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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
YWM
5801
Yoder Wealth Management
California
$120M 8.51% 58.9% 74
IWM
5802
Iams Wealth Management
Nebraska
$120M +$22M +22% 2.13% 51.3% 117 30.77%
PAG
5803
Paladin Advisory Group
Iowa
$120M +$3.3M +3% 5.98% 53.3% 533 100%
ACM
5804
Alamar Capital Management
California
$120M +$22.6M +23% 15.5% 72 8.33%
KSCM
5805
Key Square Capital Management
Connecticut
$120M +$16.7M +16% 14% 50.2% 18 61.11%
ARS
5806
Adirondack Retirement Specialists
New York
$120M +$31.5M +35% 8.97% 13.1% 175 28%
BAM
5807
BOS Asset Management
Illinois
$120M +$8.02M +7% 4.4% 67.8% 129 6.2%
LCM
5808
Lynx1 Capital Management
Puerto Rico
$120M +$4.31M +4% 8.72% 779% 14 14.29%
HWM
5809
Howard Wealth Management
Connecticut
$120M -$1.97M -2% 6.06% 60.3% 118 14.41%
SA
5810
swisspartners Advisors
Switzerland
$120M +$7.86M +7% 10.6% 86.6% 26 0%
SC
5811
Settian Capital
New York
$120M +$5.58M +5% 8% 54.6% 36 2.78%
BW
5812
Basepoint Wealth
Iowa
$120M +$6.85M +6% 4.11% 109% 95 6.32%
BDS
5813
Banco de Sabadell
Florida
$120M +$838K +0.7% 5.55% 66% 81 3.7%
TWP
5814
Tower Wealth Partners
Pennsylvania
$120M +$4.91M +4% 4.36% 45.2% 55 14.55%
QAM
5815
Q3 Asset Management
Michigan
$120M -$28M -19% 11.6% 96.4% 71 76.06%
TBC
5816
Ted Buchan & Co
California
$120M +$11.5M +11% 3.8% 61% 90 23.33%
MC
5817
Mayar Capital
United Kingdom
$120M +$3.97M +3% 6.15% 14.7% 12 0%
PU
5818
Petiole USA
New York
$119M -$17M -12% 14.3% 74.9% 39 7.69%
I
5819
IMPACTfolio
Colorado
$119M +$11.6M +11% 7.42% 51.2% 55 52.73%
CWG
5820
Crown Wealth Group
North Carolina
$119M +$13M +12% 8.91% 86.2% 81 35.8%
FHC
5821
Fort Henry Capital
West Virginia
$119M +$8.95M +8% 3.98% 37% 15 0%
HCCM
5822
Hudson Canyon Capital Management
New York
$119M +$11M +10% 13.4% 114% 57 3.51%
SCP
5823
Stevens Capital Partners
Nebraska
$119M +$6.26M +6% 6.43% 57.8% 51 5.88%
OC
5824
Optimas Capital
Hong Kong
$119M +$17.1M +17% 27.1% 264% 49 71.43%
SC
5825
SkyKnight Capital
California
$119M -$60.1M -34% 32.5% 1.58% 3 0%