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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
SS
5276
Sound Stewardship
Kansas
$149M -$2.97M -2% 2.95% 43.2% 65 7.69%
FAM
5277
Forte Asset Management
New York
$149M -$5.35M -3% 3.91% 48.8% 60 16.67%
BAM
5278
Bellevue Asset Management
Washington
$149M -$10.5M -7% 4.89% 51% 484 7.64%
BWM
5279
Boyd Wealth Management
California
$149M -$15.8M -10% 3.94% 51.1% 44 15.91%
EFIC
5280
Eliot Finkel Investment Counsel
California
$149M -$8.73M -6% 4.77% 55.2% 32 3.13%
XSC
5281
X-Square Capital
Puerto Rico
$149M $0 0% 1.71% 112% 142 0%
HPWA
5282
Hall Private Wealth Advisors
North Carolina
$149M -$36.2M -20% 4.05% 48 22.92%
AFM
5283
Abbot Financial Management
Massachusetts
$149M -$7.14M -5% 2.89% 80.5% 116 4.31%
CWMU
5284
Caliber Wealth Management (Utah)
Utah
$149M -$575K -0.4% 3.83% 36.5% 56 1.79%
SI
5285
Saxon Interests
Texas
$149M -$38.1M -20% 3.83% 58.4% 206 91.26%
TWM
5286
Triton Wealth Management
Arizona
$149M -$29.3M -16% 5.65% 87 19.54%
QS
5287
Quantitative Strategies
California
$149M -$358K -0.2% 4.5% 20 0%
WCAU
5288
Working Capital Advisors (UK)
United Kingdom
$149M +$6.53M +5% 23.5% 26.8% 4 0%
EWA
5289
Etesian Wealth Advisors
Oregon
$149M -$4.62M -3% 2.34% 54.8% 108 2.78%
CFO
5290
Custos Family Office
Texas
$148M -$5.96M -4% 3.88% 56.2% 46 19.57%
RFS
5291
Retirement Financial Solutions
Tennessee
$148M +$2.78M +2% 3.72% 40.6% 46 43.48%
IFA
5292
Interactive Financial Advisors
Illinois
$148M +$1.12M +0.8% 3.83% 37.7% 84 4.76%
LBC
5293
Lawrence B. Cohen
$148M -$7.95M -5% 3.43% 41.8% 69 17.39%
DFS
5294
Dixon Fnancial Services
California
$148M -$5.75M -4% 2.37% 70% 24 0%
PWM
5295
Purus Wealth Management
California
$148M -$6.06M -4% 2.82% 156% 118 3.39%
CL
5296
COWA LLC
Oklahoma
$148M -$3.83M -3% 0.56% 57.8% 112 11.61%
MMRF
5297
Michelson Medical Research Foundation
California
$148M +$7.56M +5% 2.47% 37.3% 28 32.14%
RF
5298
Robbins Farley
New Hampshire
$148M +$3.54M +2% 4.45% 98.2% 194 22.68%
FAG
5299
Fortitude Advisory Group
Washington
$148M +$11.7M +9% 3.27% 131% 223 11.66%
VWMG
5300
Virginia Wealth Management Group
Virginia
$148M +$2.12M +1% 2.48% 42.1% 72 6.94%