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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
SB
7676
Semitam Bonam
New York
$122M +$2.3M +2% 1.35% 47 6.38%
RFA
7677
Reyes Financial Architecture
California
$122M -$41.8M -25% 1.15% 459 39.87%
DFG
7678
Dynamic Financial Group
Iowa
$122M +$5.07M +4% 1.76% 72 8.33%
RWIA
7679
Roger Wittlin Investment Advisory
California
$122M -$20.7M -14% 2.51% 54.1% 40 5%
AWM
7680
Athena Wealth Management
Nevada
$122M +$19.3M +19% 3.32% 121 24.79%
GAFA
7681
Garton & Associates Financial Advisors
Kentucky
$122M -$56.3M -32% 0.97% 1,199 90.33%
KAM
7682
Karani Asset Management
New York
$122M -$31.6K -0% 2.72% 60 50%
KGC
7683
Kennon-Green & Company
Ohio
$122M -$3.91M -3% 1.94% 43.3% 41 9.76%
PWP
7684
PrairieView Wealth Partners
Illinois
$122M +$11.8M +11% 1.57% 31 6.45%
MFC
7685
Miramar Fiduciary Corp
Nevada
$122M -$7.27M -6% 3.05% 5 0%
TFS
7686
Targeted Financial Services
Florida
$122M +$5.84M +5% 2.22% 55 7.27%
VAM
7687
Valliance Asset Management
Hong Kong
$122M -$119M -49% 93.6% 2,198% 16 81.25%
PLC
7688
Peapod Lane Capital
New York
$122M +$4.36M +4% 9.94% 68 22.06%
HRC
7689
Hoertkorn Richard Charles
$122M -$136M -53% 1.54% 172% 79 6.33%
PWM
7690
Peak Wealth Management
New Hampshire
$122M +$2.24M +2% 0.73% 56 12.5%
WRCM
7691
Western Reserve Capital Management
Ohio
$122M +$14.6M +14% 3.83% 51 7.84%
SO
7692
Sierra Ocean
California
$122M +$1.01M +0.8% 0.35% 62 4.84%
AVA
7693
Atlas Venture Advisors
Massachusetts
$122M -$70M -37% 36.2% 29.2% 3 0%
RCWM
7694
Red Crane Wealth Management
California
$122M -$749K -0.6% 1.48% 73 10.96%
FF
7695
Farnam Financial
Arizona
$122M -$11.4M -9% 1.31% 56 17.86%
SF
7696
SeedSafe Financial
Texas
$121M +$8.54M +8% 1.44% 35 8.57%
CCM
7697
CFO Capital Management
Connecticut
$121M -$12M -9% 0.94% 119 20.17%
MAM
7698
Mirabaud Asset Management
United Kingdom
$121M -$94.5M -44% 2.83% 47 40.43%
BJF
7699
Blue Jean Financial
New York
$121M -$1.79M -1% 10.3% 96 52.08%
TCM
7700
TT Capital Management
California
$121M -$4.2M -3% 1.04% 84 26.19%