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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
FFG
6051
Foundry Financial Group
New Hampshire
$160M +$15M +10% 5.3% 60 11.67%
UI
6052
Unconventional Investor
New Hampshire
$160M +$18.2M +13% 8.17% 62.7% 34 2.94%
RHDIC
6053
R.H. Dinel Investment Counsel
California
$160M +$3.86M +2% 4.74% 34.1% 45 8.89%
RWM
6054
Revisor Wealth Management
Ohio
$160M +$16M +11% 7.44% 62.8% 183 17.49%
OFM
6055
Omega Fund Management
Massachusetts
$160M +$25M +19% 4.66% 106% 12 16.67%
CJ
6056
Caitlin John
Michigan
$160M +$21M +15% 8% 954 20.13%
WF
6057
Williams Financial
Vermont
$160M +$9.77M +7% 4.45% 28.5% 18 5.56%
GFP
6058
Guardian Financial Partners
California
$160M +$9.2M +6% 5.47% 50.2% 47 10.64%
TIM
6059
Timelo Investment Management
Ontario, Canada
$160M -$16.1M -9% 5.79% 104% 26 57.69%
ACMC
6060
AyurMaya Capital Management Company
New Hampshire
$160M -$23M -13% 10.6% 32.2% 2 0%
CE
6061
Cornerstone Enterprises
Wisconsin
$160M +$9.1M +6% 3.3% 34 14.71%
CA
6062
Corrado Advisors
New Jersey
$160M +$4.99M +3% 6.72% 64% 115 16.52%
CAM
6063
Chou Associates Management
Ontario, Canada
$160M +$19.6M +14% 4.38% 66.4% 34 11.76%
QP
6064
Quartz Partners
New York
$160M 5.61% 146
PSIWM
6065
Paradigm Strategies in Wealth Management
Minnesota
$160M -$3.2M -2% 5.64% 37.9% 58 25.86%
DAM
6066
Diamant Asset Management
Connecticut
$160M +$10.1M +7% 7.56% 66.9% 75 4%
C
6067
Covestor
United Kingdom
$160M +$4.95M +3% 8.94% 136% 2,930 7.68%
VWMG
6068
Virginia Wealth Management Group
Virginia
$160M +$37.6M +31% 8.31% 42.1% 56 10.71%
LIM
6069
Lancaster Investment Management
United Kingdom
$160M +$6.39M +4% 6.96% 18% 8 37.5%
TFA
6070
Tranquilli Financial Advisor
New Jersey
$159M +$10.1M +7% 7.11% 55.1% 113 8.85%
CA
6071
Carson Advisory
Georgia
$159M +$16.8M +12% 9.46% 68.6% 184 13.59%
MAWAG
6072
Mid-American Wealth Advisory Group
Missouri
$159M +$2.67M +2% 3.99% 12.3% 65 44.62%
KL
6073
KilterHowling LLC
Colorado
$159M +$12.4M +8% 5.21% 51.3% 51 7.84%
FCM
6074
Fairbanks Capital Management
California
$159M +$6.93M +5% 4.68% 81.3% 54 5.56%
AAMC
6075
Asset Allocation & Management Company
Illinois
$159M +$7.81M +5% 5.1% 53.8% 49 6.12%