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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
ACA
5801
American Capital Advisory
Idaho
$172M +$32.5M +23% 6.32% 532 26.88%
NPFS
5802
Novak & Powell Financial Services
Florida
$172M +$11.5M +7% 6.78% 157 3.82%
CASB
5803
Cape Ann Savings Bank
Massachusetts
$172M +$11.2M +7% 5.65% 59.5% 92 9.78%
PBM
5804
Propel Bio Management
California
$172M +$18.2M +12% 35.5% 27 33.33%
KFS
5805
Kaizen Financial Strategies
California
$172M +$12M +7% 6.77% 90.5% 150 20%
WAM
5806
Werlinich Asset Management
Connecticut
$172M +$11.6M +7% 8.93% 215% 64 12.5%
FWS
5807
FinDec Wealth Services
California
$172M +$13.8M +9% 5.82% 40.4% 42 2.38%
BMMM
5808
Boston Mountain Money Management
Arkansas
$172M +$20.7M +14% 7% 66 10.61%
QC
5809
Qalhat Capital
British Virgin Islands
$172M -$10.3M -6% 5.84% 90.3% 3 0%
DC
5810
Darrow Company
Massachusetts
$172M +$18.3M +12% 5.41% 41.1% 50 10%
MSWM
5811
Mader & Shannon Wealth Management
Missouri
$172M +$5.63M +3% 8.27% 53.1% 15 20%
RA
5812
Riverstone Advisors
Texas
$172M +$9.23M +6% 6.79% 83.3% 52 15.38%
TWP
5813
Tower Wealth Partners
Pennsylvania
$172M +$9.98M +6% 5.13% 45.2% 76 15.79%
CWA
5814
Capital Wealth Alliance
Arizona
$172M -$3.28M -2% 6.67% 119% 105 28.57%
BAM
5815
Beaumont Asset Management
Texas
$172M +$16.3M +10% 6.13% 64.3% 68 8.82%
HWM
5816
Howard Wealth Management
Connecticut
$172M +$45M +35% 5.89% 60.3% 114 20.18%
BIM
5817
Bullseye Investment Management
Ohio
$172M +$19.3M +13% 3.54% 43.5% 76 27.63%
KHC
5818
Koesten Hirschmann & Crabtree
Kansas
$172M +$15.9M +10% 6.87% 62.6% 242 25.62%
AFO
5819
Arrowroot Family Office
California
$172M +$15.4M +10% 5.9% 130 10.77%
EFSCE
5820
Enterprise Financial Services Corp (EFSC)
Missouri
$172M +$9.16M +6% 10.3% 67.6% 161 11.18%
V
5821
ViaWealth
Kansas
$172M +$10.4M +6% 5.91% 64.4% 159 9.43%
AFM
5822
Armstrong Fleming & Moore
District of Columbia
$172M +$15.6M +10% 12.5% 124% 101 8.91%
LWMI
5823
Legacy Wealth Management (Idaho)
Idaho
$172M 0.16% 702
LIS
5824
Legacy Investment Solutions
Idaho
$172M 0.16% 702
IWS
5825
Integrity Wealth Solutions
Colorado
$171M +$17.6M +11% 6.84% 94 7.45%