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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
AA
5351
Aufman Associates
Pennsylvania
$111M +$18.4M +20% 21.1% 76.4% 45 22.22%
FFA
5352
Freedman Financial Associates
Massachusetts
$111M 17.2% 487
SCB
5353
Saudi Central Bank
Saudi Arabia
$111M +$4.08M +4% 13.8% 76.9% 2 100%
YMRC
5354
Yorktown Management & Research Company
Virginia
$111M +$4.13M +4% 26.2% 223% 264 28.03%
BAM
5355
Beaumont Asset Management
Texas
$111M +$11.2M +11% 11.2% 64.3% 65 15.38%
IWMWV
5356
Ironwood Wealth Management (West Virginia)
West Virginia
$111M 11% 35.2% 30
MUMSS
5357
Mitsubishi UFJ Morgan Stanley Securities
Japan
$111M 9.19% 26
CIA
5358
Cohen Investment Advisors
New Hampshire
$111M 12.9% 76.2% 78
ICM
5359
Islay Capital Management
Texas
$111M +$13.7M +14% 13.5% 65.2% 295 13.56%
CWA
5360
Choice Wealth Advisors
Maine
$111M 11.5% 52.3% 23
NWA
5361
Navis Wealth Advisors
New York
$111M 15.7% 142% 163
SSIM
5362
Sheets Smith Investment Management
Texas
$111M 19.3% 58
FDS
5363
First Dallas Securities
Texas
$111M +$21.8M +25% 23.9% 134% 104 25.96%
SHWM
5364
Silicon Hills Wealth Management
Texas
$110M +$13.6M +14% 11.8% 30.9% 87 24.14%
AWM
5365
AAF Wealth Management
Massachusetts
$110M 15.2% 65.8% 23
AA
5366
ACT Advisors
North Carolina
$110M 11.8% 69.8% 29
HFS
5367
Horizon Financial Services
North Carolina
$110M +$7.36M +7% 5.33% 39.5% 106 12.26%
TFA
5368
Trinity Financial Advisors
Ohio
$110M 13.2% 69.5% 59
A
5369
Atomvest
Hong Kong
$110M 71.9% 90% 2
TFA
5370
Tranquilli Financial Advisor
New Jersey
$110M 12.1% 47.8% 68
TWM
5371
Trinity Wealth Management
Pennsylvania
$110M 7.06% 53.5% 23
VWA
5372
VERITY Wealth Advisors
United States
$110M +$12M +12% 11% 59.9% 56 12.5%
CRCM
5373
Corbett Road Capital Management
Virginia
$110M +$4.64M +4% 11.4% 133 28.57%
AMAL
5374
Asset Management Advisors LLC
Oklahoma
$110M +$12M +12% 16.9% 124% 20 25%
CWM
5375
Comprehensive Wealth Management
Washington
$110M 0.68% 24% 7