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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
VIG
5026
Vienna Insurance Group
Poland
$142M -$5.84M -4% 1.67% 188% 37 8.11%
FBC
5027
Fairfield, Bush & Co
Connecticut
$142M -$28.4M -17% 4.32% 112% 519 77.65%
GAM
5028
Garrison Asset Management
Arkansas
$142M -$7.66M -5% 3.49% 52.1% 97 6.19%
SCM
5029
Sterneck Capital Management
Missouri
$141M -$7.77M -5% 6.84% 61.5% 97 9.28%
BA
5030
Baugh & Associates
Georgia
$141M -$7.25M -5% 4.35% 83.8% 38 0%
BFA
5031
Bluestem Financial Advisors
Illinois
$141M -$2.49M -2% 5.64% 39.5% 27 0%
TCOK
5032
Trust Company of Kansas
Kansas
$141M -$29.2M -17% 5.95% 87% 49 12.24%
CWM
5033
Collaborative Wealth Management
Florida
$141M -$11.1M -7% 5.17% 41.6% 190 14.74%
HWM
5034
Howard Wealth Management
Connecticut
$141M +$46.9M +50% 4.07% 60.3% 117 49.57%
SM
5035
Scoggin Management
New York
$141M -$69.5M -33% 5.97% 889% 62 45.16%
OWIM
5036
Old West Investment Management
California
$141M -$1.86M -1% 0.96% 242% 44 11.36%
FWA
5037
FOCUS Wealth Advisors
Texas
$141M -$4.8M -3% 2.72% 63.8% 50 20%
RWRC
5038
R.W. Roge & Company
New York
$141M -$4.56M -3% 3.02% 68.1% 39 10.26%
PWS
5039
Peterson Wealth Services
Utah
$141M +$2.31M +2% 3.62% 153% 88 6.82%
BMWM
5040
Brown Miller Wealth Management
Virginia
$141M -$5.99M -4% 6.11% 102% 126 20.63%
DLHL
5041
Donald L. Hagan LLC
Florida
$141M -$16M -10% 6.76% 47.9% 95 13.68%
IPW
5042
Intergy Private Wealth
Colorado
$141M +$14.1M +11% 6.39% 67.6% 71 26.76%
JIM
5043
JCP Investment Management
Texas
$141M -$245K -0.2% 1.06% 94.7% 19 42.11%
CFP
5044
Cypress Financial Planning
New Jersey
$141M -$5.01M -3% 5.75% 37.9% 54 5.56%
CAM
5045
Connacht Asset Management
New York
$141M -$97.6M -41% 0.27% 63.8% 180 50%
LIM
5046
Lagoda Investment Management
New York
$141M -$10.3M -7% 1.79% 250% 39 5.13%
RIM
5047
Reliant Investment Management
Tennessee
$141M -$1.84M -1% 2.15% 122% 56 19.64%
BBW
5048
Blue Barn Wealth
Utah
$141M +$10M +8% 10.1% 46.4% 124 12.1%
KGAMU
5049
KPS Global Asset Management (UK)
United Kingdom
$140M -$33.7M -19% 15.2% 523% 5 0%
NOI
5050
Newton One Investments
Delaware
$140M +$5.97M +4% 5.32% 38.7% 127 6.3%