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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
LI
5326
Latigo Investments
Florida
$205M +$9.41M +5% 6.86% 45.2% 20 5%
WR
5327
WD Rutherford
Oregon
$205M +$5.55M +3% 4.15% 170% 99 23.23%
MBI
5328
May Barnhard Investments
Maryland
$205M +$11M +6% 7.31% 87 11.49%
BCM
5329
Birch Capital Management
Texas
$205M +$12.3M +6% 6.05% 48.4% 88 5.68%
FM
5330
Freemont Management
Switzerland
$204M -$7.6M -4% 8.31% 152% 94 31.91%
SL
5331
SIB LLC
New York
$204M +$16.7M +9% 10.2% 29.2% 19 0%
WA1
5332
Wimmer Associates 1
California
$204M +$9.19M +5% 5.82% 69.4% 114 7.89%
IWMWV
5333
Ironwood Wealth Management (West Virginia)
West Virginia
$204M +$6.49M +3% 5.25% 35.2% 23 8.7%
USB
5334
Union Savings Bank
Connecticut
$204M +$13.6M +7% 7.72% 306 5.88%
HCM
5335
HMS Capital Management
Tennessee
$204M +$12.1M +6% 6.14% 130% 113 8.85%
CPW
5336
Catalyst Private Wealth
California
$204M +$14.9M +8% 6.73% 103% 83 4.82%
IWM
5337
Iams Wealth Management
Nebraska
$204M +$21.1M +12% 4.57% 51.3% 160 22.5%
GFA
5338
Grunden Financial Advisory
Texas
$204M +$12.2M +6% 5.48% 27 14.81%
RA
5339
Rockingstone Advisors
Massachusetts
$204M +$8.76M +4% 5.25% 101% 111 16.22%
HLCM
5340
Hi-Line Capital Management
South Dakota
$204M -$34.5M -14% 13.2% 57.5% 39 38.46%
FCG
5341
Financial Connections Group
California
$203M +$10.7M +6% 5.48% 44.4% 353 41.64%
BSC
5342
Brown Shipley & Co
United Kingdom
$203M -$18.8M -8% 3.37% 101% 81 20.99%
MI
5343
Moneywise Inc
Virginia
$203M +$14.4M +8% 5.86% 58% 63 14.29%
SC
5344
Swan Capital
Florida
$203M +$19.7M +11% 7.65% 386 30.83%
FA
5345
Financial Avengers
California
$203M +$14.9M +8% 3.06% 117% 179 15.08%
NFG
5346
Norris Financial Group
South Carolina
$203M +$11.2M +6% 7.53% 122% 87 22.99%
NRW
5347
Nova R Wealth
Kansas
$203M +$9.1M +5% 5.57% 54.5% 86 10.47%
CCC
5348
Chelsea Counsel Company
California
$203M +$2.55M +1% 5.92% 94.6% 204 4.9%
CCA
5349
Cora Capital Advisors
New Jersey
$203M +$8.67M +4% 5.88% 70.5% 106 13.21%
AFC
5350
AFT Forsyth & Company
Florida
$203M -$1.13M -0.6% 4.28% 122% 141 10.64%