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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
BAM
6601
Bosun Asset Management
Illinois
$195M +$9.2M +5% 14.5% 278% 77 5.19%
MWM
6602
Momentous Wealth Management
Washington
$195M +$20.1M +12% 9.6% 50 22%
WM
6603
WestCap Management
California
$195M +$187K +0.1% 102% 2 0%
SL
6604
SFM LLC
New Hampshire
$195M +$29.6M +18% 10.9% 73 19.18%
DWA
6605
Delos Wealth Advisors
Texas
$195M +$20.3M +12% 9.77% 58% 355 39.44%
TCOK
6606
Trust Company of Kansas
Kansas
$195M +$13.8M +8% 13.7% 87% 63 17.46%
FI
6607
Finivi Inc
Massachusetts
$195M +$11.8M +6% 15.6% 119 20.17%
SRA
6608
Secured Retirement Advisors
Minnesota
$195M +$18.2M +10% 15.4% 157 31.85%
CC
6609
Constitution Capital
Connecticut
$195M -$5.29M -3% 10.7% 70.2% 66 13.64%
CFG
6610
Cosner Financial Group
Colorado
$195M +$12.7M +7% 12.2% 49.7% 37 8.11%
CWI
6611
Conscious Wealth Investments
Florida
$195M +$15M +8% 31.3% 68 16.18%
PBO
6612
Peoples Bank (Ohio)
Ohio
$195M +$31.6M +19% 16.4% 71.7% 109 15.6%
BFG
6613
Birch Financial Group
New Hampshire
$195M +$23.3M +14% 13.2% 153 22.88%
ONST
6614
Old North State Trust
North Carolina
$194M +$26.1M +16% 23.1% 159 10.69%
SAM
6615
SVRN Asset Management
Texas
$194M +$91.2M +88% 9.6% 53 33.96%
EFG
6616
Ehrlich Financial Group
California
$194M +$20.4M +12% 10.9% 128 19.53%
AIC
6617
Aurora Investment Counsel
Georgia
$194M +$14.1M +8% 10.4% 31.7% 127 27.56%
PDN
6618
Pensionfund DSM Netherlands
Netherlands
$194M +$21.4M +12% 12.6% 36.6% 76 0%
DWM
6619
Defined Wealth Management
Oregon
$194M +$23.6M +14% 16.4% 70.3% 120 13.33%
GPW
6620
Gentry Private Wealth
Kansas
$194M +$28.3M +17% 16.3% 109 17.43%
IPWA
6621
International Private Wealth Advisors
California
$194M +$30.8M +19% 8.61% 178 24.72%
KCM
6622
Key Capital Management
Tennessee
$194M +$42.8M +28% 8.31% 834 30.46%
II
6623
Ibex Investors
Colorado
$194M +$42.1M +28% 21% 16.6% 17 29.41%
PFO
6624
Pioneer Family Office
Florida
$194M +$38.4M +25% 23.3% 140 32.86%
TGP
6625
TMT General Partner
Hong Kong
$194M -$56M -22% 21.8% 3 0%