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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
SFS
5101
Searcy Financial Services
Kansas
$172M +$9.98M +6% 6.21% 58.5% 21 14.29%
OCPWS
5102
One Charles Private Wealth Services
Massachusetts
$172M +$11.1M +7% 8.44% 99.7% 130 12.31%
WMR
5103
Wealth Management Resources
Rhode Island
$172M +$9.41M +6% 1.94% 36.5% 48 31.25%
IAMH
5104
IvyRock Asset Management (HK)
Hong Kong
$172M -$23.5M -12% 3.03% 76% 19 21.05%
KCFA
5105
Key Client Fiduciary Advisors
New Jersey
$172M +$11.6M +7% 5.05% 95.1% 185 12.97%
PWA
5106
Phoenix Wealth Advisors
North Carolina
$172M +$10.2M +6% 4.65% 60.1% 113 16.81%
1CM
5107
1492 Capital Management
Wisconsin
$172M +$9.63M +6% 11.4% 332% 117 29.91%
IWMWV
5108
Ironwood Wealth Management (West Virginia)
West Virginia
$172M +$4M +2% 2.78% 35.2% 24 4.17%
AI
5109
Acuitas Investments
Washington
$172M +$74.9M +77% 8.55% 145% 117 74.36%
SCM
5110
Segra Capital Management
Florida
$172M +$30.4M +22% 18.4% 37.2% 8 25%
PBC
5111
Pavion Blue Capital
California
$172M +$9.21M +6% 6.11% 77.6% 100 4%
AFS
5112
Access Financial Services
Minnesota
$172M +$6.99M +4% 3.49% 44.8% 90 18.89%
BTIM
5113
BancFirst Trust & Investment Management
Oklahoma
$171M +$4.02M +2% 6.1% 44.9% 46 10.87%
MIM
5114
Moseley Investment Management
Florida
$171M +$17.3M +11% 10.7% 96.6% 148 6.76%
GIA
5115
Goodwin Investment Advisory
Georgia
$171M +$17.9M +12% 8.29% 60.8% 85 9.41%
PIA
5116
Powell Investment Advisors
Florida
$171M -$8.61M -5% 5.53% 76.1% 140 10%
HCM
5117
Hutner Capital Management
Vermont
$171M +$6.76M +4% 4.71% 52.2% 44 0%
KWM
5118
KFG Wealth Management
Indiana
$171M +$26.6M +18% 6.8% 50.4% 122 26.23%
MAWCM
5119
Mine & Arao Wealth Creation & Management
California
$171M +$15.2M +10% 11% 92% 346 10.4%
KIG
5120
Kennedy Investment Group
New Jersey
$171M +$7.33M +4% 4.61% 84.8% 123 6.5%
RA
5121
Ruggaard & Associates
Ohio
$171M +$8.84M +5% 3.77% 47.6% 110 4.55%
MAM
5122
MMA Asset Management
Pennsylvania
$171M +$30.9M +22% 4% 54.3% 121 23.14%
NG
5123
NWK Group
California
$171M +$16.8M +11% 18.2% 268% 75 21.33%
CPW
5124
Crestmont Private Wealth
Texas
$171M +$17.6M +12% 4.72% 54.8% 52 13.46%
OCA
5125
Otter Creek Advisors
Florida
$171M +$31M +22% 5.5% 173% 53 50.94%