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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
ORC
5576
O'Rourke & Company
Massachusetts
$204M +$4.3M +2% 3.02% 71.9% 155 9.68%
UAM
5577
Unison Asset Management
Florida
$204M -$6.39M -3% 0.33% 81.4% 35 8.57%
QCIG
5578
Quad-Cities Investment Group
Iowa
$204M +$4.71M +2% 1.59% 61% 188 6.91%
AFC
5579
AFT Forsyth & Company
Florida
$204M +$1.09M +0.5% 4.93% 135% 131 3.82%
SC
5580
Summa Corp
Texas
$204M -$4.71M -2% 3.95% 68 16.18%
IAG
5581
Investmark Advisory Group
Connecticut
$204M -$2.05M -1% 0.34% 65.1% 126 12.7%
AGP
5582
Autumn Glory Partners
Texas
$204M -$56.3M -22% 0.56% 69.5% 214 27.57%
BB
5583
Burford Brothers
Texas
$204M +$11.9M +6% 3.71% 167 12.57%
FI
5584
FIDELIS iM
Oregon
$204M -$16.8M -8% 1.28% 40.1% 22 4.55%
PF
5585
Parker Financial
Washington
$204M +$4.28M +2% 2.35% 45% 36 5.56%
MWM
5586
Maltin Wealth Management
New Jersey
$204M -$1.82M -0.9% 1.47% 51.9% 133 9.02%
CCIA
5587
Cherry Creek Investment Advisors
Colorado
$203M +$9.95M +5% 7.2% 140% 116 12.07%
GCM
5588
Gunderson Capital Management
South Carolina
$203M -$32.7M -14% 22.5% 947% 53 54.72%
USB
5589
Union Savings Bank
Connecticut
$203M -$631K -0.3% 0.15% 303 6.27%
DMBA
5590
Deseret Mutual Benefit Administrators
Utah
$203M +$6.77M +3% 0.41% 75.5% 500 4%
EHWM
5591
Eads & Heald Wealth Management
Georgia
$203M -$7.83M -4% 0.03% 84.4% 145 7.59%
TC
5592
TAGStone Capital
North Carolina
$203M +$7.45M +4% 1.02% 58.3% 94 4.26%
AWM
5593
Avaii Wealth Management
Wisconsin
$203M +$5.14M +3% 1.24% 96% 150 28.67%
BWM
5594
Benchmark Wealth Management
Connecticut
$203M +$697K +0.3% 0.1% 42.7% 54 3.7%
SAM
5595
Sequent Asset Management
Texas
$203M +$574K +0.3% 0.94% 51.3% 95 12.63%
AWA
5596
Adapt Wealth Advisors
Georgia
$203M +$16.3M +9% 1% 81 32.1%
MCA
5597
Mendon Capital Advisors
Florida
$203M +$48.1M +31% 3.82% 52 38.46%
TWM
5598
Trueblood Wealth Management
Ohio
$203M +$3.72M +2% 1.09% 241 10.79%
BWM
5599
Boyd Wealth Management
California
$203M +$5.41M +3% 1.33% 51.1% 51 11.76%
DI
5600
Disciplined Investments
Oklahoma
$203M +$182K +0.1% 2.42% 51.4% 127 10.24%