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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
LOM
5476
LTS One Management
New York
$239M -$20.4M -8% 9.93% 27.6% 22 40.91%
CCAM
5477
Cascades Capital Asset Management
North Carolina
$239M -$311K -0.1% 2.46% 182 22.53%
WAN
5478
Wealth Advisors Northwest
Oregon
$238M +$12.9M +6% 0.19% 58 5.17%
VAM
5479
Verity Asset Management
North Carolina
$238M +$5.44M +2% 3.87% 68.4% 264 32.58%
MAWCM
5480
Mine & Arao Wealth Creation & Management
California
$238M -$17.2M -7% 4.59% 92% 76 1.32%
SI
5481
SimpliFi Inc
California
$238M +$1.79M +0.8% 0.02% 26.7% 43 0%
GPC
5482
Gallatin Point Capital
Connecticut
$238M -$55.1M -19% 18.2% 2 0%
I
5483
InvesTrust
Oklahoma
$238M -$20.6M -8% 1.97% 94 3.19%
KFP
5484
Keener Financial Planning
Texas
$238M +$6.52M +3% 0.01% 60 6.67%
GGI
5485
GPM Growth Investors
Michigan
$238M -$18.7M -7% 5.8% 46 17.39%
VF
5486
Vawter Financial
Ohio
$238M +$853K +0.4% 0.48% 48% 128 12.5%
AIM
5487
Archer Investment Management
Texas
$238M +$51.8M +28% 2.35% 143 42.66%
SJIM
5488
St. Johns Investment Management
Florida
$238M -$2.1M -0.9% 0.18% 80.9% 196 4.08%
CB
5489
CNB Bank
Pennsylvania
$238M -$6.68M -3% 0.77% 91.6% 533 6.94%
VAF
5490
Values Added Financial
District of Columbia
$238M +$789K +0.3% 1.18% 58.3% 144 13.19%
HWM
5491
Howard Wealth Management
Connecticut
$238M +$8.57M +4% 2.29% 60.3% 146 10.96%
MFA
5492
Millington Financial Advisors
Illinois
$237M +$11.7M +5% 0.94% 77.5% 124 8.06%
EA
5493
Evolution Advisers
Virginia
$237M +$6.32M +3% 0.91% 40.8% 174 11.49%
TS
5494
TradeWell Securities
Indiana
$237M -$19.7M -8% 5.17% 53 20.75%
FL
5495
FreeGulliver LLC
Louisiana
$237M -$34.5M -13% 3.15% 136 37.5%
OPOWM
5496
One Plus One Wealth Management
Florida
$237M +$20.3M +9% 5.52% 69.2% 107 22.43%
AG
5497
ASO Group
$237M -$18.8M -7% 4.47% 57 5.26%
ICMM
5498
Integrated Capital Management (Michigan)
Michigan
$237M +$4.55M +2% 1.28% 64 14.06%
FCMI
5499
Foresite Capital Management IV
California
$237M +$7.37M +3% 0.68% 149% 8 12.5%
BCM
5500
Birmingham Capital Management
Alabama
$237M +$10.1M +4% 9.41% 77.6% 91 3.3%