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
FMTC
3801
Farmers & Merchants Trust Company
California
$438M -$35.4M -7% 213
SCA
3802
Stokes Capital Advisors
South Carolina
$438M +$8.04M +2% 80
SAM
3803
Standpoint Asset Management
Arizona
$438M -$4.72M -1% 8
PWM
3804
Prentice Wealth Management
New York
$438M +$32M +8% 116
SHWM
3805
Smith & Howard Wealth Management
Georgia
$437M +$7.9M +2% 81
SI
3806
Schusterman Interests
Oklahoma
$437M -$661K -0.2% 9
QAM
3807
Q3 Asset Management
Michigan
$437M +$145M +50% 87
TWP
3808
Tempus Wealth Planning
California
$436M +$740K +0.2% 296
VDBMI
3809
Van Den Berg Management I
Texas
$436M +$37.3M +9% 128
FPB
3810
First PREMIER Bank
South Dakota
$436M -$4.24M -1% 404
KFA
3811
Kelleher Financial Advisors
New York
$436M +$35.6M +9% 772
TLP
3812
Trinity Legacy Partners
Texas
$436M +$1.46M +0.3% 99
CFO
3813
Collective Family Office
Pennsylvania
$436M +$19.3M +5% 162
PIN
3814
Prudent Investors Network
California
$436M +$27.5M +7% 76
WMA
3815
West Michigan Advisors
Michigan
$436M +$19.6M +5% 292
MYA
3816
Meiji Yasuda America
New York
$436M 56
LFS
3817
Lighthouse Financial Services
California
$435M 95
LSWM
3818
Lorne Steinberg Wealth Management
Canada
$435M +$19.9M +5% 75
WC
3819
Weil Company
California
$435M +$19.2M +5% 119
A6
3820
Anchor @ 65
Singapore
$434M -$49.2M -10% 2
UIA
3821
UG Investment Advisers
Taiwan
$434M -$205M -32% 14
HNWAG
3822
High Net Worth Advisory Group
Florida
$434M +$18.2M +4% 249
BRM
3823
Boston Research & Management
Massachusetts
$434M -$19.7M -4% 124
CSUI
3824
Cincinnati Specialty Underwriters Insurance
Ohio
$433M +$5.53M +1% 39
PAM
3825
Paradigm Asset Management
New York
$433M -$2.09M -0.5% 534