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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
CTFG
4851
Capstone Triton Financial Group
Oklahoma
$166M +$3.79M +2% 1.26% 127 11.81%
AWS
4852
Arkfeld Wealth Strategies
Nebraska
$166M +$1.73M +1% 2.13% 83.9% 80 7.5%
AC
4853
Annandale Capital
Texas
$166M +$66K +0% 0.18% 52.5% 90 13.33%
CHA
4854
Cooper/Haims Advisors
New York
$166M +$13.7M +9% 1.11% 41.9% 92 18.48%
EP
4855
Elkhorn Partners
Nebraska
$165M +$2.12M +1% 0.68% 31.5% 46 15.22%
NWS
4856
Newport Wealth Strategies
California
$165M -$7.64M -4% 0.03% 51.5% 118 9.32%
OCM
4857
Orion Capital Management
California
$165M +$4.61M +3% 2.25% 66.8% 379 20.84%
HSWM
4858
Hubbell Strickland Wealth Management
Louisiana
$165M -$1.2M -0.7% 1.02% 49.2% 68 1.47%
VCA
4859
VIEX Capital Advisors
Florida
$165M +$25.3M +18% 7.06% 30.6% 19 68.42%
GAM
4860
Garrison Asset Management
Arkansas
$165M -$406K -0.2% 0.05% 52.1% 103 1.94%
LP
4861
LGL Partners
Pennsylvania
$165M -$2.47M -1% 1.1% 68.9% 96 6.25%
BFG
4862
Baron Financial Group
New Jersey
$165M +$3.98M +2% 1.12% 52.1% 238 5.88%
FWM
4863
ForthRight Wealth Management
Georgia
$165M +$7.04M +4% 0.94% 36.6% 41 21.95%
FIS
4864
Fundsmith Investment Services
Mauritius
$165M +$3.55M +2% 2.61% 41.8% 29 0%
CWA
4865
Capital Wealth Alliance
Arizona
$164M +$7.97M +5% 3.06% 119% 146 10.27%
BEI
4866
Benjamin Edwards Inc
Missouri
$164M +$18.8M +13% 0.47% 66.5% 552 28.8%
CI
4867
Cordant Inc
Oregon
$164M +$6.37M +4% 1.08% 47% 390 76.67%
LWM
4868
Loveless Wealth Management
Montana
$164M -$93K -0.1% 1.66% 131 6.87%
MIP
4869
Ma Investment Partnership
California
$164M -$15M -8% 3.78% 12 0%
SCS
4870
Syquant Capital SAS
France
$164M +$80.5M +97% 7.79% 176% 62 66.13%
ACM
4871
Alcosta Capital Management
California
$164M +$1.46M +0.9% 2.54% 169% 30 6.67%
SFS
4872
Searcy Financial Services
Kansas
$164M -$1.37M -0.8% 1.2% 58.5% 21 14.29%
EWG
4873
Executive Wealth Group
Washington
$164M -$5.38M -3% 2.59% 14.9% 49 4.08%
APWM
4874
Atlas Private Wealth Management
New York
$164M +$1.51M +0.9% 0.34% 19.8% 120 5%
BAM
4875
Bellevue Asset Management
Washington
$163M -$428K -0.3% 0.67% 51% 609 9.52%