
Cayman Islands
$350M -$29.4M -8% 11.6% 9 66.67%
OPW
4832
Oxler Private Wealth
New York
$350M +$30.6M +10% 13.7% 92.6% 97 9.28%
PBBUPS
4833
PKO BP Bankowy Universal Pension Society
Poland
$350M +$136M +64% 133% 13 0%
KFS
4834
Kirkwood Financial Services
Texas
$350M 16.3% 42
YAL
4835
Your Advocates Ltd
Texas
$350M +$22M +7% 7.96% 50% 249 22.89%
YWM
4836
Yukon Wealth Management
Kansas
$349M +$182M +109% 13.3% 135 43.7%
AFO
4837
Arrowroot Family Office
California
$349M +$46.8M +15% 11.1% 182 18.68%
DWM
4838
Denver Wealth Management
Colorado
$349M +$58.6M +20% 16.3% 64.4% 117 21.37%
PS
4839
Planned Solutions
California
$349M +$43.4M +14% 14.8% 60.8% 164 20.73%
RF
4840
Robinswood Financial
Washington
$349M +$31.1M +10% 7.84% 38.8% 457 12.25%
UWM
4841
USAdvisors Wealth Management
Minnesota
$349M +$47.8M +16% 12.7% 55% 150 12.67%
RCA
4842
Riverview Capital Advisers
Massachusetts
$349M +$49.1M +16% 28.2% 84.8% 95 16.84%
AI
4843
Auour Investments
Massachusetts
$349M +$30.8M +10% 7.66% 35.5% 98 10.2%
FFL
4844
Future Fund LLC
Illinois
$349M +$64.4M +23% 20.1% 93.1% 137 21.17%
TIM
4845
Timelo Investment Management
Ontario, Canada
$349M +$222M +175% 2.9% 104% 65 46.15%
PWM
4846
Parkshore Wealth Management
California
$348M +$49M +16% 10.7% 72 4.17%
PIC
4847
PCJ Investment Counsel
Ontario, Canada
$348M -$4.17M -1% 4.56% 164% 68 22.06%
TCM
4848
Tieton Capital Management
Washington
$348M +$49.2M +16% 18.5% 172% 38 10.53%
PWM
4849
Pines Wealth Management
North Carolina
$348M +$38.8M +13% 17.9% 232 12.5%
FUBT
4850
First United Bank & Trust
Maryland
$348M +$39.7M +13% 14.1% 69.2% 425 8.24%