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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
KIM
6551
Kestrel Investment Management
California
$167M -$8.94M -5% 2.85% 82.9% 44 20.45%
MW
6552
Members Wealth
Pennsylvania
$167M +$7.71M +5% 2.97% 116 11.21%
FF
6553
Farrell Financial
New York
$167M -$2.19M -1% 1.78% 79 10.13%
PWP
6554
Pursue Wealth Partners
California
$167M -$38.4M -19% 5.65% 94.9% 117 24.79%
TC
6555
Triavera Capital
California
$167M -$41.9M -20% 8.98% 18 11.11%
GSP
6556
Grafton Street Partners
Florida
$167M -$36.9M -18% 19.3% 13 23.08%
ALWM
6557
Andrews Lucia Wealth Management
California
$167M -$938K -0.6% 0.85% 59.7% 35 5.71%
MG
6558
Montaka Global
$167M -$44M -21% 16.9% 22 18.18%
LAM
6559
Lummis Asset Management
Texas
$167M +$4.69M +3% 5.44% 201 11.44%
IAIM
6560
Industrial Alliance Investment Management
Quebec, Canada
$167M -$8.93M -5% 4.92% 61.5% 8 0%
RFA
6561
ROI Financial Advisors
Oregon
$167M -$6.89M -4% 1.31% 69 10.14%
DSCM
6562
Del-Sette Capital Management
New York
$167M +$5.07M +3% 7.09% 95.6% 59 33.9%
JAM
6563
Jacobs Asset Management
New York
$167M -$12.5M -7% 1.59% 79.5% 34 23.53%
ECM
6564
Empirical Capital Management
Tennessee
$167M +$14.8M +10% 5.52% 15 26.67%
HWA
6565
Hilltop Wealth Advisors
North Carolina
$167M -$32.2M -16% 3.97% 43.9% 58 15.52%
MSF
6566
Mustard Seed Financial
Arkansas
$167M +$7.8M +5% 0.54% 94 10.64%
SV
6567
Stilwell Value
New York
$167M -$14.5M -8% 5.71% 93.8% 26 11.54%
SIM
6568
Sterling Investment Management
Arizona
$167M -$9.6M -5% 1.46% 44.1% 75 21.33%
CJ
6569
Caitlin John
Michigan
$167M +$14M +9% 0.35% 1,016 16.83%
MEG
6570
Millstone Evans Group
Colorado
$167M -$3.33M -2% 1.63% 884 6.22%
ANC
6571
Ames National Corp
Iowa
$167M -$4.16M -2% 0.93% 70 10%
WWWM
6572
White Wing Wealth Management
Texas
$167M -$899K -0.5% 1.61% 37 5.41%
BSC
6573
Brown Shipley & Co
United Kingdom
$167M -$20.4M -11% 8.06% 101% 82 19.51%
BWM
6574
BCO Wealth Management
New Mexico
$166M +$3.41M +2% 0% 42 2.38%
PTCG
6575
Pring Turner Capital Group
California
$166M +$4.56M +3% 3.72% 68.8% 75 13.33%