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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
FAM
5926
Family Asset Management
South Carolina
$166M +$10.8M +7% 5.42% 219 8.22%
RCM
5927
Ravenstone Capital Management
$166M +$16.1M +11% 8.66% 63% 35 5.71%
EWM
5928
Evergreen Wealth Management
Michigan
$166M +$15.3M +10% 6.53% 62.1% 60 20%
TFP
5929
TrueWealth Financial Partners
Washington
$166M +$11.2M +7% 6.96% 36.4% 18 0%
ACM
5930
Aryeh Capital Management
Ontario, Canada
$166M +$10.3M +7% 14.1% 87.7% 11 18.18%
CMS
5931
Capital Market Strategies
Florida
$166M +$7.56M +5% 4.97% 120% 156 5.77%
PCMM
5932
Piedmont Capital Management (Montana)
Montana
$166M +$18.5M +13% 5.99% 94% 58 32.76%
SA
5933
Sunesis Advisors
Kansas
$166M -$2.44M -1% 5.6% 47 10.64%
BWM
5934
BlackDiamond Wealth Management
New York
$165M +$13.4M +9% 4.54% 70.8% 175 25.14%
PRI
5935
Prepared Retirement Institute
Pennsylvania
$165M +$14.4M +10% 5.46% 87 14.94%
CI
5936
CAZ Investments
Texas
$165M -$120M -42% 21% 255% 36 8.33%
ALAM
5937
Asahi Life Asset Management
Japan
$165M +$19.7M +14% 7.37% 122% 212 58.96%
GP
5938
Gridiron Partners
Pennsylvania
$165M +$8.12M +5% 5.53% 64 1.56%
KFA
5939
Kapstone Financial Advisors
Ohio
$165M +$12.4M +8% 8.46% 131% 115 12.17%
LWM
5940
Latko Wealth Management
Illinois
$165M 5.33% 30
CWP
5941
Core Wealth Partners
California
$165M +$18.6M +13% 4.62% 63.8% 171 18.71%
AC
5942
Avory & Company
Florida
$165M +$22.9M +16% 17.8% 61.6% 31 6.45%
ASBI
5943
American State Bank (Iowa)
Iowa
$165M +$8.48M +5% 5.54% 138% 128 4.69%
CS
5944
Capital Square
Tennessee
$165M +$10.9M +7% 8.59% 53.1% 178 15.73%
HFS
5945
HBC Financial Services
Washington
$165M +$7.46M +5% 6.02% 12.6% 201 18.91%
IAM
5946
Impala Asset Management
Florida
$165M +$53.9M +49% 5.51% 62.6% 20 45%
TFG
5947
Tull Financial Group
Virginia
$164M 6.37% 26
LFA
5948
Lauterbach Financial Advisors
Texas
$164M +$12.6M +8% 6.27% 71.2% 71 11.27%
FCMT
5949
Founders Capital Management (Texas)
Texas
$164M +$9.9M +6% 6.69% 118% 388 7.73%
IA
5950
Incentive AS
Norway
$164M +$70.1M +75% 7.4% 2 50%