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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
A
5651
Argentarii
Ohio
$199M 5.68% 160
S
5652
Sunpointe
Missouri
$199M +$77.3M +64% 2.44% 214 29.91%
AC
5653
AMS Capital
Brazil
$199M -$375M -65% 1.98% 63.1% 20 35%
TWA
5654
Trellis Wealth Advisors
California
$199M -$891K -0.4% 2.39% 57.2% 35 20%
DRS
5655
Deane Retirement Strategies
Louisiana
$199M -$6.35M -3% 0.97% 64.7% 86 32.56%
TWM
5656
TCFG Wealth Management
California
$199M -$327K -0.2% 3% 243 15.64%
BCM
5657
Birch Capital Management
Texas
$199M -$5.99M -3% 0.01% 48.4% 91 14.29%
DCM
5658
Dudley Capital Management
Virginia
$199M +$5.18M +3% 4.31% 110% 143 15.38%
SV
5659
Stilwell Value
New York
$198M -$12.8M -6% 1.43% 87.9% 35 14.29%
ITB
5660
Idaho Trust Bank
Idaho
$198M -$8.72M -4% 3.74% 47.5% 83 14.46%
MIRH
5661
Madison International Realty Holdings
New York
$198M -$7.4M -4% 13.9% 2 0%
SCM
5662
Sitrin Capital Management
California
$198M -$1.82M -0.9% 0.81% 128% 44 9.09%
NRW
5663
Nova R Wealth
Kansas
$198M -$4.73M -2% 0.75% 54.5% 88 15.91%
BMC
5664
Beaton Management Company
Massachusetts
$198M +$666K +0.3% 0.17% 95.9% 137 3.65%
SIA
5665
SGL Investment Advisors
Montana
$198M +$3.52M +2% 0.75% 122 19.67%
EA
5666
Everpar Advisors
Oklahoma
$198M +$4.99M +3% 4.02% 285 16.84%
LC
5667
Littlejohn & Co
Connecticut
$198M +$718K +0.4% 4.49% 56.2% 25 8%
WAOI
5668
Wealth Advisors of Iowa
Iowa
$198M +$1.87M +0.9% 0.79% 60.9% 73 17.81%
RGF
5669
Retirement Guys Formula
Ohio
$198M -$16.8M -8% 0.59% 70.2% 143 16.08%
AE
5670
Axon Enterprise
Arizona
$198M 30.8% 1
AWM
5671
AAF Wealth Management
Massachusetts
$198M -$204K -0.1% 0.75% 65.8% 49 14.29%
AFO
5672
Aurelius Family Office
New Hampshire
$198M 2.3% 43
JHA
5673
Jackson Hill Advisors
Texas
$198M +$1.53M +0.8% 3.45% 61.2% 13 15.38%
GIO
5674
Galilei Investment Office
United Kingdom
$198M 1.13% 25
CCM
5675
Candelo Capital Management
New York
$198M +$19M +11% 8.8% 54 59.26%