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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
AFS
6301
AFG Fiduciary Services
Massachusetts
$142M -$6.83M -5% 0.58% 61.9% 86 25.58%
BG
6302
BRX Global
New York
$141M -$11.2M -7% 0.3% 80.7% 5 20%
KCM
6303
KRS Capital Management
Michigan
$141M +$4.3M +3% 6.46% 233% 122 13.93%
CV
6304
Counterweight Ventures
North Carolina
$141M +$156K +0.1% 0.84% 70 1.43%
RLWM
6305
RF&L Wealth Management
Massachusetts
$141M +$99.1K +0.1% 0.4% 69.9% 58 1.72%
EAM
6306
Everstar Asset Management
North Carolina
$141M -$4.5M -3% 2.04% 209 20.1%
BM
6307
Bislett Management
California
$141M -$8.02M -5% 1.46% 6.92% 13 0%
MGWA
6308
Monument Group Wealth Advisors
Massachusetts
$141M -$25.1M -15% 1.64% 53 13.21%
BICM
6309
Breach Inlet Capital Management
South Carolina
$141M +$30.2M +27% 6.9% 11 9.09%
WBCM
6310
Wilson & Boucher Capital Management
California
$141M -$3.99M -3% 1.41% 53.4% 118 6.78%
CIA
6311
Cladis Investment Advisory
Montana
$141M -$3.29M -2% 2.7% 97% 142 12.68%
BFA
6312
Brown Financial Advisory
Alabama
$141M -$561K -0.4% 0.63% 50.3% 40 20%
AWP
6313
Avid Wealth Partners
Texas
$141M -$555K -0.4% 0.06% 49 20.41%
EFG
6314
Ehrlich Financial Group
California
$141M +$463K +0.3% 0.83% 123 26.02%
MPW
6315
MGO Private Wealth
California
$141M +$67K +0% 0.54% 44% 67 23.88%
MSA
6316
McAlister Sweet & Associates
Texas
$141M +$19.5M +16% 1.35% 75.8% 32 43.75%
EFG
6317
Erickson Financial Group
Pennsylvania
$140M +$914K +0.7% 0.87% 63.3% 26 0%
AI
6318
Arrien Investments
Idaho
$140M +$1.77M +1% 3.72% 36.9% 40 17.5%
TPW
6319
Turn8 Private Wealth
$140M 2.11% 45
LG
6320
LAM Group
Oregon
$140M -$1.05M -0.7% 3.43% 54.3% 134 2.24%
GIM
6321
Guardian Investment Management
California
$140M +$24M +21% 2.37% 89.7% 60 13.33%
NIP
6322
Norwood Investment Partners
California
$140M -$8.12M -5% 5.06% 22.2% 13 15.38%
RFO
6323
RiverGlades Family Offices
Florida
$140M +$392K +0.3% 0.71% 86 10.47%
TC
6324
Tacita Capital
Ontario, Canada
$140M -$13.2M -9% 1.25% 60.3% 213 9.39%
FCT
6325
First Community Trust
Iowa
$140M +$17.6M +14% 1.13% 111% 329 8.21%