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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
LIM
5551
Letson Investment Management
Georgia
$273M +$12.3M +5% 10.3% 108 10.19%
AGC
5552
Alden Global Capital
Florida
$273M +$95.5M +54% 23% 99.8% 19 26.32%
RWM
5553
RBA Wealth Management
California
$273M -$5.15M -2% 16.7% 77.7% 98 24.49%
BB
5554
Burford Brothers
Texas
$272M +$28.6M +12% 11.5% 187 10.7%
LWM
5555
Lakeridge Wealth Management
Ohio
$272M +$39.9M +17% 12.3% 192 14.06%
MPPW
5556
Mitchell & Pahl Private Wealth
Oklahoma
$272M +$25.9M +11% 13.8% 75.2% 150 4%
FF
5557
Foronjy Financial
California
$272M +$31.6M +13% 10.5% 117 24.79%
EA
5558
Evolution Advisers
Virginia
$272M +$34.8M +15% 9.26% 40.8% 946 83.51%
MCP
5559
Martin Capital Partners
Oregon
$272M +$2.87M +1% 5.86% 35.2% 75 13.33%
FWM
5560
FMB Wealth Management
California
$272M +$30.1M +12% 12.8% 71.1% 76 6.58%
EB
5561
Emprise Bank
Kansas
$271M +$22.4M +9% 9.24% 113 9.73%
MLA
5562
MB, Levis & Associates
Pennsylvania
$271M +$31.7M +13% 8.01% 40% 266 16.54%
LRIC
5563
Long Road Investment Counsel
Michigan
$271M +$16.3M +6% 9.07% 53.8% 81 4.94%
ML
5564
MTCO Ltd
$271M +$2.01M +0.7% 4.83% 4 50%
BWM
5565
Bernard Wealth Management
Michigan
$271M +$36.9M +16% 21.2% 378 18.52%
APIM
5566
Agate Pass Investment Management
Washington
$271M +$15.8M +6% 13.7% 68% 113 10.62%
ESC
5567
Eurizon SLJ Capital
$271M +$60.9M +29% 26.9% 179 10.61%
AWM
5568
AAF Wealth Management
Massachusetts
$271M +$27.3M +11% 12.7% 65.8% 61 18.03%
OGF
5569
Orin Green Financial
California
$271M +$27.3M +11% 13.3% 53.3% 84 8.33%
MCM
5570
M1 Capital Management
Michigan
$271M +$53.8M +25% 16.1% 122 16.39%
AAG
5571
Avalon Advisory Group
Pennsylvania
$271M +$22.9M +9% 9.68% 41.4% 14 14.29%
IWS
5572
Integrity Wealth Solutions
Colorado
$271M +$16.1M +6% 10.9% 139 13.67%
KC
5573
Kaleidoscope Capital
Massachusetts
$271M +$10.9M +4% 8.51% 16 6.25%
PWS
5574
Peloton Wealth Strategists
Indiana
$271M +$23.3M +9% 11.2% 51.3% 94 11.7%
BH
5575
Burk Holdings
Oklahoma
$271M +$37.2M +16% 12.3% 698 10.89%