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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
PRI
5976
Prepared Retirement Institute
Pennsylvania
$165M +$14.4M +10% 5.46% 87 14.94%
CI
5977
CAZ Investments
Texas
$165M -$120M -42% 21% 255% 36 8.33%
ALAM
5978
Asahi Life Asset Management
Japan
$165M +$19.7M +14% 7.37% 122% 212 58.96%
GP
5979
Gridiron Partners
Pennsylvania
$165M +$8.12M +5% 5.53% 64 1.56%
KFA
5980
Kapstone Financial Advisors
Ohio
$165M +$12.4M +8% 8.46% 131% 115 12.17%
LWM
5981
Latko Wealth Management
Illinois
$165M 5.33% 30
CWP
5982
Core Wealth Partners
California
$165M +$18.6M +13% 4.62% 63.8% 171 18.71%
AC
5983
Avory & Company
Florida
$165M +$22.9M +16% 17.8% 61.6% 31 6.45%
ASBI
5984
American State Bank (Iowa)
Iowa
$165M +$8.48M +5% 5.54% 138% 128 4.69%
CS
5985
Capital Square
Tennessee
$165M +$10.9M +7% 8.59% 53.1% 178 15.73%
HFS
5986
HBC Financial Services
Washington
$165M +$7.46M +5% 6.02% 12.6% 201 18.91%
IAM
5987
Impala Asset Management
Florida
$165M +$53.9M +49% 5.51% 62.6% 20 45%
TFG
5988
Tull Financial Group
Virginia
$164M 6.37% 26
LFA
5989
Lauterbach Financial Advisors
Texas
$164M +$12.6M +8% 6.27% 71.2% 71 11.27%
FCMT
5990
Founders Capital Management (Texas)
Texas
$164M +$9.9M +6% 6.69% 118% 388 7.73%
IA
5991
Incentive AS
Norway
$164M +$70.1M +75% 7.4% 2 50%
SF
5992
SWP Financial
California
$164M +$12.5M +8% 6.02% 55 9.09%
SNBOSCI
5993
Security National Bank of Sioux City Iowa
Iowa
$164M +$25.1M +18% 9.3% 52.4% 106 14.15%
SIM
5994
SummerHaven Investment Management
Connecticut
$164M +$11.7M +8% 9.56% 143% 295 68.14%
WFG
5995
Wormser Freres Gestion
France
$164M +$10.4M +7% 5.62% 47 6.38%
MFG
5996
MTM Financial Group
Pennsylvania
$164M +$7.2M +5% 4.27% 36.5% 75 9.33%
SPI
5997
Sutton Place Investors
New York
$164M +$13.4M +9% 5.4% 74.3% 124 6.45%
VF
5998
Vawter Financial
Ohio
$164M +$18M +12% 6.74% 48% 98 13.27%
OW
5999
Olistico Wealth
Oklahoma
$164M +$6.87M +4% 6.11% 95.8% 322 9.63%
CIA
6000
Cohen Investment Advisors
New Hampshire
$164M +$39.2M +32% 7.14% 76.2% 79 6.33%