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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
FDS
5251
First Dallas Securities
Texas
$303M +$32.3M +12% 20.3% 163% 136 21.32%
LWMI
5252
Landmark Wealth Management (Illinois)
Illinois
$302M +$37.1M +14% 9.2% 46 13.04%
4WM
5253
44 Wealth Management
Oregon
$302M +$16.2M +6% 17.1% 206 21.84%
RW
5254
Rede Wealth
Virginia
$302M +$24M +9% 9.56% 80.9% 120 12.5%
AFM
5255
Armstrong Fleming & Moore
District of Columbia
$302M +$66.3M +28% 12.7% 124% 120 14.17%
JCIA
5256
Jackson Creek Investment Advisors
Colorado
$302M -$37.7M -11% 31% 239% 423 56.97%
OFS
5257
OMC Financial Services
New York
$302M +$43.8M +17% 32.2% 65 7.69%
MHP
5258
Manatuck Hill Partners
Connecticut
$302M -$68.6M -19% 33.7% 556% 163 49.69%
EFMH
5259
E Fund Management (HK)
Hong Kong
$302M +$81.7M +37% 37.3% 163% 566 16.25%
BWA
5260
BCU Wealth Advisors
Illinois
$301M +$32.8M +12% 11.2% 65 10.77%
AA
5261
ACT Advisors
North Carolina
$301M +$65.6M +28% 14.2% 69.8% 98 34.69%
TW
5262
Traveka Wealth
California
$301M +$38.8M +15% 15.2% 213 19.25%
VU
5263
Valence8 US
Massachusetts
$300M +$14.4M +5% 15% 69.9% 15 6.67%
ITFISA
5264
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$300M +$58.4M +24% 40.7% 183% 210 14.29%
RWS
5265
RASP Wealth Solutions
Indiana
$300M 26.1% 97
CIA
5266
Caerus Investment Advisors
Texas
$300M +$60M +25% 23.1% 85% 391 41.43%
BOC
5267
Bull Oak Capital
California
$300M +$40M +15% 12.6% 55.7% 42 14.29%
RCF
5268
Rainwater Charitable Foundation
Texas
$300M +$106M +55% 11.9% 40.2% 4 0%
BICM
5269
Breach Inlet Capital Management
South Carolina
$300M -$4.58M -2% 24.8% 12 16.67%
SWM
5270
Sculati Wealth Management
Michigan
$300M +$28.9M +11% 9.99% 72.3% 126 10.32%
NAM
5271
Nutshell Asset Management
United Kingdom
$300M +$116M +63% 12% 50 40%
FS
5272
Financial Symmetry
North Carolina
$300M +$18.2M +6% 11% 69 10.14%
MIM
5273
Martin Investment Management
Florida
$300M -$34.6M -10% 1.77% 44.7% 49 10.2%
EBWM
5274
Eagle Bluffs Wealth Management
Missouri
$299M +$42.6M +17% 22.6% 95.3% 86 6.98%
AIM
5275
Avanda Investment Management
Singapore
$299M +$236M +374% 56.7% 45 60%