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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
IFS
5976
Intelligent Financial Strategies
Minnesota
$181M -$1.04M -0.6% 0.07% 60.6% 81 2.47%
BFG
5977
Buttonwood Financial Group
Missouri
$181M +$13.9M +8% 1.05% 73.1% 31 22.58%
ACA
5978
American Capital Advisory
Idaho
$181M +$8.05M +5% 0.66% 512 14.26%
NSB
5979
Norway Savings Bank
Maine
$181M -$3.86M -2% 0.17% 101% 107 2.8%
MCP
5980
Militia Capital Partners
Nevada
$180M 12.3% 147
GA
5981
Guerra Advisors
Florida
$180M 6% 60
BWA
5982
BlueChip Wealth Advisors
Georgia
$180M -$10.7M -6% 0.24% 163 23.31%
QFPS
5983
Quantum Financial Planning Services
Washington
$180M 1.4% 34
HHWM
5984
Hiley Hunt Wealth Management
Nebraska
$180M +$5.69M +3% 1.83% 40 7.5%
NIMC
5985
Nierenberg Investment Management Company
Washington
$180M +$3.74M +2% 13% 135% 58 18.97%
AFO
5986
Allie Family Office
Florida
$180M -$5.5M -3% 2.22% 59% 100 12%
GWS
5987
Greykasell Wealth Strategies
California
$180M 1.57% 119
BOC
5988
Bull Oak Capital
California
$180M +$5.73M +3% 1.01% 55.7% 126 80.95%
EFSCE
5989
Enterprise Financial Services Corp (EFSC)
Missouri
$180M +$8.15M +5% 2.33% 100% 161 13.66%
CWA
5990
Crux Wealth Advisors
California
$180M 1.73% 150
CWM
5991
CCG Wealth Management
California
$180M +$946K +0.5% 1.69% 82.6% 77 15.58%
GWM
5992
Grand Wealth Management
Michigan
$179M +$2.19M +1% 2.56% 54.1% 69 8.7%
GAM
5993
GEM Asset Management
Michigan
$179M +$4.41M +3% 0.59% 54.7% 97 12.37%
AFS
5994
Axiom Financial Strategies
Indiana
$179M -$10.1M -5% 0.74% 54.5% 46 10.87%
SNBOSD
5995
Security National Bank of So Dak
Iowa
$179M -$766K -0.4% 2.04% 58.9% 113 15.04%
NIA
5996
NBZ Investment Advisors
Tennessee
$179M 1.95% 69
HP
5997
Haven Private
Florida
$179M 5.44% 136
KIM
5998
Kane Investment Management
California
$179M 6.03% 90
FCB
5999
First County Bank
Connecticut
$179M -$23.6M -12% 1.27% 89.1% 164 14.63%
FF
6000
Fortitude Financial
Washington
$179M 2.14% 31