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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 Avg Holding
Period (Yrs)
Anchor Capital Management Group
6051
Anchor Capital Management Group
California
$198M -$17.5M -8% 7.72% – 18 11.11% 0.8
Brooks Moore & Associates
6052
Brooks Moore & Associates
Tennessee
$197M +$12M +6% 7.37% 63.7% 109 8.26% 4.3
LWM
6053
Latko Wealth Management
Illinois
$197M +$19.3M +11% 7.12% – 33 9.09% 0.9
DMKC Advisory Services
6054
DMKC Advisory Services
Iowa
$197M +$6.09M +3% 6.15% – 81 11.11% 0.6
ACA
6055
Acorn Capital Advisors
New York
$197M +$44.1M +29% 48.5% – 22 13.64% 0.7
Fortune 45 LLC
6056
Fortune 45 LLC
Louisiana
$197M +$23.4M +13% 7.99% 85.2% 29 0% 2.6
TTA
6057
Thor Trading Advisors
Pennsylvania
$197M +$117M +146% 6.76% – 13 0% 0.3
Cincinnati Casualty Company
6058
Cincinnati Casualty Company
Ohio
$197M +$7.84M +4% 5.32% 68.7% 24 0% 9.5
Plan A Wealth
6059
Plan A Wealth
Nebraska
$197M +$20.1M +11% 6.36% – 179 14.53% 0.5
Scalar Gauge Management
6060
Scalar Gauge Management
Texas
$197M +$21M +12% 12.7% – 46 65.22% 0.4
SWP Financial
6061
SWP Financial
California
$196M +$14.3M +8% 7.45% 58.4% 78 8.97% 1.1
Smallwood Wealth Investment Management
6062
Smallwood Wealth Investment Management
New Jersey
$196M +$21.1M +12% 7.08% 78% 599 17.2% 0.8
Keystone Global Partners
6063
Keystone Global Partners
Colorado
$196M +$12.7M +7% 6.66% – 157 69.43% 0.5
ASBI
6064
American State Bank (Iowa)
Iowa
$196M +$15.6M +9% 10.3% 149% 132 3.79% 4
Capital Square
6065
Capital Square
Tennessee
$196M +$8.56M +5% 5.51% 62.5% 223 15.7% 2.3
Client First Investment Management
6066
Client First Investment Management
Wisconsin
$196M +$33M +20% 21.7% 243% 47 61.7% 0.4
Canerector Inc
6067
Canerector Inc
Ontario, Canada
$196M +$19.7M +11% 8.64% – 10 0% 0.8
TrueWealth Financial Partners
6068
TrueWealth Financial Partners
Washington
$196M +$14.6M +8% 5.15% 36.4% 26 3.85% 2.3
Birch Capital Management
6069
Birch Capital Management
Texas
$196M +$702K +0.4% 2.21% 62% 81 7.41% 4.5
First County Bank
6070
First County Bank
Connecticut
$196M +$10M +5% 7.75% 101% 170 5.29% 2
Aull & Monroe Investment Management
6071
Aull & Monroe Investment Management
Alabama
$196M +$9.5M +5% 7.1% 98.3% 127 5.51% 8.9
Wisconsin Capital Management
6072
Wisconsin Capital Management
Wisconsin
$196M +$14.9M +8% 9.25% 153% 55 18.18% 4.6
International City Management Association Retirement Corp
6073
International City Management Association Retirement Corp
District of Columbia
$196M +$8.39M +4% 4.58% 48.1% 6 0% 1.9
Crossingbridge Advisors
6074
Crossingbridge Advisors
New York
$195M +$81.5M +72% 0.22% – 120 63.33% 0.3
Horizon Advisory Services
6075
Horizon Advisory Services
New York
$195M +$9.29M +5% 5.66% – 47 6.38% 1.1