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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
COA
5376
Charter Oak Advisors
New York
$224M +$84.1M +60% 21.8% 15 6.67%
IAM
5377
Infusive Asset Management
New York
$224M +$8.83M +4% 10.7% 40.1% 43 37.21%
ACM
5378
Accent Capital Management
Ohio
$224M +$51.2M +30% 17.3% 433 33.95%
MWM
5379
McNaughton Wealth Management
California
$224M +$18.2M +9% 8.3% 50.3% 78 12.82%
BC
5380
Bowman & Company
Wisconsin
$224M +$20.5M +10% 9.95% 59.7% 117 14.53%
MAWCM
5381
Mine & Arao Wealth Creation & Management
California
$224M +$19M +9% 11.8% 92% 77 6.49%
FFL
5382
Future Fund LLC
Illinois
$224M +$146M +188% 16.2% 84.6% 181 61.88%
FFC
5383
First Financial Corp
Indiana
$224M +$17.1M +8% 10.6% 88.3% 345 9.28%
BF
5384
Brogan Financial
Tennessee
$224M +$18M +9% 6.69% 35.5% 62 8.06%
WF
5385
Wayfinding Financial
Washington
$224M -$4.64M -2% 11.5% 58.7% 744 80.51%
AWA
5386
Adapt Wealth Advisors
Georgia
$224M +$18.6M +9% 7.13% 63 9.52%
CCM
5387
Conway Capital Management
California
$224M +$23.5M +12% 15.9% 154% 49 12.24%
TA
5388
TKG Advisors
Indiana
$223M +$20.5M +10% 8.62% 104% 98 21.43%
MRI
5389
Mad River Investors
Massachusetts
$223M -$12.8M -5% 1.2% 206% 25 4%
DRS
5390
Deane Retirement Strategies
Louisiana
$223M +$13.4M +6% 5.46% 64.7% 83 38.55%
GL
5391
GHE LLC
Tennessee
$223M +$2.15M +1% 27.2% 212% 56 37.5%
GCA
5392
Genesee Capital Advisors
New York
$223M +$23.1M +12% 11.5% 71.5% 125 9.6%
AFO
5393
Arrowroot Family Office
California
$223M 6.25% 137
EIA
5394
Eastover Investment Advisors
North Carolina
$223M +$16.1M +8% 15.5% 102% 48 10.42%
DWM
5395
Dopkins Wealth Management
New York
$223M +$26.3M +13% 8.54% 64.4% 88 11.36%
EMCIP
5396
Ewing Morris & Co Investment Partners
Ontario, Canada
$223M -$93.9M -30% 23.3% 51.6% 119 38.66%
KW
5397
Keyvantage Wealth
Pennsylvania
$223M +$17.3M +8% 9.42% 99 9.09%
MCMC
5398
Matrix Capital Management Company
New Hampshire
$223M -$124M -36% 3.01% 245% 4 0%
AB
5399
ANB Bank
Colorado
$223M -$1.07M -0.5% 7.75% 136 22.79%
BMCM
5400
Black Maple Capital Management
Wisconsin
$223M +$43.7M +24% 10.7% 29.7% 120 41.67%