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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
FNBSF
6251
First National Bank Sioux Falls
South Dakota
$95.8M +$2.25M +2% 2.9% 65.4% 122 10.66%
PAWC
6252
P.A.W. Capital
Connecticut
$95.7M -$13.3M -12% 10.8% 30.5% 63 9.52%
PSIWM
6253
Paradigm Strategies in Wealth Management
Minnesota
$95.7M -$3.04M -3% 2.84% 37.9% 51 11.76%
SWG
6254
Summit Wealth Group
Vermont
$95.5M +$7.73M +9% 4.4% 38.4% 35 34.29%
MFG
6255
MTM Financial Group
Pennsylvania
$95.4M 2.03% 30.2% 47
TCM
6256
Tegean Capital Management
New York
$95.3M -$4.13M -4% 5.7% 80 26.25%
BSWA
6257
Bromfield Sneider Wealth Advisors
Massachusetts
$95.3M -$2.76M -3% 7.03% 106 74.53%
SFG
6258
Synergy Financial Group
California
$95.2M -$16.2M -15% 15.7% 126% 106 9.43%
BAM
6259
Bosun Asset Management
Illinois
$95.2M -$14.9M -14% 4.96% 240% 80 13.75%
EWM
6260
Endowment Wealth Management
Wisconsin
$95.1M -$3.79M -4% 7.04% 57.4% 134 17.16%
MWM
6261
Magnolia Wealth Management
Alabama
$95.1M -$2.64M -3% 3.84% 45.4% 15 40%
KI
6262
Kapitalo Investimentos
Brazil
$95M +$8.25M +10% 3.53% 58.1% 47 55.32%
KCM
6263
Kids Capital Management
California
$94.9M -$22.3M -19% 13.9% 12 16.67%
CW
6264
Cook Wealth
North Carolina
$94.8M -$2.71M -3% 4.19% 7.36% 44 15.91%
DLDF
6265
Dan L. Duncan Foundation
Texas
$94.7M -$3.19M -3% 5.63% 11.8% 4 0%
AAM
6266
Artha Asset Management
New Jersey
$94.5M +$12.6M +15% 8.87% 37 67.57%
ACM
6267
ACT Capital Management
Pennsylvania
$94.5M -$43.8M -32% 12.6% 99 20.2%
5SA
6268
5th Street Advisors
Connecticut
$94.5M -$11M -10% 2.91% 39.2% 20 40%
IVP
6269
Intrinsic Value Partners
Arizona
$94.4M +$585K +0.6% 1.14% 126% 49 6.12%
MSA
6270
McAlister Sweet & Associates
Texas
$94.1M -$20.5M -18% 2.21% 75.8% 41 34.15%
RWA
6271
Redmont Wealth Advisors
Illinois
$93.9M +$472K +0.5% 3.11% 46.1% 131 25.95%
FFMBT
6272
First Farmers & Merchants Bank Trust
Tennessee
$93.9M -$6.74M -7% 1.97% 107 12.15%
CA
6273
Claris Advisors
Missouri
$93.8M -$706K -0.7% 3.37% 65.7% 52 11.54%
APS
6274
American Planning Services
Florida
$93.6M -$19.4M -17% 4% 23.8% 29 17.24%
POIA
6275
Pin Oak Investment Advisors
Texas
$93.6M -$5.25M -5% 8.89% 55.7% 451 12.2%