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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
LAM
6726
Lummis Asset Management
Texas
$152M -$596K -0.4% 9.64% 166 9.64%
FS
6727
Financially Speaking
Colorado
$152M +$265K +0.2% 13% 183 18.58%
EWA
6728
EQ Wealth Advisors
Texas
$152M +$5.46M +4% 4.59% 251 80.48%
RWS
6729
Retirement Wealth Solutions
Wisconsin
$152M +$15.2M +11% 6.41% 865 53.99%
FW
6730
Fidato Wealth
Ohio
$152M +$12.2M +9% 5.92% 15 26.67%
WBCM
6731
Wilson & Boucher Capital Management
California
$152M +$8.76M +6% 7.77% 53.4% 115 4.35%
TIAM2
6732
Tru Independence Asset Management 2
Oregon
$152M +$5.98M +4% 8.7% 96 16.67%
TLM
6733
Twin Lions Management
Connecticut
$152M -$1.55M -1% 1.83% 9 22.22%
TA
6734
TPG Advisors
Illinois
$152M +$13.8M +10% 6.38% 106 11.32%
WA
6735
Whipplewood Advisors
Colorado
$152M -$30M -16% 6.46% 1,209 76.34%
ALM
6736
Argosy-Lionbridge Management
New York
$152M +$7.38M +5% 4.43% 15 26.67%
BAS
6737
Breakthru Advisory Services
Wisconsin
$152M +$87.3M +135% 7.66% 63 87.3%
RHAM
6738
Round Hill Asset Management
California
$152M +$3.81M +3% 3.09% 40.7% 64 6.25%
II
6739
Impact Investors
California
$152M +$10.3M +7% 6.5% 109 22.02%
PWM
6740
Palacios Wealth Management
Florida
$152M +$30.1M +25% 13.6% 77 11.69%
SOWAS
6741
Silver Oak Wealth Advisors Services
California
$152M +$13M +9% 4.55% 39 7.69%
IPAM
6742
Investment Partners Asset Management
New Jersey
$152M +$8.02M +6% 7.29% 164 8.54%
SCM
6743
Saxony Capital Management
Missouri
$152M +$21.2M +16% 7.76% 161 23.6%
SC
6744
Scratch Capital
Idaho
$152M +$28.7M +23% 5.22% 63 41.27%
BWM
6745
BCO Wealth Management
New Mexico
$152M +$11.3M +8% 4.95% 38 5.26%
CNBOF
6746
City National Bank of Florida
Florida
$151M +$14.1M +10% 8.27% 142 18.31%
LF
6747
Lighthouse Financial
Florida
$151M +$20.9M +16% 10.5% 78 16.67%
MSA
6748
McAlister Sweet & Associates
Texas
$151M +$38.7M +34% 8.71% 75.8% 29 17.24%
RPA
6749
Redwood Park Advisors
California
$151M +$3.98M +3% 4.03% 343 11.95%
HCWM
6750
Hidden Cove Wealth Management
Washington
$151M +$13.3M +10% 7.8% 93 24.73%