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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
S
7126
Steadtrust
Texas
$127M 9.8% 115
BC
7127
Barnett & Company
Tennessee
$127M +$7.48M +6% 3.17% 65.9% 86 16.28%
DW
7128
Durante & Waters
New York
$127M +$8.09M +7% 6.87% 32 6.25%
TCM
7129
TAM Capital Management
Connecticut
$127M +$7.86M +7% 7.71% 4.15% 5 40%
CFP
7130
Comprehensive Financial Planning
Pennsylvania
$127M +$24.2M +24% 15.5% 355 12.11%
SA
7131
Seneschal Advisors
Washington
$127M +$10.3M +9% 6.23% 39 15.38%
FB
7132
Finward Bancorp
Indiana
$127M +$11.2M +10% 11.4% 106 6.6%
PWCM
7133
Processus Wealth & Capital Management
Tennessee
$127M +$9.11M +8% 15.7% 35 5.71%
RE
7134
Rydar Equities
Texas
$127M 12.1% 95
CBCM
7135
Cook & Bynum Capital Management
Alabama
$127M -$1.62M -1% 0.26% 46.8% 6 0%
PPWM
7136
Perissos Private Wealth Management
Oklahoma
$126M +$16.8M +15% 6.69% 81 22.22%
CWR
7137
Chico Wealth RIA
California
$126M +$11.2M +10% 10.1% 74.7% 33 9.09%
GCM
7138
Generation Capital Management
New York
$126M +$15.3M +14% 11.2% 87 34.48%
BTC
7139
Bank & Trust Company
Illinois
$126M +$3.59M +3% 4.72% 291 1.72%
EB
7140
Exchange Bank
California
$126M +$2.38M +2% 5.56% 67.1% 121 7.44%
ACM
7141
Ategra Capital Management
Virginia
$126M -$2.28M -2% 6.29% 114% 27 40.74%
BWLSA
7142
Blue Water Life Science Advisors
California
$126M +$25.4M +25% 31.4% 503% 8 12.5%
TCCP
7143
Tide Cove Capital Partners
California
$126M +$11.4M +10% 6.71% 11 0%
HA
7144
HFG Advisors
Ohio
$126M +$9.2M +8% 8.14% 69.7% 107 21.5%
KOMWMG
7145
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$126M +$11.7M +10% 7.53% 60.2% 88 12.5%
LAS
7146
Legacy Advisory Services
Pennsylvania
$126M +$7.7M +7% 5.21% 54 24.07%
EIM
7147
Emmett Investment Management
New York
$126M +$16.6M +15% 12.1% 30 43.33%
CL
7148
CVFG LLC
Indiana
$126M +$16.1M +15% 9.34% 98 8.16%
DRP
7149
Decade Renewable Partners
Texas
$126M -$4.92M -4% 12.3% 36 52.78%
KWM
7150
Koa Wealth Management
California
$126M +$2.09M +2% 1.97% 55 12.73%