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
AI
4201
Auour Investments
Massachusetts
$236M 72
BP
4202
Bandera Partners
New York
$236M -$7.6M -3% 19
PCM
4203
Passive Capital Management
Maryland
$236M +$6.33M +3% 54
IAA
4204
Ironsides Asset Advisors
North Carolina
$235M +$15.5M +7% 100
DAM
4205
Deepwater Asset Management
Minnesota
$235M +$24.5M +12% 34
LHC
4206
Little House Capital
Massachusetts
$235M +$22.8M +11% 112
UFA
4207
US Financial Advisors
Massachusetts
$235M +$11M +5% 73
TAM
4208
TCP Asset Management
Ohio
$235M +$53.6M +29% 67
HKIM
4209
Hayek Kallen Investment Management
Alabama
$235M +$13.9M +6% 88
VC
4210
Veracity Capital
Georgia
$235M +$18.2M +8% 237
LA
4211
Lifeworks Advisors
Michigan
$235M +$23.7M +11% 163
SIAG
4212
Safeguard Investment Advisory Group
California
$235M +$26.8M +13% 109
BSCM
4213
Berry Street Capital Management
United Kingdom
$235M -$50.4M -18% 37
LC
4214
LCNB Corp
Ohio
$234M +$13.4M +6% 179
WA
4215
Wealth Advisors
California
$234M +$24.2M +12% 71
AM
4216
Atwater Malick
Pennsylvania
$234M +$20.8M +10% 66
MSCM
4217
McElhenny Sheffield Capital Management
Texas
$234M +$44.2M +23% 107
RCM
4218
Radnor Capital Management
Pennsylvania
$234M -$146M -38% 254
HWMG
4219
Hurlow Wealth Management Group
Indiana
$234M +$17.7M +8% 110
AC
4220
Almitas Capital
California
$234M +$24.7M +12% 119
FW
4221
FirstPurpose Wealth
Utah
$234M +$30.7M +15% 213
BIA
4222
BHK Investment Advisors
Alabama
$234M +$4.74M +2% 62
SSC
4223
Syverson Strege & Co
Iowa
$234M -$623K -0.3% 666
MWC
4224
MBM Wealth Consultants
Missouri
$234M -$11.6M -5% 287
DA
4225
DCM Advisors
New York
$233M +$18.5M +9% 80