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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
AIC
5751
Anthracite Investment Company
Texas
$180M -$106M -37% 3.71% 102 49.02%
PK
5752
Pflug Koory
Nebraska
$180M -$18M -9% 1.07% 397 1.26%
SAM
5753
Sequent Asset Management
Texas
$180M -$23.6M -12% 1.86% 51.3% 89 10.11%
GAAM
5754
Guinness Atkinson Asset Management
California
$180M -$16.6M -8% 2.52% 132% 86 2.33%
FF
5755
Finley Financial
Nevada
$179M -$12.7M -7% 3.89% 123 2.44%
HWM
5756
Howard Wealth Management
Connecticut
$179M -$5.41M -3% 2.22% 60.3% 121 9.09%
HFS
5757
Horizon Financial Services
North Carolina
$179M +$1.59M +0.9% 0.56% 39.5% 357 46.78%
DWA
5758
Delap Wealth Advisory
Oregon
$179M +$12M +7% 0.36% 56% 84 17.86%
DC
5759
Darrow Company
Massachusetts
$179M +$6.87M +4% 1.3% 41.1% 50 4%
FPL
5760
Fortress Private Ledger
North Carolina
$179M +$15.6M +10% 0.35% 188 29.26%
BGA
5761
Battery Global Advisors
Massachusetts
$179M -$7.82M -4% 4.57% 143 9.79%
LB
5762
Legacy Bridge
Iowa
$179M -$12.6M -7% 4.51% 149% 337 16.32%
RWS
5763
Resolute Wealth Strategies
Mississippi
$179M -$15.3M -8% 2.9% 97% 106 16.98%
BMCM
5764
Black Maple Capital Management
Wisconsin
$179M -$11.2M -6% 5.01% 29.7% 118 46.61%
AIM
5765
Atlantic Investment Management
New York
$179M -$28M -14% 11.6% 34% 12 41.67%
TCM
5766
Tandem Capital Management
New Jersey
$179M -$7.84M -4% 0.54% 83.8% 117 7.69%
AIA
5767
Arcadia Investment Advisors
Idaho
$179M -$4.69M -3% 2.37% 51.4% 80 0%
CWL
5768
Causey Wealth LLC
Colorado
$179M +$7.24M +4% 1.42% 72 16.67%
CA
5769
Continental Advisors
Utah
$179M -$38.5M -18% 1.46% 69% 42 4.76%
LD
5770
Lipe & Dalton
New York
$179M -$9.84M -5% 1.4% 89.6% 97 11.34%
MMHP
5771
Murphy Middleton Hinkle & Parker
Georgia
$179M +$1.7M +1% 1.39% 61.7% 137 5.84%
GA
5772
Guerra Advisors
Florida
$179M -$1.68M -0.9% 3.65% 68 20.59%
GAM
5773
GEM Asset Management
Michigan
$179M -$777K -0.4% 2.47% 54.7% 100 14%
VF
5774
Vawter Financial
Ohio
$178M +$12M +7% 1.19% 48% 107 13.08%
TW
5775
Traveka Wealth
California
$178M -$2.95M -2% 0.72% 157 15.92%