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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 Avg Holding
Period (Yrs)
Iams Wealth Management
5526
Iams Wealth Management
Nebraska
$218M -$509K -0.2% 9.08% 57.7% 191 29.84% 1.1
St. Johns Investment Management
5527
St. Johns Investment Management
Florida
$218M +$15.6M +8% 8.8% 80.9% 210 10% 6.1
Paces Ferry Wealth Advisors
5528
Paces Ferry Wealth Advisors
Georgia
$218M +$16.7M +8% 9.78% 72% 128 8.59% 3.4
Union Savings Bank
5529
Union Savings Bank
Connecticut
$218M +$13.1M +6% 6.86% – 309 9.39% 1.9
Ridgepath Capital Management
5530
Ridgepath Capital Management
Tennessee
$218M +$9.8M +5% 8.29% – 53 18.87% 1.1
APSI
5531
Asset Planning Services Inc
Louisiana
$217M +$20.8M +11% 17.9% 138% 35 2.86% 5.9
Lakeridge Wealth Management
5532
Lakeridge Wealth Management
Ohio
$217M +$17.5M +9% 7.47% – 158 10.13% 1.3
IP
5533
Indigo Partners
Arizona
$217M -$32.8M -13% 12.9% 2.56% 2 0% 4
WD Rutherford
5534
WD Rutherford
Oregon
$217M +$29.6M +16% 19.4% 189% 97 25.77% 2.4
Element Wealth
5535
Element Wealth
Mississippi
$217M +$30.9M +17% 6.5% 59.6% 188 15.43% 3.1
1492 Capital Management
5536
1492 Capital Management
Wisconsin
$217M +$31.3M +17% 22.9% 332% 129 25.58% 1.6
KHCM
5537
Kirtland Hills Capital Management
Ohio
$217M +$52.8M +32% 15.2% – 154 15.58% 0.9
Blackhawk Capital Partners
5538
Blackhawk Capital Partners
Wisconsin
$217M +$22.7M +12% 11.4% 87.2% 152 32.24% 1.5
Abbot Financial Management
5539
Abbot Financial Management
Massachusetts
$217M +$24.1M +12% 12.7% 102% 133 6.77% 5.3
IAMH
5540
IvyRock Asset Management (HK)
Hong Kong
$217M +$3.95M +2% 0.01% 76% 17 23.53% 1.3
MBA Advisors
5541
MBA Advisors
Pennsylvania
$217M +$14.6M +7% 6.58% 58.3% 138 7.25% 2.9
Davidson Trust Company
5542
Davidson Trust Company
Washington
$217M +$6.95M +3% 6.71% 77% 167 7.19% 3.5
Masso Torrence Wealth Management
5543
Masso Torrence Wealth Management
New Jersey
$216M +$29.1M +16% 15% 130% 107 14.02% 1.9
GAMC
5544
Garner Asset Management Corp
Texas
$216M -$11.5M -5% 8.3% 95.3% 159 9.43% 5
Abel Hall LLC
5545
Abel Hall LLC
Louisiana
$216M +$50.6M +31% 9.62% 133% 328 50.3% 0.6
ACT Advisors
5546
ACT Advisors
North Carolina
$216M +$32M +17% 9.83% 75.4% 71 32.39% 1.5
Clarus Wealth Advisors
5547
Clarus Wealth Advisors
Arizona
$216M +$29.2M +16% 13.9% 89.7% 98 21.43% 2.6
Gallacher Capital Management
5548
Gallacher Capital Management
Colorado
$216M +$10.8M +5% 4.77% 70.7% 349 41.55% 1.3
Investors Asset Management of Georgia
5549
Investors Asset Management of Georgia
Georgia
$216M +$18.4M +9% 10.5% 118% 172 8.14% 6.6
Asset Allocation & Management Company
5550
Asset Allocation & Management Company
Illinois
$216M +$18.5M +9% 8.35% 58.5% 103 23.3% 1.9