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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
DG
6201
DMC Group
Alabama
$99M +$10.4M +12% 7.47% 67% 124 10.48%
LSC
6202
Lesa Sroufe & Co
Washington
$98.9M +$8.73M +10% 6.7% 73 9.59%
T2I
6203
Turim 21 Investimentos
Brazil
$98.9M -$84.2M -46% 4% 62% 78 23.08%
PFG
6204
Prosperity Financial Group
California
$98.8M +$6.13M +7% 7.73% 86.6% 113 31.86%
ACM
6205
Acrisure Capital Management
Texas
$98.8M +$8.46M +9% 1.77% 405 75.31%
CWA
6206
Clearview Wealth Advisors
Oregon
$98.7M -$30.7M -24% 3.75% 45.2% 719 20.45%
LFA
6207
Laraway Financial Advisors
Minnesota
$98.7M +$3.03M +3% 7.41% 69.8% 105 2.86%
SAM
6208
Steinberg Asset Management
New York
$98.6M +$6.34M +7% 5.15% 114% 34 14.71%
VF
6209
Vawter Financial
Ohio
$98.6M +$12.8M +15% 4.37% 48% 57 17.54%
WSL
6210
Western Standard LLC
California
$98.6M -$15M -13% 11.3% 68.9% 40 67.5%
ACM
6211
Arthedge Capital Management
New York
$98.5M +$20M +26% 26.9% 86.1% 13 0%
TIM
6212
Tevis Investment Management
Texas
$98.4M +$4.53M +5% 3.53% 54.1% 94 21.28%
RFN
6213
Redwood Financial Network
Ohio
$98.3M +$10.2M +12% 7.87% 55.2% 154 12.99%
CWM
6214
Cadence Wealth Management
Massachusetts
$98.2M -$18.4M -16% 4.74% 63.6% 37 45.95%
GAA
6215
Global Assets Advisory
Florida
$98.1M +$3.23M +3% 9.05% 65.6% 161 44.1%
AC
6216
AWH Capital
Texas
$98M +$17.6M +22% 12.6% 139% 28 14.29%
AC
6217
Aldebaran Capital
Indiana
$97.9M +$1.21M +1% 0.23% 72.5% 36 11.11%
SWA
6218
Sightline Wealth Advisors
Connecticut
$97.9M +$5.17M +6% 4.89% 44.4% 63 17.46%
LIM
6219
Lancaster Investment Management
United Kingdom
$97.9M +$26.8M +38% 24.4% 18% 4 0%
UAML
6220
US Asset Management LLC
Pennsylvania
$97.9M +$5.23M +6% 9.86% 245 4.9%
BWM
6221
BlackDiamond Wealth Management
New York
$97.7M +$9.46M +11% 5.13% 53.8% 130 28.46%
UONDDL
6222
University of Notre Dame du Lac
Indiana
$97.6M -$14.9M -13% 0.04% 1 0%
DWA
6223
Delap Wealth Advisory
Oregon
$97.5M +$1.89M +2% 5.78% 56% 74 32.43%
BIA
6224
Benchmark Investment Advisors
Illinois
$97.4M +$2.71M +3% 16.5% 97 12.37%
KOMWMG
6225
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$97.2M +$10.3M +12% 4.1% 60.2% 132 55.3%