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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
LWM
5226
Laidlaw Wealth Management
New York
$230M +$27.3M +14% 14.9% 150% 205 21.95%
MA
5227
MKT Advisors
California
$230M +$16.3M +8% 0.84% 49.2% 161 10.56%
ACA
5228
Ascension Capital Advisors
Texas
$229M +$15.1M +7% 1.68% 59.3% 42 21.43%
FM
5229
Freemont Management
Switzerland
$229M +$25.1M +12% 4.61% 113% 88 18.18%
CCM
5230
Consolidated Capital Management
California
$229M +$209K +0.1% 1.93% 159% 36 2.78%
WIP
5231
WealthCare Investment Partners
Rhode Island
$229M +$1.1M +0.5% 0.46% 62.6% 150 9.33%
FC
5232
FACT Capital
New York
$229M -$28.6M -11% 4.95% 227% 22 27.27%
IMA
5233
Investment Management Associates
Colorado
$229M -$26.7M -10% 3.54% 51.6% 35 22.86%
IPA
5234
Investment Planning Advisors
Georgia
$229M +$33M +17% 0.08% 66 15.15%
MAM
5235
MMA Asset Management
Pennsylvania
$229M -$146M -39% 0.97% 54.3% 151 33.11%
AWA
5236
Alta Wealth Advisors
Massachusetts
$229M +$9.75M +4% 3.61% 120% 145 17.24%
HLCM
5237
Hi-Line Capital Management
South Dakota
$229M +$24.9M +12% 3.84% 57.5% 42 40.48%
SICM
5238
Sustainable Insight Capital Management
New York
$229M +$7.9M +4% 5.81% 150% 93 44.09%
DFG
5239
Demars Financial Group
Washington
$228M +$9.23M +4% 0.75% 59.6% 79 26.58%
SFS
5240
Solitude Financial Services
Virginia
$228M -$5.82M -2% 1.25% 55.4% 37 16.22%
AWMT
5241
AAFMAA Wealth Management & Trust
North Carolina
$228M +$1.39M +0.6% 0.92% 58.8% 67 1.49%
HCM
5242
Hahn Capital Management
California
$228M +$72.9M +47% 0.36% 53.6% 30 6.67%
FOR
5243
Family Office Research
Maryland
$228M 3.67% 75
SM
5244
Sensible Money
Arizona
$228M -$784K -0.3% 2.11% 65% 87 6.9%
RA
5245
Ruggaard & Associates
Ohio
$228M -$1.71M -0.7% 0.18% 47.6% 118 8.47%
HIM
5246
Harbour Investment Management
Washington
$228M +$2.28M +1% 0.25% 58.8% 99 9.09%
BNMT
5247
Bawa N Mallick Trust
New York
$228M 4.06% 68
OCM
5248
Orion Capital Management
California
$228M +$21.7M +11% 3.58% 75.3% 482 72.41%
AB
5249
ANB Bank
Colorado
$228M 0.68% 115
RM
5250
RP Management
New York
$228M $0 0% 18.9% 208% 4 0%