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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
FA
6601
Financial Alternatives
California
$140M -$1.53M -1% 0.4% 50.2% 81 0%
EC
6602
EdgeRock Capital
Colorado
$140M -$12.3M -8% 3.63% 71.3% 73 15.07%
COA
6603
Charter Oak Advisors
New York
$140M -$34.3M -20% 6.54% 19 42.11%
MCA
6604
Martin Capital Advisors
Texas
$140M -$15M -10% 6.5% 117% 70 5.71%
KFS
6605
Keynote Financial Services
Connecticut
$140M +$9.67M +7% 4.51% 162 8.64%
ACM
6606
Aryeh Capital Management
Ontario, Canada
$140M -$26.8M -16% 4.97% 87.7% 13 23.08%
SMF
6607
Sterling Manor Financial
New York
$140M -$3.37M -2% 0.18% 42.4% 30 13.33%
SI
6608
Sapience Investments
California
$140M -$31.3M -18% 8.54% 54.9% 91 8.79%
WPA
6609
Wealth Preservation Advisors
Tennessee
$140M 6.12% 562
KRW
6610
Kaufman Rossin Wealth
Florida
$140M +$42.7M +44% 2.33% 153 77.78%
RLWM
6611
RF&L Wealth Management
Massachusetts
$140M -$1.57M -1% 1.99% 69.9% 60 8.33%
CV
6612
Counterweight Ventures
North Carolina
$140M -$1.93M -1% 2.24% 71 4.23%
TP
6613
Teca Partners
Texas
$139M -$17.5M -11% 4.28% 66% 14 50%
AI
6614
Arrien Investments
Idaho
$139M -$840K -0.6% 2.5% 42.7% 36 8.33%
ULWM
6615
Upper Left Wealth Management
Florida
$139M +$22.5M +19% 4.35% 43.1% 65 16.92%
MWM
6616
Magnolia Wealth Management
Alabama
$139M -$4.43M -3% 1.94% 45.4% 13 7.69%
VF
6617
Vestment Financial
Minnesota
$139M +$8.51M +7% 0.02% 40 10%
DAM
6618
Decagon Asset Management
United Kingdom
$139M -$79.9M -36% 7.31% 62 56.45%
PCMM
6619
Piedmont Capital Management (Montana)
Montana
$139M -$26.6M -16% 6.87% 94% 57 28.07%
MIM
6620
Merrion Investment Management
New Jersey
$139M -$4.46M -3% 6.87% 166% 103 6.8%
FHC
6621
Fort Henry Capital
West Virginia
$139M -$515K -0.4% 1.08% 37% 14 0%
FAG
6622
Fortitude Advisory Group
Washington
$139M -$26.7M -16% 4.95% 131% 225 20.44%
VCMGDR
6623
Vinland Capital Management Gestora de Recursos
Brazil
$139M +$18.2M +15% 20.7% 23 86.96%
BCG
6624
BayBridge Capital Group
California
$139M +$1.27M +0.9% 0.13% 117 47.01%
RHAM
6625
Round Hill Asset Management
California
$139M -$2.74M -2% 0.77% 43.2% 66 13.64%