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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
MI
6526
Markston International
New York
$99.1M -$7.74M -7% 7.87% 109% 147 6.8%
KCM
6527
Khrom Capital Management
Florida
$99M -$21.5M -18% 8.95% 35.6% 20 25%
EWM
6528
Endowment Wealth Management
Wisconsin
$98.9M 3.07% 66.3% 122
ALS
6529
Andrew L. Share
$98.9M +$3.18M +3% 4.05% 14.8% 8 50%
POIA
6530
Pin Oak Investment Advisors
Texas
$98.8M +$8.19M +9% 7.34% 62.7% 442 12.67%
GIM
6531
Guild Investment Management
California
$98.8M -$5.06M -5% 6.59% 101% 87 26.44%
AWM
6532
Avondale Wealth Management
Texas
$98.8M -$3.62M -4% 5.45% 78.6% 121 27.27%
OP
6533
Osmium Partners
California
$98.8M -$17.1M -15% 16.2% 28.4% 10 30%
SCMC
6534
Serent Capital Management Company
California
$98.7M 3.49% 1
PSIWM
6535
Paradigm Strategies in Wealth Management
Minnesota
$98.7M -$7.18M -7% 3.78% 37.9% 54 16.67%
CA
6536
Carson Advisory
Georgia
$98.7M 9.59% 68.6% 134
TWP
6537
Tower Wealth Partners
Pennsylvania
$98.7M +$3.83M +4% 5.53% 53.7% 53 15.09%
SC
6538
Schubert & Co
Texas
$98.4M 0.33% 47.3% 1,399
AIM
6539
Alerce Investment Management
Illinois
$98.3M -$47.8M -33% 31.2% 25.1% 7 0%
SLWA
6540
San Luis Wealth Advisors
California
$98.2M -$81.3M -45% 11.4% 58.8% 167 55.09%
HFW
6541
Horizon Family Wealth
Illinois
$98.1M 8.36% 68.6% 47
BSWA
6542
Bromfield Sneider Wealth Advisors
Massachusetts
$98M 7.47% 27
ST
6543
Sphinx Trading
Illinois
$98M +$2.74M +3% 3.21% 190 45.79%
DLDF
6544
Dan L. Duncan Foundation
Texas
$97.9M -$7.4M -7% 2.58% 11.8% 5 60%
OFG
6545
OmniStar Financial Group
North Carolina
$97.8M +$13.1M +16% 10.1% 67.1% 122 12.3%
MWM
6546
Magnolia Wealth Management
Alabama
$97.7M 4.51% 45.4% 13
RCM
6547
Raleigh Capital Management
North Carolina
$97.5M 4.83% 71.8% 329
CW
6548
Cook Wealth
North Carolina
$97.5M 3.08% 7.36% 39
GWA
6549
Gibson Wealth Advisors
Texas
$97.2M 6.65% 116
MIM
6550
Meixler Investment Management
Arizona
$97.1M 8% 66.2% 85