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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
AUIM
6001
Aegon USA Investment Management
Iowa
$148M +$8.17M +6% 5.94% 39.9% 41 19.51%
SCM
6002
Sebold Capital Management
Illinois
$148M +$12.8M +9% 6.34% 72 6.94%
FOFP
6003
Fee-Only Financial Planning
South Carolina
$148M +$9.72M +7% 8.57% 54.6% 42 4.76%
CP
6004
Catalys Pacific
Japan
$148M +$41.5M +39% 41.5% 3 0%
RSA
6005
River Street Advisors
Illinois
$148M +$22.8M +18% 10.3% 88.8% 136 19.12%
FMI
6006
F/M Investments
District of Columbia
$148M -$28M -16% 11.3% 100% 101 32.67%
OCM
6007
Objective Capital Management
Ohio
$148M +$16.9M +13% 9.74% 141 17.73%
TLCM
6008
Twin Lakes Capital Management
California
$148M +$1.87M +1% 3.9% 83.8% 244 0%
FCMT
6009
Founders Capital Management (Texas)
Texas
$148M +$10.3M +7% 7.61% 118% 389 10.54%
DWM
6010
Dogwood Wealth Management
Kansas
$148M +$19.9M +16% 6.18% 627 6.7%
VWM
6011
VCI Wealth Management
Missouri
$148M -$16.5M -10% 6.87% 125 30.4%
MHWM
6012
Montz Harcus Wealth Management
Louisiana
$148M +$16.8M +13% 10.1% 74.1% 73 26.03%
EWM
6013
Evergreen Wealth Management
Michigan
$148M +$11.8M +9% 9.46% 57% 55 0%
BWS
6014
BCR Wealth Strategies
Alabama
$148M +$8.25M +6% 4.96% 34.4% 21 9.52%
TDC
6015
Thompson Davis & Co
Virginia
$148M +$30.1M +26% 20.6% 200% 144 43.75%
MPCG
6016
Matrix Private Capital Group
New York
$148M +$15.1M +11% 9.28% 56% 150 8.67%
MWM
6017
Mittelman Wealth Management
Massachusetts
$148M 7.83% 64
HWP
6018
Hibernia Wealth Partners
Louisiana
$148M +$14.1M +11% 4.81% 34.4% 84 23.81%
FW
6019
Fairway Wealth
Ohio
$148M +$16.8M +13% 5.45% 80 8.75%
KFS
6020
Kaizen Financial Strategies
California
$147M +$15.5M +12% 8.89% 90.5% 141 24.11%
HFS
6021
HBC Financial Services
Washington
$147M -$53K -0% 7.23% 12.6% 196 16.84%
CAM
6022
Cobblestone Asset Management
Virginia
$147M +$11.8M +9% 5.75% 50.6% 49 28.57%
PCMM
6023
Piedmont Capital Management (Montana)
Montana
$147M +$10.1M +7% 8.63% 76.1% 48 4.17%
BCM
6024
BCK Capital Management
Connecticut
$147M +$45.4M +45% 9.03% 161% 102 54.9%
SCP
6025
Sivia Capital Partners
California
$147M +$15.9M +12% 13.3% 200 12.5%