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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
LJHT
4876
Laurie J. Hall Trustee
$301M -$5.16M -2% 4.41% 96% 116 9.48%
PCM
4877
Punch Card Management
Florida
$301M -$21.5M -7% 3.43% 41% 6 16.67%
TWA
4878
Tulsa Wealth Advisors
Oklahoma
$301M 1.73% 110
VAM
4879
Vert Asset Management
California
$301M +$3.24M +1% 2.99% 43.6% 47 6.38%
HLCM
4880
Hi-Line Capital Management
South Dakota
$300M -$16.4M -5% 1.64% 57.5% 42 19.05%
OWM
4881
OneAscent Wealth Management
Alabama
$300M +$2.77M +0.9% 1.76% 36.8% 191 16.23%
KF
4882
Ketron Financial
California
$300M 2.96% 56
WG
4883
Wellington Group
Indiana
$300M 3.75% 397
PWM
4884
Prosperity Wealth Management
California
$300M +$5.76M +2% 1.74% 175% 309 41.1%
AM
4885
Aspect Management
California
$300M 24.8% 1
BFA
4886
Buttonwood Financial Advisors
Maryland
$300M +$9.51M +3% 3.8% 66.3% 106 4.72%
RP
4887
Ravenswood Partners
Virginia
$300M -$16.4M -5% 0.31% 37 10.81%
FRA
4888
Front Row Advisors
California
$300M +$2.37M +0.8% 2.65% 122% 573 4.54%
SAMC
4889
Spectrum Asset Management (California)
California
$300M +$15.4M +5% 2.14% 56.5% 126 26.19%
BC
4890
Barrett & Company
Rhode Island
$300M +$8.11M +3% 2.05% 74.8% 679 8.98%
SA
4891
Skyline Advisors
Washington
$300M +$9.3M +3% 0.62% 105 9.52%
TFA
4892
TPG Financial Advisors
Oregon
$300M +$31.1M +12% 0.92% 78 17.95%
SICM
4893
Sustainable Insight Capital Management
New York
$300M -$18.7M -6% 2.9% 106% 89 33.71%
ACM
4894
Argyle Capital Management
Pennsylvania
$300M +$10.3M +4% 4.17% 95.8% 139 4.32%
DP
4895
Denver PWM
Colorado
$299M -$21.3M -7% 0.97% 36.2% 78 2.56%
CHJWM
4896
Carlton Hofferkamp & Jenks Wealth Management
Texas
$299M +$1.59M +0.5% 3.25% 58.2% 145 6.21%
AWA
4897
Alta Wealth Advisors
Massachusetts
$299M +$20.1M +7% 3.52% 120% 181 21.55%
HWM
4898
Hassell Wealth Management
Louisiana
$299M +$10.8M +4% 1.79% 46.3% 26 0%
DFG
4899
Demars Financial Group
Washington
$299M +$10.2M +4% 1.95% 60.9% 99 15.15%
MW
4900
Marks Wealth
Maryland
$299M -$25M -8% 5.06% 169% 36 75%