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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)
LAM
7101
Lummis Asset Management
Texas
$167M -$96.9K -0.1% 3.72% – 232 22.84% 5.9
GFM
7102
GEN Financial Management
Minnesota
$167M +$5.6M +3% 9.15% – 57 35.09% 4.1
AF
7103
Amara Financial
California
$167M +$22M +15% 12.3% – 48 6.25% 5.8
SOWAS
7104
Silver Oak Wealth Advisors Services
California
$167M +$13.1M +8% 9.18% – 42 11.9% 4.9
USWG
7105
U.S. Wealth Group
New York
$167M +$19.1M +13% 6.73% – 49 20.41% 4.7
RSWA
7106
Robinson Smith Wealth Advisors
Maine
$167M +$19.1M +13% 11.1% – 101 19.8% 7.1
CFO
7107
Custos Family Office
Texas
$167M +$22.3M +15% 13.8% 57.4% 72 15.28% 8.5
SRS
7108
Strong Retirement Solutions
Washington
$167M +$24.1M +17% 18.8% – 89 11.24% 1.8
MFFIA
7109
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$167M -$9.63M -5% 34% 136% 87 10.34% 8.9
AAM
7110
Ackerman Asset Management
Maryland
$167M +$23.3M +16% 14.5% – 38 7.89% 3.6
EWP
7111
Evergreen Wealth Partners
Montana
$167M +$35.7M +27% 8.83% – 97 21.65% 1.6
OWM
7112
Orca Wealth Management
Florida
$167M +$26.1M +19% 34.3% – 86 25.58% 4.2
LW
7113
Lauer Wealth
Indiana
$167M +$41M +33% 12.7% 89.4% 101 59.41% 3.3
GAAM
7114
Grand Alliance Asset Management
Hong Kong
$167M +$1.38M +0.8% 116% – 18 44.44% 1.9
WW
7115
Wright Wealth
Georgia
$167M +$17M +11% 9.09% – 54 5.56% 1.8
IR
7116
IAT Reinsurance
New York
$167M -$143M -46% 27.4% 60.2% 80 20% 15.7
CWM
7117
Copia Wealth Management
Oregon
$166M +$21M +14% 11.1% – 583 10.98% 4.6
KFSN
7118
Keystone Financial Services (Nebraska)
Nebraska
$166M +$17.8M +12% 12.1% – 62 8.06% 4.8
HAM
7119
Harber Asset Management
North Carolina
$166M +$10M +6% 29.5% 63.6% 50 40% 3.9
SH
7120
SeaTown Holdings
Singapore
$166M +$13.7M +9% 35.9% 220% 19 31.58% 5.5
SMWM
7121
Silvia McColl Wealth Management
California
$166M +$14.4M +9% 13.7% 82.7% 124 5.65% 11
LFASL
7122
Lugano Financial Advisors SA (LFA)
Switzerland
$166M -$30.4M -15% 8.62% 44.9% 286 26.57% 8.8
MCM
7123
Mainstream Capital Management
California
$166M +$17M +11% 17.7% – 92 6.52% 5.7
BCA
7124
Bitterroot Capital Advisors
Montana
$166M +$1.29M +0.8% 8.63% – 62 17.74% 1.9
KIM
7125
Kurv Investment Management
California
$166M -$7.03M -4% 52.3% – 76 48.68% 1.4