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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
AGAM
5026
Audent Global Asset Management
California
$183M -$56.5M -24% 4.78% 112% 52 17.31%
KCM
5027
Kempner Capital Management
Texas
$183M +$12.9M +8% 0.55% 60.9% 62 27.42%
VIM
5028
Vista Investment Management
Pennsylvania
$183M -$1.71M -0.9% 3.69% 54.4% 176 13.07%
PSF
5029
Pacific Sun Financial
California
$183M -$4.87M -3% 5.1% 70.3% 188 6.91%
TA
5030
TRB Advisors
New York
$182M -$128M -41% 4.68% 64% 8 25%
CC
5031
Constitution Capital
Connecticut
$182M -$5.16M -3% 4.16% 70.2% 72 15.28%
TC
5032
Truvestments Capital
Florida
$182M -$16.8M -8% 2.16% 131% 623 71.75%
TCWM
5033
Total Clarity Wealth Management
Illinois
$182M -$38M -17% 2.1% 69.7% 1,001 79.42%
FA
5034
Fortis Advisors
Pennsylvania
$182M +$9.99M +6% 0.93% 72.8% 312 18.91%
IHWM
5035
Iron Horse Wealth Management
Iowa
$182M +$4.18M +2% 4.06% 29.1% 278 22.3%
FP
5036
Fiduciary Planning
Florida
$182M +$4.39M +2% 3.7% 65.5% 48 20.83%
TSWM
5037
Tyler-Stone Wealth Management
Ohio
$182M -$7.16M -4% 1.81% 987 16.92%
MPM
5038
Mountaineer Partners Management
New York
$182M -$1.93M -1% 23.6% 158% 21 47.62%
BOCM
5039
Bontempo Ohly Capital Management
Maryland
$182M -$12M -6% 1.87% 49.6% 37 24.32%
GGI
5040
GPM Growth Investors
Michigan
$182M -$19.1M -10% 5.18% 38 18.42%
TAM
5041
Tabor Asset Management
New York
$182M +$13.2M +8% 11.9% 215% 51 66.67%
FCCM
5042
First City Capital Management
Georgia
$182M +$3.69M +2% 0.01% 76.5% 173 6.36%
BEW
5043
Burton Enright Welch
California
$181M +$31.7M +21% 1.51% 62.8% 64 14.06%
DC
5044
Diametric Capital
Massachusetts
$181M +$50.6M +39% 0.41% 175% 327 72.78%
GSWM
5045
Greenup Street Wealth Management
Michigan
$181M +$11M +6% 5.16% 65.6% 102 36.27%
DRS
5046
Deane Retirement Strategies
Louisiana
$181M -$8.38M -4% 4.45% 64.7% 68 44.12%
SFSG
5047
Sound Financial Strategies Group
Mississippi
$181M -$18.9M -9% 2.44% 26.4% 110 64.55%
KFA
5048
Kelleher Financial Advisors
New York
$181M -$7.07M -4% 1.51% 72.4% 127 13.39%
TCM
5049
Tieton Capital Management
Washington
$181M +$2.43M +1% 5.26% 172% 34 8.82%
VBFG
5050
Vishria Bird Financial Group
Tennessee
$181M -$33.9M -16% 7.21% 74.3% 67 14.93%