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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
TPBG
6201
Turning Point Benefit Group
Maryland
$191M +$25.7M +16% 2.5% 915 24.59%
LIM
6202
Loudon Investment Management
New Hampshire
$191M +$456K +0.2% 1.48% 50.1% 99 11.11%
CQWA
6203
Chokshi & Queen Wealth Advisors
California
$191M +$2.5M +1% 1.28% 66 37.88%
PMIA
6204
Patrick Mauro Investment Advisor
Illinois
$191M +$832K +0.4% 0.18% 28.4% 42 7.14%
CFAM
6205
Center For Asset Management
Florida
$191M +$3.81M +2% 1.53% 60.7% 160 24.38%
SWIM
6206
Smallwood Wealth Investment Management
New Jersey
$191M -$5.3M -3% 2.43% 67.4% 552 9.78%
CCA
6207
Coign Capital Advisors
Utah
$191M +$9.39M +5% 2.11% 82 1.22%
FCB
6208
First County Bank
Connecticut
$191M -$4.98M -3% 2.48% 89.1% 179 7.26%
KFGG
6209
Keystone Financial Group (Georgia)
Georgia
$191M +$13.5M +8% 1.08% 142 11.97%
C
6210
Covestor
United Kingdom
$191M +$9.46M +5% 5.51% 95.7% 2,852 4.94%
WB
6211
West Bancorporation
Iowa
$191M +$11M +6% 2.5% 64.4% 112 14.29%
CFIM
6212
Client First Investment Management
Wisconsin
$191M -$5.38M -3% 6.87% 50 62%
PKC
6213
Palmer Knight Company
Florida
$191M -$20.6M -10% 0.35% 58% 35 14.29%
IRM
6214
Income Research & Management
Massachusetts
$190M -$14.1M -7% 0.02% 0.7% 35 8.57%
FF
6215
Foundry Financial
California
$190M 2.35% 67
AIC
6216
Aurora Investment Counsel
Georgia
$190M -$702K -0.4% 0.22% 23.4% 122 26.23%
OC
6217
OxenFree Capital
Florida
$190M +$8.47M +5% 1.2% 49 6.12%
DAM
6218
Draper Asset Management
New York
$190M +$23.4M +14% 7.32% 173% 35 48.57%
BAH
6219
Beacon Advisors Holdings
Texas
$190M 1.68% 36
PIM
6220
Pullen Investment Management
Florida
$190M +$5.17M +3% 3.51% 106 15.09%
WWM
6221
Walser Wealth Management
Florida
$190M 14.1% 145
IAMH
6222
IvyRock Asset Management (HK)
Hong Kong
$190M -$43.1M -19% 11.9% 103% 27 40.74%
FBC
6223
Fairfield, Bush & Co
Connecticut
$190M -$5.24M -3% 3.34% 101% 124 10.48%
AFC
6224
Alpine Fox Capital
Nevada
$189M -$49.4M -21% 0.43% 23 47.83%
MKW
6225
Mullaney, Keating & Wright
Connecticut
$189M +$9.28M +5% 2.97% 73 6.85%