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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 Avg Holding
Period (Yrs)
Carlson Capital
5976
Carlson Capital
Texas
$166M -$475M -74% 2.9% 67.9% 93 95.7% 3.7
BWM
5977
Bullock Wealth Management
Indiana
$166M +$13.3M +9% 6.85% 101% 607 11.53% 1.3
Piedmont Capital Management (Montana)
5978
Piedmont Capital Management (Montana)
Montana
$166M +$18.5M +13% 5.99% 94% 58 32.76% 2.1
SA
5979
Sunesis Advisors
Kansas
$166M -$2.44M -1% 5.6% – 47 10.64% 3
BlackDiamond Wealth Management
5980
BlackDiamond Wealth Management
New York
$165M +$13.4M +9% 4.54% 70.8% 175 25.14% 1.4
Prepared Retirement Institute
5981
Prepared Retirement Institute
Pennsylvania
$165M +$14.4M +10% 5.46% – 87 14.94% 0.6
CAZ Investments
5982
CAZ Investments
Texas
$165M -$120M -42% 21% 263% 36 8.33% 2.9
ALAM
5983
Asahi Life Asset Management
Japan
$165M +$19.7M +14% 7.37% 122% 212 58.96% 1.8
Gridiron Partners
5984
Gridiron Partners
Pennsylvania
$165M +$8.12M +5% 5.53% 15.5% 64 1.56% 0.7
Kapstone Financial Advisors
5985
Kapstone Financial Advisors
Ohio
$165M +$12.4M +8% 8.46% 131% 115 12.17% 1.4
LWM
5986
Latko Wealth Management
Illinois
$165M – – 5.33% – 30 – 0
Core Wealth Partners
5987
Core Wealth Partners
California
$165M +$18.6M +13% 4.62% 63.8% 171 18.71% 1.1
Avory & Company
5988
Avory & Company
Florida
$165M +$22.9M +16% 17.8% 74.9% 31 6.45% 2.1
ASBI
5989
American State Bank (Iowa)
Iowa
$165M +$8.48M +5% 5.54% 138% 128 4.69% 3.4
Capital Square
5990
Capital Square
Tennessee
$165M +$10.9M +7% 8.59% 62.5% 178 15.73% 2.1
HBC Financial Services
5991
HBC Financial Services
Washington
$165M +$7.46M +5% 6.02% 12.6% 201 18.91% 2.6
Impala Asset Management
5992
Impala Asset Management
Florida
$165M +$53.9M +49% 5.51% 62.6% 20 45% 0.7
Tull Financial Group
5993
Tull Financial Group
Virginia
$164M – – 6.37% – 26 – 0
Lauterbach Financial Advisors
5994
Lauterbach Financial Advisors
Texas
$164M +$12.6M +8% 6.27% 76.5% 71 11.27% 2
Founders Capital Management (Texas)
5995
Founders Capital Management (Texas)
Texas
$164M +$9.9M +6% 6.69% 131% 388 7.73% 4.1
IA
5996
Incentive AS
Norway
$164M +$70.1M +75% 7.4% – 2 50% 0.4
SWP Financial
5997
SWP Financial
California
$164M +$12.5M +8% 6.02% 58.4% 55 9.09% 0.6
Security National Bank of Sioux City Iowa
5998
Security National Bank of Sioux City Iowa
Iowa
$164M +$25.1M +18% 9.3% 61% 106 14.15% 5.7
SummerHaven Investment Management
5999
SummerHaven Investment Management
Connecticut
$164M +$11.7M +8% 9.56% 150% 295 68.14% 1
WFG
6000
Wormser Freres Gestion
France
$164M +$10.4M +7% 5.62% 67.4% 47 6.38% 0.7