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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
TFM
5926
Trademark Financial Management
Minnesota
$204M +$22.4M +12% 0.75% 109 19.27%
LV
5927
Lifeyrissjodur Verzlunarmanna
$204M -$46.9M -19% 15.1% 1 0%
CAM
5928
Concorde Asset Management
Michigan
$204M -$46M -18% 0.7% 255 24.31%
B
5929
Birchbrook
Maine
$204M +$3.39M +2% 0.44% 313 11.82%
II
5930
Ironclad Investments
Florida
$204M -$10M -5% 4.67% 3 0%
AA
5931
Aufman Associates
Pennsylvania
$204M +$8.71M +4% 6.24% 76.4% 67 2.99%
PWMG
5932
Pinnacle Wealth Management Group
Michigan
$204M +$3.54M +2% 0.37% 55.7% 131 12.21%
AWM
5933
Avondale Wealth Management
Texas
$203M +$9.01M +5% 0.38% 78.6% 71 18.31%
OF
5934
Optimize Financial
California
$203M +$4.76M +2% 8.88% 484 72.52%
TBBL
5935
True Blue (BVI) Ltd
$203M -$29.4M -13% 8.09% 4 25%
VH
5936
Visionary Horizons
Tennessee
$203M +$9.67M +5% 0.34% 140 27.86%
OW
5937
Olistico Wealth
Oklahoma
$203M -$2.01M -1% 1.8% 95.8% 359 10.03%
RA
5938
Riverstone Advisors
Texas
$203M -$9.44M -4% 2.51% 83.3% 76 26.32%
TWM
5939
Trevian Wealth Management
Massachusetts
$203M -$8.11M -4% 3.47% 94.1% 51 17.65%
IFU
5940
iSAM Funds (UK)
United Kingdom
$203M -$75.6M -27% 3.96% 48.3% 476 76.68%
SFS
5941
Sharp Financial Services
Pennsylvania
$203M +$3.79M +2% 0.91% 131 22.14%
AFWM
5942
Arta Finance Wealth Management
California
$202M +$6.4M +3% 3.31% 104 22.12%
CWM
5943
CarsonAllaria Wealth Management
Illinois
$202M +$894K +0.4% 0.58% 51.7% 72 11.11%
GDADCM
5944
Groupe des Assurances du Credit Mutuel
France
$202M -$92.6M -31% 21.8% 6 33.33%
4FG
5945
4Thought Financial Group
New York
$202M +$294K +0.1% 1.79% 37.6% 101 12.87%
TI
5946
tru Independence
Oregon
$202M -$194M -49% 1.35% 42.5% 139 31.65%
NC
5947
Nipun Capital
California
$202M -$17M -8% 6.66% 11 27.27%
BFA
5948
Brendel Financial Advisors
New Hampshire
$202M -$1.26M -0.6% 4.04% 110% 125 44%
SPAS
5949
Spectrum Planning & Advisory Services
California
$202M +$7.66M +4% 1.24% 124 16.94%
PCMK
5950
Paragon Capital Management (Kansas)
Kansas
$202M +$4.62M +2% 5.49% 75.8% 61 9.84%