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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
WS
5126
Wela Strategies
Georgia
$264M +$10.3M +4% 4.87% 51.3% 59 16.95%
RIM
5127
Reliant Investment Management
Tennessee
$264M +$32.6M +14% 9.01% 122% 61 11.48%
DFG
5128
Dupree Financial Group
Kentucky
$263M +$9.38M +4% 10.9% 81 28.4%
RCM
5129
Raleigh Capital Management
North Carolina
$263M +$24.7M +10% 7.61% 71.8% 688 32.85%
SFS
5130
Searcy Financial Services
Kansas
$263M +$17.1M +7% 7.34% 58.5% 26 7.69%
TWM
5131
Triton Wealth Management
Arizona
$263M +$28.7M +12% 10.2% 122 21.31%
SST
5132
S Squared Technology
New York
$263M +$25.7M +11% 15.8% 138% 41 26.83%
BTIM
5133
BancFirst Trust & Investment Management
Oklahoma
$263M +$47.1M +22% 4.63% 44.9% 43 11.63%
AWM
5134
Avaii Wealth Management
Wisconsin
$263M +$37.9M +17% 11.9% 68.3% 157 20.38%
APIM
5135
Agate Pass Investment Management
Washington
$263M +$19.3M +8% 9.16% 68% 108 5.56%
RAM
5136
RJA Asset Management
Connecticut
$263M -$27.8M -10% 22.5% 80.2% 4 25%
FFP
5137
Freedom Financial Partners
Minnesota
$262M +$25.2M +11% 7.63% 84 10.71%
PPA
5138
Painted Porch Advisors
California
$262M +$18.7M +8% 5.98% 512 17.19%
MP
5139
Marcho Partners
United Kingdom
$262M -$19.9M -7% 11.7% 112% 9 0%
IFPG
5140
Intrepid Financial Planning Group
Indiana
$262M +$24.4M +10% 8.25% 64.1% 134 12.69%
GIM
5141
Goodlander Investment Management
Texas
$262M +$18.7M +8% 41.4% 17 70.59%
DJC
5142
Daily Journal Corp
California
$262M +$26.9M +11% 13.4% 108% 4 0%
FDW
5143
Fourth Dimension Wealth
Ohio
$262M +$25.4M +11% 7.28% 616 6.49%
PW
5144
Potentia Wealth
California
$262M +$86.6M +49% 8.94% 96 28.13%
BWM
5145
Biltmore Wealth Management
Arizona
$262M +$14.9M +6% 6.17% 55.6% 60 6.67%
WP
5146
Wealthspan Partners
Iowa
$262M +$20M +8% 6.47% 59.1% 127 5.51%
SIM
5147
Synergy Investment Management
Florida
$262M +$95.9M +58% 6.97% 129 38.76%
SM
5148
Samjo Management
New York
$262M +$24.8M +10% 11.8% 64 17.19%
CWA
5149
Cura Wealth Advisors
Illinois
$262M +$11.6M +5% 5.9% 142 28.87%
DCC
5150
Dow Chemical Company
Michigan
$262M +$24M +10% 6.6% 39% 7 57.14%