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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
RSA
5851
River Street Advisors
Illinois
$163M +$14.6M +10% 3.58% 88.8% 144 13.89%
NF
5852
Nvest Financial
New Hampshire
$163M +$12.5M +8% 4.34% 92.8% 95 22.11%
SCA
5853
Southern Capital Advisors
Tennessee
$163M -$2.09M -1% 1.5% 58.2% 81 19.75%
IFS
5854
Intelligent Financial Strategies
Minnesota
$162M +$1.27M +0.8% 0.11% 60.6% 86 5.81%
FP
5855
Factorial Partners
New York
$162M -$13.5M -8% 5.53% 80.1% 89 21.35%
FC
5856
Family CFO
California
$162M +$1.03M +0.6% 0.87% 84% 64 0%
EFSCE
5857
Enterprise Financial Services Corp (EFSC)
Missouri
$162M -$3.7M -2% 2.43% 100% 165 8.48%
DWM
5858
Dogwood Wealth Management
Kansas
$162M +$14.5M +10% 1.77% 661 17.4%
ACM
5859
Alcosta Capital Management
California
$162M +$13.3M +9% 10.8% 175% 28 0%
CAM
5860
Concorde Asset Management
Michigan
$162M +$16.1M +11% 4.95% 177 32.2%
WCM
5861
Whitefort Capital Management
New York
$162M -$1.94M -1% 12.5% 243% 24 25%
IOOF
5862
Independent Order of Foresters
Ontario, Canada
$162M +$4.9M +3% 2.75% 66.3% 16 6.25%
EB
5863
Emprise Bank
Kansas
$162M +$13.5M +9% 3.96% 112 12.5%
PWM
5864
Peterson Wealth Management
Nevada
$162M +$23.5M +17% 5.23% 78% 57 15.79%
TWP
5865
Tower Wealth Partners
Pennsylvania
$162M +$7.96M +5% 1.7% 53.7% 69 21.74%
HHRDM
5866
H&H Retirement Design & Management
Nevada
$162M +$10.5M +7% 0.94% 38.4% 87 3.45%
HHWM
5867
Hiley Hunt Wealth Management
Nebraska
$162M +$9.26M +6% 1.01% 39 10.26%
DA
5868
Dover Advisors
Virginia
$162M +$15.8M +11% 2.94% 65% 129 14.73%
SCMS
5869
Serenity Capital Management (Singapore)
Singapore
$162M -$17.2M -10% 1.71% 21% 4 25%
OL
5870
Owen LaRue
Kentucky
$162M +$1.78M +1% 5.21% 126% 98 24.49%
KWM
5871
Kanen Wealth Management
Florida
$162M -$157M -49% 9.17% 328% 22 0%
EFS
5872
Econ Financial Services
Pennsylvania
$161M +$280K +0.2% 0.99% 16.9% 101 24.75%
CASB
5873
Cape Ann Savings Bank
Massachusetts
$161M +$1.64M +1% 2.51% 72.7% 88 5.68%
V
5874
ViaWealth
Kansas
$161M +$1.28M +0.8% 2.03% 77.2% 160 8.75%
KFO
5875
Kopp Family Office
Minnesota
$161M -$13.9M -8% 9.52% 34% 22 9.09%