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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
JWM
7026
JDH Wealth Management
California
$141M +$10.3M +8% 7.9% 51 3.92%
CAM
7027
Campion Asset Management
Virginia
$141M +$7.6M +6% 7.41% 70.2% 84 5.95%
FFS
7028
Flavin Financial Services
Florida
$141M +$37.7M +37% 6.61% 73 15.07%
GWA
7029
Gibson Wealth Advisors
Texas
$141M +$6.17M +5% 6.64% 41 24.39%
SVBP
7030
Strategic Value Bank Partners
Ohio
$141M -$34.3M -20% 8.61% 98.1% 16 18.75%
CIM
7031
Chapman Investment Management
California
$141M -$2.7M -2% 0.74% 44% 32 18.75%
MFG
7032
Mosaic Financial Group
Illinois
$141M +$9.84M +8% 6.36% 124 12.9%
DI
7033
Disciplined Investors
Texas
$140M +$12.1M +9% 7.36% 126 11.11%
IIM
7034
Illumine Investment Management
Washington
$140M +$14.7M +12% 13% 94 10.64%
WGS
7035
Washington Growth Strategies
District of Columbia
$140M +$9.36M +7% 8.45% 53 3.77%
LFA
7036
Longview Financial Advisors
Alabama
$140M +$22.5M +19% 5.5% 45 11.11%
WFS
7037
WealthGarden F.S.
California
$140M +$19.7M +16% 7.44% 157 19.11%
WCM
7038
Washington Capital Management
Washington
$140M +$5.56M +4% 8.47% 76.9% 133 24.81%
SRHG
7039
Stone Ridge Holdings Group
New York
$140M -$142M -50% 1.82% 43 76.74%
POIA
7040
Pin Oak Investment Advisors
Texas
$140M +$21.9M +19% 9.37% 62.7% 522 16.28%
QAM
7041
QSM Asset Management
United Kingdom
$140M +$31.4M +29% 9.27% 20 15%
LW
7042
Lauer Wealth
Indiana
$140M +$18.8M +16% 15.1% 75.5% 73 38.36%
CSI
7043
Clark & Stuart Inc
Maine
$140M +$7.08M +5% 5.86% 52 7.69%
AWM
7044
Apex Wealth Management
New Hampshire
$140M +$15.2M +12% 7% 59 6.78%
SF
7045
Strategent Financial
Virginia
$140M +$11.6M +9% 5.53% 37 8.11%
SMAM
7046
Sugar Maple Asset Management
Wisconsin
$140M +$11.5M +9% 7.15% 89 24.72%
AAM
7047
Ackerman Asset Management
Maryland
$140M +$14.8M +12% 8% 28 14.29%
BGAI
7048
Bruce G. Allen Investments
Colorado
$140M +$7.69M +6% 6.97% 1,112 5.85%
SA
7049
Sage Advisors
Colorado
$140M -$528K -0.4% 0.23% 42 21.43%
HGP
7050
Haven Global Partners
Georgia
$140M +$12.1M +9% 15.9% 12 25%