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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
AFTS
5926
American Financial & Tax Strategies
New York
$206M +$5.07M +3% 1.02% 98 2.04%
MWA
5927
MN Wealth Advisors
Kansas
$206M +$7.49M +4% 3.11% 137 20.44%
JSA
5928
Jim Saulnier & Associates
Colorado
$205M +$12.6M +7% 0.89% 149 14.09%
F4L
5929
Fortune 45 LLC
Louisiana
$205M -$3.73M -2% 3.32% 78.9% 45 42.22%
KHC
5930
Koesten Hirschmann & Crabtree
Kansas
$205M +$1.96M +1% 0.11% 62.6% 42 2.38%
AW
5931
Apricus Wealth
South Carolina
$205M +$9.42M +5% 9.78% 78.8% 129 13.18%
LWM
5932
Latko Wealth Management
Illinois
$205M +$812K +0.4% 2.01% 36 8.33%
WCM
5933
Warburton Capital Management
Oklahoma
$205M +$28M +16% 0.64% 70 15.71%
PKC
5934
Palmer Knight Company
Florida
$205M +$14.4M +8% 1.92% 78.9% 35 17.14%
FCMT
5935
Founders Capital Management (Texas)
Texas
$205M +$12.3M +6% 10% 118% 433 15.94%
TCM
5936
TAM Capital Management
Connecticut
$205M +$38.6M +23% 15.7% 0.76% 9 33.33%
LFA
5937
Lauterbach Financial Advisors
Texas
$205M +$292K +0.1% 1.66% 71.2% 82 6.1%
UWM
5938
Udine Wealth Management
Florida
$205M -$6.93M -3% 6.85% 127% 41 29.27%
WA1
5939
Wimmer Associates 1
California
$205M -$10.4M -5% 2.04% 69.4% 112 6.25%
FWA
5940
FOCUS Wealth Advisors
Texas
$205M -$10.3M -5% 0.08% 63.8% 59 1.69%
QAM
5941
QSM Asset Management
United Kingdom
$204M +$29.4M +17% 12.8% 25 16%
KFA
5942
Kapstone Financial Advisors
Ohio
$204M +$3M +1% 1.69% 131% 165 26.06%
TFM
5943
Trademark Financial Management
Minnesota
$204M +$22.4M +12% 0.75% 109 19.27%
LV
5944
Lifeyrissjodur Verzlunarmanna
$204M -$46.9M -19% 15.1% 1 0%
CAM
5945
Concorde Asset Management
Michigan
$204M -$46M -18% 0.7% 255 24.31%
B
5946
Birchbrook
Maine
$204M +$3.39M +2% 0.44% 313 11.82%
II
5947
Ironclad Investments
Florida
$204M -$10M -5% 4.67% 3 0%
AA
5948
Aufman Associates
Pennsylvania
$204M +$8.71M +4% 6.24% 136% 67 2.99%
PWMG
5949
Pinnacle Wealth Management Group
Michigan
$204M +$3.54M +2% 0.37% 55.7% 131 12.21%
AWM
5950
Avondale Wealth Management
Texas
$203M +$9.01M +5% 0.38% 78.6% 71 18.31%