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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 Avg Holding
Period (Yrs)
BAM
6426
Bosun Asset Management
Illinois
$95.2M -$14.9M -14% 4.96% 278% 80 13.75% 0.2
EWM
6427
Endowment Wealth Management
Wisconsin
$95.1M -$3.79M -4% 7.04% 66.3% 134 17.16% 0.2
MWM
6428
Magnolia Wealth Management
Alabama
$95.1M -$2.64M -3% 3.84% 45.4% 15 40% 0.2
KI
6429
Kapitalo Investimentos
Brazil
$95M +$8.25M +10% 3.53% 64% 47 55.32% 0.5
PM
6430
Precept Management
Texas
$94.9M -$159M -63% 7.83% 110% 82 76.83% 0.5
KCM
6431
Kids Capital Management
California
$94.9M -$22.3M -19% 13.9% – 12 16.67% 0.2
CW
6432
Cook Wealth
North Carolina
$94.8M -$2.71M -3% 4.19% 7.36% 44 15.91% 0.2
DLDF
6433
Dan L. Duncan Foundation
Texas
$94.7M -$3.19M -3% 5.63% 11.8% 4 0% 0.9
AAM
6434
Artha Asset Management
New Jersey
$94.5M +$12.6M +15% 8.86% – 37 67.57% 0.1
ACM
6435
ACT Capital Management
Pennsylvania
$94.5M -$43.8M -32% 12.6% – 99 20.2% 0.6
5SA
6436
5th Street Advisors
Connecticut
$94.5M -$11M -10% 2.91% 47.5% 20 40% 0.2
IVP
6437
Intrinsic Value Partners
Arizona
$94.4M +$585K +0.6% 1.14% 126% 49 6.12% 0.2
MSA
6438
McAlister Sweet & Associates
Texas
$94.1M -$20.5M -18% 2.21% 83.6% 41 34.15% 0.2
RWA
6439
Redmont Wealth Advisors
Illinois
$93.9M +$472K +0.5% 3.11% 46.1% 131 25.95% 0.2
FFMBT
6440
First Farmers & Merchants Bank Trust
Tennessee
$93.9M -$6.74M -7% 1.97% – 107 12.15% 0.2
CA
6441
Claris Advisors
Missouri
$93.8M -$706K -0.7% 3.37% 65.7% 52 11.54% 0.2
APS
6442
American Planning Services
Florida
$93.6M -$19.4M -17% 4% 23.8% 29 17.24% 0.2
POIA
6443
Pin Oak Investment Advisors
Texas
$93.6M -$5.25M -5% 8.89% 62.7% 451 12.2% 2.6
EC
6444
Enhancing Capital
Pennsylvania
$93.6M +$1.48M +2% 0.31% – 77 5.19% 0.2
SCP
6445
Sender Company & Partners
New York
$93.5M -$102M -52% 12.7% 69.8% 125 84% 0.1
UFF
6446
USA Financial Formulas
Michigan
$93.5M -$23.1M -20% 12.8% 98.9% 526 46.58% 1.1
CF
6447
Convergence Financial
Missouri
$93.2M -$2.98M -3% 4.95% 62.3% 26 26.92% 0.2
CMANY
6448
Capital Management Associates (New York)
New York
$93.2M -$9M -9% 0.61% 205% 96 45.83% 1.9
LCM
6449
Lynwood Capital Management
Ontario, Canada
$93.2M -$11.3M -11% 5.14% – 211 81.04% 0.1
CC
6450
Commons Capital
Massachusetts
$92.7M -$8.38M -8% 5.53% 137% 216 17.13% 0.2