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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
ALWM
6576
Andrews Lucia Wealth Management
California
$167M -$938K -0.6% 0.85% 59.7% 35 5.71%
MG
6577
Montaka Global
$167M -$44M -21% 16.9% 22 18.18%
LAM
6578
Lummis Asset Management
Texas
$167M +$4.69M +3% 5.44% 201 11.44%
IAIM
6579
Industrial Alliance Investment Management
Quebec, Canada
$167M -$8.93M -5% 4.92% 81.5% 8 0%
RFA
6580
ROI Financial Advisors
Oregon
$167M -$6.89M -4% 1.31% 69 10.14%
DSCM
6581
Del-Sette Capital Management
New York
$167M +$5.07M +3% 7.09% 108% 59 33.9%
JAM
6582
Jacobs Asset Management
New York
$167M -$12.5M -7% 1.59% 79.5% 34 23.53%
ECM
6583
Empirical Capital Management
Tennessee
$167M +$14.8M +10% 5.52% 15 26.67%
HWA
6584
Hilltop Wealth Advisors
North Carolina
$167M -$32.2M -16% 3.97% 43.9% 58 15.52%
MSF
6585
Mustard Seed Financial
Arkansas
$167M +$7.8M +5% 0.54% 94 10.64%
SV
6586
Stilwell Value
New York
$167M -$14.5M -8% 5.71% 87.9% 26 11.54%
SIM
6587
Sterling Investment Management
Arizona
$167M -$9.6M -5% 1.46% 44.1% 75 21.33%
CJ
6588
Caitlin John
Michigan
$167M +$14M +9% 0.35% 1,016 16.83%
MEG
6589
Millstone Evans Group
Colorado
$167M -$3.33M -2% 1.63% 884 6.22%
ANC
6590
Ames National Corp
Iowa
$167M -$4.16M -2% 0.93% 70 10%
WWWM
6591
White Wing Wealth Management
Texas
$167M -$899K -0.5% 1.61% 37 5.41%
BSC
6592
Brown Shipley & Co
United Kingdom
$167M -$20.4M -11% 8.06% 101% 82 19.51%
BWM
6593
BCO Wealth Management
New Mexico
$166M +$3.41M +2% 0% 42 2.38%
PTCG
6594
Pring Turner Capital Group
California
$166M +$4.56M +3% 3.72% 70.8% 75 13.33%
BLWM
6595
Bucket List Wealth Management
Florida
$166M -$1.32M -0.8% 1.12% 74 37.84%
GPW
6596
Gentry Private Wealth
Kansas
$166M +$7.32M +5% 2.54% 98 9.18%
MCS
6597
Mithaq Capital SPC
Saudi Arabia
$166M -$30.4M -15% 6.23% 51.1% 4 0%
LF
6598
Lighthouse Financial
Florida
$166M +$12.8M +8% 2.69% 80 15%
LWP
6599
LFG Wealth Partners
Kentucky
$166M +$8.93M +6% 1.41% 96 22.92%
CFG
6600
Copley Financial Group
California
$166M +$4.12M +3% 3.58% 116 4.31%