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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
KWM
6326
Kingsman Wealth Management
Florida
$214M +$35.4M +20% 31.1% 83 24.1%
FA
6327
Fortis Advisors
Pennsylvania
$214M +$14M +7% 17.6% 72.8% 131 16.03%
KFS
6328
Keynote Financial Services
Connecticut
$214M +$25.5M +14% 26.4% 193 13.99%
ACM
6329
Ayrshire Capital Management
Connecticut
$214M +$20.2M +10% 17.7% 78.4% 57 24.56%
ACM
6330
Ararat Capital Management
Connecticut
$213M +$35.9M +20% 28.3% 99.2% 19 31.58%
SC
6331
Stephenson & Company
California
$213M +$29M +16% 9.29% 50 14%
AW
6332
Alchemi Wealth
Connecticut
$213M +$33.2M +18% 24.6% 176 16.48%
GW
6333
Griffith & Werner
Georgia
$213M +$11.6M +6% 11.4% 80 21.25%
HB
6334
Horizon Bancorp
Indiana
$213M +$5.49M +3% 7.73% 33.4% 209 7.18%
EWM
6335
Evergreen Wealth Management
Michigan
$213M +$19.5M +10% 10.3% 62.1% 58 12.07%
LWP
6336
LFG Wealth Partners
Kentucky
$213M +$47.5M +29% 26.5% 116 38.79%
B
6337
Birchbrook
Maine
$213M +$9.11M +4% 10.1% 326 17.18%
BGI
6338
B Group Inc
Texas
$213M +$78.1M +58% 22.2% 22 22.73%
WPA
6339
WIT Partners Advisory
Singapore
$213M -$129M -38% 14.1% 19 31.58%
CCWP
6340
Cedar Cove Wealth Partners
Minnesota
$213M +$22.3M +12% 15.9% 103 26.21%
4FG
6341
4Thought Financial Group
New York
$213M +$10.6M +5% 8.54% 37.6% 99 0%
KCM
6342
KM Capital Management
Texas
$213M +$64.1M +43% 13.1% 60.8% 94 68.09%
AWMM
6343
Aegis Wealth Management (Maryland)
Maryland
$213M +$37.8M +22% 11.1% 163 29.45%
GL
6344
Gerber LLC
Ohio
$213M +$33.5M +19% 20% 102 18.63%
LFIA
6345
Legacy Financial Independent Advisors
Kentucky
$213M +$20.3M +11% 14.2% 135 24.44%
FCB
6346
First County Bank
Connecticut
$213M +$25.2M +13% 17.5% 89.1% 173 9.25%
IAIM
6347
Industrial Alliance Investment Management
Quebec, Canada
$212M +$45.2M +27% 23.5% 81.5% 8 0%
EPIM
6348
Equinox Partners Investment Management
Connecticut
$212M -$33M -13% 18.7% 241% 12 8.33%
CASB
6349
Cape Ann Savings Bank
Massachusetts
$212M +$13.4M +7% 14.2% 72.7% 122 8.2%
A
6350
AFBI
Florida
$212M +$81.1M +62% 14.9% 1 0%