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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
TFA
5001
Trinity Financial Advisors
Ohio
$152M +$14.1M +10% 11.2% 69.5% 72 18.06%
ONST
5002
Old North State Trust
North Carolina
$152M +$36.4M +31% 8.75% 456 27.41%
BFA
5003
Bluestem Financial Advisors
Illinois
$152M +$10.7M +8% 5.72% 39.5% 27 3.7%
EECFV
5004
EnCap Energy Capital Fund VIII
Texas
$152M -$10.8M -7% 1.26% 6.16% 3 0%
BBW
5005
Blue Barn Wealth
Utah
$152M +$11.4M +8% 5.53% 46.4% 141 29.79%
AWS
5006
Arkfeld Wealth Strategies
Nebraska
$152M +$7.53M +5% 6.15% 83.9% 73 6.85%
TA
5007
TKG Advisors
Indiana
$152M +$25.7M +20% 9.27% 104% 102 47.06%
IIM
5008
Ironwood Investment Management
Massachusetts
$152M +$8.71M +6% 12.4% 149% 173 9.83%
NCM
5009
NCM Capital Management
New Jersey
$152M +$19.4M +15% 11.6% 83.6% 179 13.41%
SHCM
5010
Stone House Capital Management
Florida
$152M +$39M +35% 35.1% 238% 2 0%
WA1
5011
Wimmer Associates 1
California
$152M +$427K +0.3% 9.7% 69.4% 111 2.7%
FBC
5012
Fairfield, Bush & Co
Connecticut
$151M +$9.86M +7% 10.4% 101% 127 12.6%
GFWA
5013
Grey Fox Wealth Advisors
Delaware
$151M 7.1% 41.9% 392
ACM
5014
Aisling Capital Management
New York
$151M +$879K +0.6% 28.6% 701% 17 5.88%
SCP
5015
Silverleafe Capital Partners
Tennessee
$151M -$4.73M -3% 7.34% 82.8% 69 27.54%
TCM
5016
Tieton Capital Management
Washington
$151M +$9.3M +7% 11% 154% 33 6.06%
AOGP
5017
Addition One General Partner
New York
$151M -$44.9M -23% 22.8% 2 0%
BC
5018
Barrett & Company
Rhode Island
$151M $0 0% 7.91% 74.8% 590 0%
SWM
5019
Seaside Wealth Management
California
$151M +$6.46M +4% 7.92% 42.9% 50 10%
PCR
5020
Potrero Capital Research
California
$151M +$4.86M +3% 2.92% 137% 56 64.29%
GSB
5021
Greenfield Savings Bank
Massachusetts
$151M +$12.8M +9% 11.8% 97.3% 146 15.75%
ZR
5022
Zeno Research
New York
$151M +$45.5M +43% 10.3% 25.2% 32 53.13%
MSWM
5023
Mader & Shannon Wealth Management
Missouri
$151M +$59.3M +65% 9.32% 53.1% 18 44.44%
BMCM
5024
Burns Matteson Capital Management
New York
$151M +$15M +11% 8.21% 144% 188 61.17%
BFG
5025
Baron Financial Group
New Jersey
$151M +$2.41M +2% 6.12% 52.1% 53 9.43%