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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
BCP
6801
Bluegrass Capital Partners
Florida
$153M +$8.53M +6% 1.7% 60.1% 11 9.09%
VFS
6802
Valpey Financial Services
New Hampshire
$153M +$8.18M +6% 5.13% 72 6.94%
MWM
6803
Mittelman Wealth Management
Massachusetts
$153M +$34.3M +29% 6.64% 42 11.9%
AIFAIM
6804
American Institute for Advanced Investment Management
Arizona
$153M +$11.3M +8% 8.21% 72.8% 151 5.96%
FAM
6805
Fairtree Asset Management
South Africa
$153M +$20M +15% 8.18% 100 13%
JIM
6806
JCP Investment Management
Texas
$153M -$20.7M -12% 14.9% 94.7% 28 64.29%
DIS
6807
Diversified Investment Strategies
Louisiana
$153M +$4.68M +3% 5.07% 86% 52 5.77%
CPCP
6808
Cedar Point Capital Partners
Iowa
$153M +$10.7M +8% 6.6% 69 8.7%
CIM
6809
Caldwell Investment Management
Ontario, Canada
$152M +$36.9M +32% 13.4% 162% 32 56.25%
LAM
6810
Lummis Asset Management
Texas
$152M -$596K -0.4% 9.64% 166 9.64%
FS
6811
Financially Speaking
Colorado
$152M +$265K +0.2% 13% 183 18.58%
EWA
6812
EQ Wealth Advisors
Texas
$152M +$5.46M +4% 4.59% 251 80.48%
RWS
6813
Retirement Wealth Solutions
Wisconsin
$152M +$15.2M +11% 6.41% 865 53.99%
FW
6814
Fidato Wealth
Ohio
$152M +$12.2M +9% 5.92% 15 26.67%
WBCM
6815
Wilson & Boucher Capital Management
California
$152M +$8.76M +6% 7.77% 69.8% 115 4.35%
TIAM2
6816
Tru Independence Asset Management 2
Oregon
$152M +$5.98M +4% 8.7% 96 16.67%
TLM
6817
Twin Lions Management
Connecticut
$152M -$1.55M -1% 1.83% 9 22.22%
TA
6818
TPG Advisors
Illinois
$152M +$13.8M +10% 6.38% 106 11.32%
WA
6819
Whipplewood Advisors
Colorado
$152M -$30M -16% 6.46% 1,209 76.34%
ALM
6820
Argosy-Lionbridge Management
New York
$152M +$7.38M +5% 4.43% 15 26.67%
BAS
6821
Breakthru Advisory Services
Wisconsin
$152M +$87.3M +135% 7.66% 63 87.3%
RHAM
6822
Round Hill Asset Management
California
$152M +$3.81M +3% 3.09% 43.2% 64 6.25%
II
6823
Impact Investors
California
$152M +$10.3M +7% 6.5% 109 22.02%
PWM
6824
Palacios Wealth Management
Florida
$152M +$30.1M +25% 13.6% 77 11.69%
SOWAS
6825
Silver Oak Wealth Advisors Services
California
$152M +$13M +9% 4.55% 39 7.69%