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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
SC
5901
Stance Capital
Massachusetts
$206M -$65.9M -24% 2.35% 329 73.56%
LPFG
5902
Landing Point Financial Group
Ohio
$206M +$5.52M +3% 2.01% 95 14.74%
AFT
5903
Alpha Family Trust
California
$206M -$13.4M -6% 3.52% 142% 222 20.72%
MBI
5904
May Barnhard Investments
Maryland
$206M -$5.62M -3% 0.55% 88 9.09%
HDA
5905
Harold Davidson & Associates
California
$206M -$20.1M -9% 4.13% 68 14.71%
SAM
5906
Stenahm Asset Management
Guernsey
$206M +$5.56M +3% 5% 26 42.31%
AFTS
5907
American Financial & Tax Strategies
New York
$206M +$5.07M +3% 1.02% 98 2.04%
MWA
5908
MN Wealth Advisors
Kansas
$206M +$7.49M +4% 3.11% 137 20.44%
JSA
5909
Jim Saulnier & Associates
Colorado
$205M +$12.6M +7% 0.89% 149 14.09%
F4L
5910
Fortune 45 LLC
Louisiana
$205M -$3.73M -2% 3.32% 64.5% 45 42.22%
KHC
5911
Koesten Hirschmann & Crabtree
Kansas
$205M +$1.96M +1% 0.11% 62.6% 42 2.38%
AW
5912
Apricus Wealth
South Carolina
$205M +$9.42M +5% 9.78% 78.8% 129 13.18%
LWM
5913
Latko Wealth Management
Illinois
$205M +$812K +0.4% 2.01% 36 8.33%
WCM
5914
Warburton Capital Management
Oklahoma
$205M +$28M +16% 0.64% 70 15.71%
PKC
5915
Palmer Knight Company
Florida
$205M +$14.4M +8% 1.92% 58% 35 17.14%
FCMT
5916
Founders Capital Management (Texas)
Texas
$205M +$12.3M +6% 10% 118% 433 15.94%
TCM
5917
TAM Capital Management
Connecticut
$205M +$38.6M +23% 15.7% 0.76% 9 33.33%
LFA
5918
Lauterbach Financial Advisors
Texas
$205M +$292K +0.1% 1.66% 60.5% 82 6.1%
UWM
5919
Udine Wealth Management
Florida
$205M -$6.93M -3% 6.85% 127% 41 29.27%
WA1
5920
Wimmer Associates 1
California
$205M -$10.4M -5% 2.04% 69.4% 112 6.25%
FWA
5921
FOCUS Wealth Advisors
Texas
$205M -$10.3M -5% 0.08% 63.8% 59 1.69%
QAM
5922
QSM Asset Management
United Kingdom
$204M +$29.4M +17% 12.8% 25 16%
KFA
5923
Kapstone Financial Advisors
Ohio
$204M +$3M +1% 1.69% 117% 165 26.06%
TFM
5924
Trademark Financial Management
Minnesota
$204M +$22.4M +12% 0.75% 109 19.27%
LV
5925
Lifeyrissjodur Verzlunarmanna
$204M -$46.9M -19% 15.1% 1 0%