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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
FWM
6026
FMB Wealth Management
California
$178M +$620K +0.4% 0.86% 71.1% 77 15.58%
MWM
6027
MBE Wealth Management
Wisconsin
$178M -$3.71M -2% 0.53% 60.9% 105 8.57%
VAM
6028
Verity Asset Management
North Carolina
$177M -$88.1M -33% 0.14% 79.7% 231 32.03%
LA
6029
Latitude Advisors
Florida
$177M +$724K +0.4% 0.6% 72% 206 17.96%
CI
6030
Carroll Investors
South Carolina
$177M +$24.8M +16% 24.4% 241% 31 9.68%
LCM
6031
LCM Capital Management
Illinois
$177M +$3.43M +2% 4.79% 108% 101 7.92%
RDIA
6032
RE Dickinson Investment Advisors
Iowa
$177M -$165K -0.1% 0.74% 2.24% 331 29.61%
VPI
6033
Value Partners Investments
Manitoba, Canada
$177M -$1.06B -86% 3.05% 33.9% 90 15.56%
SI
6034
Stash Investments
New York
$177M +$7.67M +5% 2.12% 5 0%
EB
6035
Emprise Bank
Kansas
$177M +$3.5M +2% 0.65% 105 11.43%
BC
6036
Blantyre Capital
United Kingdom
$177M -$10.9M -6% 5.82% 1 0%
MMHP
6037
Murphy Middleton Hinkle & Parker
Georgia
$177M -$8.55M -5% 1.48% 61.7% 140 7.14%
SIM
6038
Sims Investment Management
Ohio
$177M 2.05% 37
FHWM
6039
Fox Hill Wealth Management
Massachusetts
$177M -$4.67M -3% 5.47% 139 12.23%
MA
6040
McBroom & Associates
Nevada
$177M +$13.3M +8% 8.59% 133% 37 13.51%
WA
6041
Watchtower Advisors
Connecticut
$177M -$39.1M -18% 13.4% 384% 17 29.41%
KFS
6042
Kaizen Financial Strategies
California
$177M +$4.27M +2% 5.57% 116% 151 21.19%
CFS
6043
Compass Financial Services
Iowa
$177M 0.28% 205
AI
6044
Aflac Inc
Georgia
$177M +$19.3M +12% 14.6% 28.8% 4 25%
MCM
6045
Masterton Capital Management
New York
$176M +$26.5M +18% 5.32% 1.94% 27 40.74%
CWA
6046
Capital Wealth Alliance
Arizona
$176M +$4.54M +3% 3.91% 108% 84 15.48%
CHA
6047
Cooper/Haims Advisors
New York
$176M -$5.54M -3% 2.99% 53.1% 88 14.77%
SFCL
6048
Strengthening Families & Communities LLC
Massachusetts
$176M -$214M -55% 3.03% 106% 583 42.02%
FF
6049
Financial Futures
New Jersey
$176M +$1.6M +0.9% 0.11% 45% 57 12.28%
IVGAI
6050
Index Venture Growth Associates IV
Jersey
$176M 1.85% 1