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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
AMG
7901
APS Management Group
California
$117M +$3.92M +3% 1.48% 79 10.13%
CA
7902
Chatterton & Associates
California
$117M 2.98% 84
LCM
7903
LRT Capital Management
Texas
$117M -$34.2M -23% 0.54% 76.3% 101 36.63%
AAA
7904
AG Asset Advisory
California
$117M -$3.86M -3% 3.36% 28 14.29%
WA
7905
Waystone Advisors
Washington
$117M 0.77% 102
LRWM
7906
Lord & Richards Wealth Management
Colorado
$116M +$7.24M +7% 1% 53 7.55%
KF
7907
Kelsey Financial
California
$116M 2.9% 62
PWM
7908
Pursuit Wealth Management
Florida
$116M 2.25% 118
MFG
7909
Macco Financial Group
Wisconsin
$116M 2.06% 19
CF
7910
Conquis Financial
California
$116M +$10.7M +10% 2.69% 68 20.59%
TCM
7911
Tao Capital Management
California
$116M -$16M -12% 3.81% 314% 10 20%
HPM
7912
Hudson Portfolio Management
New York
$116M +$3.27M +3% 5.11% 113 7.08%
AWA
7913
Asempa Wealth Advisors
Louisiana
$116M 2.16% 113
ARA
7914
Approach Retirement Advisors
Alabama
$116M 1.81% 78
TFS
7915
Targeted Financial Services
Florida
$116M 3.51% 52
IFO
7916
Intrepid Family Office
Florida
$116M -$3.52M -3% 9.72% 46 36.96%
NC
7917
North Capital
Utah
$116M -$13.2M -10% 2.18% 732 88.11%
VFO
7918
Virtus Family Office
Texas
$116M +$9.18M +9% 2.53% 48.4% 67 26.87%
SFP
7919
Sherwood Financial Partners
California
$116M +$1.37M +1% 1.18% 9 11.11%
MWM
7920
McCartney Wealth Management
Missouri
$116M 2.14% 61
PPWM
7921
Perissos Private Wealth Management
Oklahoma
$116M -$21.5M -16% 3.11% 85 17.65%
BPW
7922
Bingham Private Wealth
California
$116M 4.31% 151
KSB
7923
Kennebec Savings Bank
Maine
$116M +$6.08M +6% 3.48% 259 4.25%
BCM
7924
BML Capital Management
Indiana
$116M +$6.47M +6% 26.3% 349% 25 56%
SGM
7925
Sellaronda Global Management
New York
$116M +$2.47M +2% 0.4% 9 33.33%