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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 Avg Time
Held (Qtrs)
ANC
6851
Ames National Corp
Iowa
$182M +$15.1M +9% 10.2% – 70 5.71% 5.4
COA
6852
Charter Oak Advisors
New York
$182M +$16.8M +10% 12.3% – 15 20% 4.2
DJFS
6853
Dean Jacobson Financial Services
Texas
$182M +$19M +12% 11.9% 55.7% 22 4.55% 5.6
BF
6854
Baring Financial
Washington
$182M +$18.2M +11% 13.2% – 87 18.39% 4.5
FWP
6855
Fiduciary Wealth Partners
Massachusetts
$182M +$28.9M +19% 13.3% – 70 15.71% 6.5
HCWM
6856
Hidden Cove Wealth Management
Washington
$182M +$25.9M +17% 15.5% – 143 30.77% 3
SGM
6857
Scalar Gauge Management
Texas
$182M +$77.9M +75% 66.7% – 40 67.5% 1.2
SBLIC
6858
Security Benefit Life Insurance Company
Kansas
$182M -$8.81M -5% 2.74% 60.6% 20 10% 13.2
FHC
6859
Fort Henry Capital
West Virginia
$182M +$16.2M +10% 9.57% 37% 17 0% 17.5
RWS
6860
Retirement Wealth Solutions
Wisconsin
$181M +$22.9M +14% 13% – 852 8.69% 3.8
DWMS
6861
Dominguez Wealth Management Solutions
Virginia
$181M +$16.5M +10% 11.3% 59.7% 76 13.16% 10.7
AH
6862
Addis & Hill
Pennsylvania
$181M +$17M +10% 13% – 29 6.9% 8.4
RWFS
6863
Rayburn West Financial Services
Tennessee
$181M +$11.6M +7% 8.19% – 85 8.24% 1.9
NVCHI
6864
New Vernon Capital Holdings II
New Jersey
$181M +$45.8M +34% 25.6% 114% 89 31.46% 5.5
CC
6865
Clearwave Capital
California
$181M +$35.1M +24% 26% – 169 15.38% 1.6
CAP
6866
Columbia Advisory Partners
Washington
$181M +$24.7M +16% 15.2% 63.7% 113 20.35% 6
RC
6867
Renaissance Capital
Connecticut
$181M +$43.3M +31% 70.4% 410% 57 26.32% 3.7
ASG
6868
Ariston Services Group
California
$181M +$14.1M +8% 9.49% – 70 100% 0
IP
6869
Integras Partners
Georgia
$181M +$29M +19% 12.5% – 101 32.67% 3.3
AWA
6870
Argo Wealth Advisory
Virginia
$181M +$10.8M +6% 5.62% – 50 4% 1.9
NWM
6871
Nova Wealth Management
Florida
$181M +$27.6M +18% 19% – 621 20.45% 4.2
DF
6872
Daviman Financial
Indiana
$181M +$12M +7% 13.6% – 94 12.77% 1.7
GSP
6873
Grafton Street Partners
Florida
$181M +$13.8M +8% 16.8% – 11 9.09% 7.4
NWM
6874
Nolet Wealth Management
Texas
$181M +$5.39M +3% 16.5% – 119 28.57% 1.5
MIM
6875
Meixler Investment Management
Arizona
$181M -$4.93M -3% 2.06% 66.2% 101 18.81% 8.8