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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
SAMU
5076
SONA Asset Management (US)
New York
$190M 0.52% 41% 352
ICM
5077
ISZO Capital Management
New York
$190M -$36.6M -16% 14.8% 68.2% 8 25%
MFG
5078
Monte Financial Group
Connecticut
$190M +$15.7M +9% 8.04% 57.9% 74 21.62%
RCA
5079
Rex Capital Advisors
Rhode Island
$190M -$3.74M -2% 0.25% 7.31% 26 26.92%
SPI
5080
Santori & Peters Inc
Pennsylvania
$190M +$13.7M +8% 8.97% 88% 60 8.33%
ARAM
5081
Ardmore Road Asset Management
New York
$190M 6.99% 245% 25
HWM
5082
Howard Wealth Management
Connecticut
$190M +$10.6M +6% 4.86% 60.3% 134 8.21%
DRS
5083
Deane Retirement Strategies
Louisiana
$189M +$10.7M +6% 5.73% 64.7% 72 50%
CT
5084
Columbia Trust
Oregon
$189M -$271K -0.1% 7.82% 36% 139 0.72%
BCM
5085
Brookmont Capital Management
Texas
$189M +$19.5M +12% 15.5% 36.6% 61 9.84%
LHC
5086
Little House Capital
Massachusetts
$189M +$18.5M +11% 9.59% 108% 140 8.57%
TSWM
5087
Tyler-Stone Wealth Management
Ohio
$189M 10.6% 949
GSAM
5088
Grant Street Asset Management
Pennsylvania
$189M +$18.6M +11% 8.73% 41.6% 57 33.33%
DFG
5089
Demars Financial Group
Washington
$189M +$19.3M +11% 10.1% 59.6% 91 10.99%
EVP
5090
Evergreen Venture Partners
Israel
$189M 8.04% 88.4% 1
SHA
5091
Seneca House Advisors
Virginia
$189M +$22.4M +13% 9.93% 58.2% 94 13.83%
TCOK
5092
Trust Company of Kansas
Kansas
$189M +$13.6M +8% 5.24% 87% 72 13.89%
TIAM2
5093
Tru Independence Asset Management 2
Oregon
$189M +$47.6M +34% 8.72% 146 38.36%
SIRP
5094
Shelter Insurance Retirement Plan
Missouri
$189M +$10.8M +6% 6.4% 60.5% 8 0%
NIA
5095
NIA Impact Advisors
California
$188M -$46.1M -20% 1.27% 58 5.17%
LL
5096
LPWM LLC
Minnesota
$188M +$20.1M +12% 7.32% 54.3% 67 8.96%
BDCM
5097
Black Diamond Capital Management
Connecticut
$188M 27.1% 28.3% 16
ACM
5098
Asymmetry Capital Management
California
$188M +$22M +13% 12.2% 300% 38 60.53%
SL
5099
SWMG LLC
Texas
$188M +$16M +9% 4.44% 61.3% 68 11.76%
KFA
5100
Kelleher Financial Advisors
New York
$188M -$38.7M -17% 11.7% 72.4% 157 28.03%