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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
MA
7701
Marquette Associates
Illinois
$137M +$45.3M +49% 9.67% 43 53.49%
WF
7702
WealthPoint Financial
North Carolina
$137M +$17.7M +15% 11% 132 12.88%
FJWM
7703
Ferguson Johnson Wealth Management
Maryland
$137M +$13.9M +11% 6.9% 38 10.53%
FF
7704
Farnam Financial
Arizona
$137M +$15.6M +13% 18.7% 58 24.14%
TBNY
7705
Trustco Bank (New York)
New York
$137M +$24.5M +22% 30.8% 131% 78 10.26%
SDP
7706
Sentinel Dome Partners
California
$137M +$32M +30% 4.4% 40 37.5%
SJGA
7707
Stephen J. Garry & Associates
New York
$137M +$12.7M +10% 11.4% 55 7.27%
TPCM
7708
Templeton & Phillips Capital Management
Tennessee
$137M +$14.4M +12% 9.54% 74.3% 60 21.67%
DSC
7709
Daytona Street Capital
Missouri
$137M +$7.23M +6% 14.6% 340 30%
CCM
7710
Crabel Capital Management
California
$137M +$126M +1,167% 0.37% 13.9% 58 81.03%
SR
7711
Syntax Research
Florida
$137M -$20.3M -13% 11.7% 42.9% 188 12.23%
II
7712
Impact Investors
California
$137M -$7.22M -5% 12.5% 120 38.33%
SWP
7713
Stone Wealth Partners
Louisiana
$137M +$25.4M +23% 32.3% 69 23.19%
BCM
7714
Barrier Capital Management
California
$137M +$22.9M +20% 41.6% 216% 23 52.17%
MWP
7715
Momentum Wealth Planning
Florida
$137M +$24.2M +21% 32% 43 30.23%
TWM
7716
Timmons Wealth Management
Massachusetts
$137M +$31.2M +30% 10.1% 81 18.52%
IASG
7717
Investment Advisory Services Group
Florida
$137M +$21.7M +19% 12.1% 38 26.32%
AI
7718
Axos Invest
Nevada
$137M +$4.3M +3% 11.1% 20 5%
LI
7719
Latash Investments
Alaska
$136M +$7.67M +6% 6.43% 110% 20 5%
AIA
7720
Aventus Investment Advisors
Florida
$136M +$18.3M +15% 15.6% 170 20.59%
VSCP
7721
Vesey Street Capital Partners
New York
$136M +$50.6M +59% 59% 47.8% 1 0%
SCM
7722
Sidoxia Capital Management
California
$136M +$20.6M +18% 21.8% 89 7.87%
FEM
7723
Fulcrum Equity Management
Texas
$136M +$32.9M +32% 24.6% 110% 165 35.76%
TH
7724
Transmarket Holdings
Illinois
$136M -$50.9M -27% 19% 63 85.71%
KCA
7725
KVP Capital Advisors
California
$136M +$2.34M +2% 25.3% 38 23.68%