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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
6801
Lakewood Asset Management
Illinois
$182M +$25.8M +17% 10% 65.3% 111 7.21%
TA
6802
TPG Advisors
Illinois
$182M +$21.8M +14% 10.1% 117 8.55%
PSC
6803
Prentiss Smith & Co
Vermont
$182M +$9.98M +6% 13% 63.9% 69 8.7%
MPW
6804
Magnolia Private Wealth
Pennsylvania
$182M +$32.1M +21% 10.2% 166 27.11%
SRB
6805
Shotwell Rutter Baer
Michigan
$182M +$11.9M +7% 8.2% 38 0%
BFP
6806
Brewster Financial Planning
New York
$182M +$16.8M +10% 9.26% 40.8% 30 13.33%
FNBOH
6807
First National Bank of Hutchinson
Kansas
$182M +$25.5M +16% 23.4% 121% 98 22.45%
CAM
6808
Crown Advisors Management
California
$182M +$31.5M +21% 38.7% 284% 45 15.56%
PW
6809
PUREfi Wealth
Massachusetts
$182M +$29.4M +19% 16.1% 222 21.62%
EWA
6810
EQ Wealth Advisors
Texas
$182M +$11M +6% 5.54% 57 5.26%
FCP
6811
Fosse Capital Partners
United Kingdom
$182M +$46.6M +34% 11.8% 80% 3 33.33%
TFG
6812
Taylor Financial Group
Virginia
$182M +$16.9M +10% 13.8% 105 7.62%
ECA
6813
Elevate Capital Advisors
Colorado
$182M +$27.3M +18% 8.14% 93 39.78%
LIM
6814
Lagoda Investment Management
New York
$182M +$19.7M +12% 27.2% 250% 25 0%
WMWM
6815
Wilkins Miller Wealth Management
Alabama
$182M +$16.5M +10% 9.49% 96 8.33%
PWA
6816
Perspective Wealth Advisors
Colorado
$182M +$27.6M +18% 13% 76 35.53%
ANC
6817
Ames National Corp
Iowa
$182M +$15.1M +9% 10.2% 70 5.71%
COA
6818
Charter Oak Advisors
New York
$182M +$16.8M +10% 12.3% 15 20%
DJFS
6819
Dean Jacobson Financial Services
Texas
$182M +$19M +12% 11.9% 55.7% 22 4.55%
BF
6820
Baring Financial
Washington
$182M +$18.2M +11% 13.2% 87 18.39%
FWP
6821
Fiduciary Wealth Partners
Massachusetts
$182M +$28.9M +19% 13.3% 70 15.71%
HCWM
6822
Hidden Cove Wealth Management
Washington
$182M +$25.9M +17% 15.5% 143 30.77%
SGM
6823
Scalar Gauge Management
Texas
$182M +$77.9M +75% 66.7% 40 67.5%
SBLIC
6824
Security Benefit Life Insurance Company
Kansas
$182M -$8.81M -5% 2.74% 60.6% 20 10%
FHC
6825
Fort Henry Capital
West Virginia
$182M +$16.2M +10% 9.57% 37% 17 0%