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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
SF
5926
SWP Financial
California
$164M +$12.5M +8% 6.02% 55 9.09%
SNBOSCI
5927
Security National Bank of Sioux City Iowa
Iowa
$164M +$25.1M +18% 9.3% 52.4% 106 14.15%
SIM
5928
SummerHaven Investment Management
Connecticut
$164M +$11.7M +8% 9.56% 143% 295 68.14%
WFG
5929
Wormser Freres Gestion
France
$164M +$10.4M +7% 5.62% 47 6.38%
MFG
5930
MTM Financial Group
Pennsylvania
$164M +$7.2M +5% 4.27% 36.5% 75 9.33%
SPI
5931
Sutton Place Investors
New York
$164M +$13.4M +9% 5.4% 55.9% 124 6.45%
VF
5932
Vawter Financial
Ohio
$164M +$18M +12% 6.74% 48% 98 13.27%
OW
5933
Olistico Wealth
Oklahoma
$164M +$6.87M +4% 6.11% 95.8% 322 9.63%
CIA
5934
Cohen Investment Advisors
New Hampshire
$164M +$39.2M +32% 7.14% 76.2% 79 6.33%
HM
5935
Heronetta Management
New York
$164M +$7.23M +5% 5.69% 59.7% 23 0%
BFG
5936
Baron Financial Group
New Jersey
$164M +$6.27M +4% 6.58% 52.1% 47 0%
CMBA
5937
C.M. Bidwell & Associates
Hawaii
$164M +$14.2M +9% 6.28% 59.8% 560 25.18%
CTC
5938
Cetera Trust Company
Minnesota
$164M +$4.22M +3% 6.57% 411 3.41%
MA
5939
McBroom & Associates
Nevada
$163M +$3.87M +2% 6.67% 123% 35 8.57%
DCI
5940
Data Collective IV
California
$163M +$20.8M +15% 27.5% 251% 6 0%
LAM
5941
LifePro Asset Management
California
$163M +$23.9M +17% 5.98% 49% 178 43.82%
SM
5942
Salzhauer Michael
$163M +$34.7M +27% 11.4% 107% 99 17.17%
APGDR
5943
Absoluto Partners Gestao de Recursos
Brazil
$163M -$25.4M -13% 9.97% 174% 30 26.67%
OPWM
5944
Oxinas Partners Wealth Management
Indiana
$163M +$12.9M +9% 4.98% 91.4% 131 17.56%
DFA
5945
DHK Financial Advisors
New Hampshire
$163M +$19.9M +14% 9.11% 46.1% 93 30.11%
BWG
5946
Boomfish Wealth Group
Georgia
$163M +$8.44M +5% 6.54% 93 11.83%
M1FG
5947
Mach-1 Financial Group
Arkansas
$163M +$14.5M +10% 5.97% 74.3% 92 21.74%
EFIC
5948
Eliot Finkel Investment Counsel
California
$163M +$11.1M +7% 8.82% 55.2% 31 3.23%
MCM
5949
Mendel Capital Management
Arkansas
$163M +$8.21M +5% 6.96% 100 7%
SWM
5950
Salvus Wealth Management
New Jersey
$163M +$17.2M +12% 11.8% 104% 119 10.92%