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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
6701
Financial Alternatives
California
$172M +$6.88M +4% 2.08% 50.2% 89 5.62%
AWA
6702
AmeriServ Wealth Advisors
Pennsylvania
$172M -$25.9M -13% 2.44% 61 8.2%
ACM
6703
Arrow Capital Management
New York
$172M 3.65% 16
TCTWM
6704
Three Cord True Wealth Management
Pennsylvania
$172M +$24.2M +16% 2.34% 39 17.95%
WPEP
6705
Walnut Private Equity Partners
Nebraska
$172M -$4.65M -3% 3.48% 60.6% 13 0%
LPAM
6706
Legion Partners Asset Management
California
$172M -$13M -7% 11.5% 206% 7 0%
IOOF
6707
Independent Order of Foresters
Ontario, Canada
$172M +$3.56M +2% 2.12% 66.3% 2 0%
FIS
6708
Fischer Investment Strategies
California
$172M +$4.92M +3% 2.79% 81% 52 38.46%
FOFP
6709
Fee-Only Financial Planning
South Carolina
$172M +$131K +0.1% 1.47% 65.9% 44 9.09%
KCPT
6710
Kingstone Capital Partners Texas
Texas
$171M -$910K -0.5% 0.85% 63 15.87%
RPSM
6711
Royalty Pharma Sub-Manager
New York
$171M 18.4% 4
EWM
6712
Echo Wealth Management
Minnesota
$171M -$77K -0% 1.53% 41% 49 14.29%
AL
6713
ARWA LLC
Texas
$171M 1.88% 124
SIA
6714
Serenity Investment Advisors
Illinois
$171M 1.97% 63
BC
6715
Beaconlight Capital
New York
$171M -$31.5M -16% 13.6% 282% 32 40.63%
IH
6716
IES Holdings
Texas
$171M 14.6% 13
HHCP
6717
Hilton Head Capital Partners
South Carolina
$171M 3.08% 935
VWMG
6718
Virginia Wealth Management Group
Virginia
$171M -$2.49M -1% 0.45% 42.1% 57 5.26%
HCCM
6719
Hudson Canyon Capital Management
New York
$171M -$3.03M -2% 3.01% 160% 51 0%
FFP
6720
Forbes Financial Planning
Rhode Island
$171M +$19.8M +13% 1.99% 46.7% 39 25.64%
GK
6721
Graney & King
New York
$171M +$26.6M +18% 1.58% 369 8.94%
ANC
6722
Ames National Corp
Iowa
$171M +$2.36M +1% 1.34% 71 9.86%
BC
6723
Birchview Capital
Vermont
$171M +$38.4M +29% 29.9% 327% 80 28.75%
OCA
6724
Optimus Capital Advisors
Texas
$171M 1.43% 29
PI
6725
PJT Investments
$171M -$6.78M -4% 7% 6 0%