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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
SWMG
6551
Sard Wealth Management Group
Georgia
$149M -$2.4M -2% 0.88% 47 4.26%
EWM
6552
Endowment Wealth Management
Wisconsin
$149M -$3.19M -2% 0.61% 66.3% 152 19.08%
LAMC
6553
Longview Asset Management (California)
California
$149M 1.77% 134
CAM
6554
Councilmark Asset Management
Tennessee
$149M -$63.2K -0% 1.7% 84 5.95%
CNFG
6555
Creegan & Nassoura Financial Group
New Hampshire
$149M -$9.99M -6% 0.5% 52.6% 77 3.9%
ACA
6556
Anchorage Capital Advisors
New York
$149M -$64.1M -30% 1.62% 6 16.67%
QHA
6557
Quarry Hill Advisors
Minnesota
$149M -$733K -0.5% 2.81% 62.5% 45 2.22%
SC
6558
Stephenson & Company
California
$149M +$806K +0.5% 2.19% 41 17.07%
DWG
6559
Darden Wealth Group
Michigan
$149M +$9.09M +7% 7.73% 112 12.5%
ANC
6560
Ames National Corp
Iowa
$149M 0.61% 68
IOOF
6561
Independent Order of Foresters
Ontario, Canada
$149M -$24.7M -14% 2.37% 66.3% 12 83.33%
SC
6562
Schubert & Co
Texas
$148M +$7.9M +6% 6.15% 47.3% 75 34.67%
LC
6563
Lakehouse Capital
Australia
$148M +$6.2M +4% 10.7% 47.2% 13 0%
CIM
6564
Caldwell Investment Management
Ontario, Canada
$148M +$5.7M +4% 6.71% 162% 37 21.62%
MF
6565
Manuka Financial
Virginia
$148M 0% 46
BFS
6566
Burr Financial Services
California
$148M +$6.99M +5% 22.2% 34 32.35%
MKW
6567
Mullaney, Keating & Wright
Connecticut
$148M +$4.07M +3% 1.77% 60 6.67%
AA
6568
Aufman Associates
Pennsylvania
$148M -$7.43M -5% 2.1% 136% 65 10.77%
DC
6569
Diametric Capital
Massachusetts
$148M -$54.2M -27% 17.3% 175% 494 64.37%
PBPIA
6570
Pivotal bioVenture Partners Investment Advisor
California
$148M -$20.4M -12% 2.01% 667% 12 16.67%
PVAMC
6571
PPS&V Asset Management Consultants
Michigan
$148M +$2.22M +2% 2.87% 71.1% 41 7.32%
PRP
6572
Peak Retirement Planning
Ohio
$148M 1.37% 96
VAM
6573
Vienna Asset Management
California
$148M +$12.5M +9% 9.58% 55 30.91%
AWMM
6574
Aegis Wealth Management (Maryland)
Maryland
$148M 2.53% 109
CPCP
6575
Cedar Point Capital Partners
Iowa
$148M +$2.14M +1% 1.26% 65 7.69%