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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
DF
6176
Downshift Financial
Colorado
$223M +$29.6M +15% 12.6% 670 88.81%
SIAM
6177
Sterling Investment Advisors (Missouri)
Missouri
$223M +$14.2M +7% 7.53% 37.8% 41 9.76%
SFS
6178
Symphony Financial Services
Ohio
$223M +$27.8M +14% 13.2% 110 14.55%
TF
6179
Tudor Financial
Ohio
$222M +$26.9M +14% 13.4% 156 13.46%
SPWG
6180
Sage Private Wealth Group
Illinois
$222M +$23.7M +12% 10.2% 67.4% 106 14.15%
ACM
6181
Ategra Capital Management
Virginia
$222M +$21.1M +10% 13.2% 114% 28 17.86%
MAMF
6182
Mirabaud Asset Management (France)
France
$222M +$26.5M +14% 0% 28 0%
WWM
6183
Whalen Wealth Management
Nevada
$222M +$35.6M +19% 22% 225 36%
BWM
6184
BankPlus Wealth Management
Mississippi
$222M +$28.7M +15% 12.4% 129 11.63%
MCM
6185
Mendel Capital Management
Arkansas
$222M +$23.3M +12% 15.1% 102 7.84%
CCA
6186
Coign Capital Advisors
Utah
$222M +$31.9M +17% 11.1% 97 26.8%
PWM
6187
PTM Wealth Management
United States
$222M +$33.4M +18% 16.2% 63 11.11%
1CP
6188
17 Capital Partners
Arizona
$222M +$27.8M +14% 17.5% 184 10.87%
SA
6189
Sylvest Advisors
Texas
$222M +$33.8M +18% 12.2% 83 21.69%
LCM
6190
Lionhunter Capital Management
New York
$222M 13.5% 109
HCA
6191
Hyperion Capital Advisors
New York
$222M +$14.1M +7% 22.8% 86.1% 73 15.07%
ACG
6192
Ampersand Capital Group
California
$222M +$38.9M +21% 8.01% 7 0%
FCT
6193
First Community Trust
Iowa
$221M +$85.9M +63% 28.3% 111% 370 12.97%
MM
6194
Monolith Management
Hong Kong
$221M -$111M -33% 68.7% 41 73.17%
AFTS
6195
American Financial & Tax Strategies
New York
$221M +$15.6M +8% 8.8% 102 4.9%
MAM
6196
MWA Asset Management
Massachusetts
$221M +$38.7M +21% 37.1% 174% 135 11.11%
WA1
6197
Wimmer Associates 1
California
$221M +$16.6M +8% 13.8% 78.9% 116 7.76%
EPG
6198
Estate Planners Group
Pennsylvania
$221M +$13M +6% 11.1% 86 33.72%
AIM
6199
Ausbil Investment Management
Australia
$221M +$20M +10% 8.53% 120% 77 33.77%
RIM
6200
Ryan Investment Management
Colorado
$221M +$43.1M +24% 12% 33 48.48%