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
SHWM
4301
Smith & Howard Wealth Management
Georgia
$212M +$1.31M +0.6% 70
PFT
4302
Providence First Trust
Arizona
$212M -$698K -0.3% 82
AGA
4303
Accuvest Global Advisors
Utah
$212M +$12.6M +6% 133
KWA
4304
KCS Wealth Advisory
California
$211M -$985K -0.5% 154
ECM
4305
EII Capital Management
New York
$211M -$1.29M -0.6% 195
SAM
4306
Soditic Asset Management
United Kingdom
$211M +$13.1M +7% 19
BU
4307
Builders Union
United Kingdom
$211M +$13.6M +7% 12
GP
4308
Geneva Partners
Wisconsin
$211M -$7.28M -3% 114
DL
4309
DOHJ LLC
Washington
$211M +$21M +11% 116
NC
4310
Nokomis Capital
Texas
$211M -$43.2M -17% 68
KA
4311
Kercheville Advisors
Texas
$211M -$4.88M -2% 125
LWA
4312
Lowe Wealth Advisors
Maryland
$211M +$2.02M +1% 308
MFS
4313
Madrona Financial Services
Washington
$211M +$16M +8% 68
AWMT
4314
AAFMAA Wealth Management & Trust
North Carolina
$211M -$7.18M -3% 68
CI
4315
Chartist Inc
California
$211M -$6.09M -3% 36
PWM
4316
Paulson Wealth Management
Illinois
$210M +$3.8M +2% 96
SCM
4317
Stonehill Capital Management
New York
$210M +$4.7M +2% 21
TIA
4318
Tiemann Investment Advisors
California
$210M -$3.43M -2% 215
TCWM
4319
Total Clarity Wealth Management
Illinois
$210M +$31.2M +17% 982
BFWA
4320
Benchmark Financial Wealth Advisors
Florida
$210M +$882K +0.4% 72
ATC
4321
Adirondack Trust Company
New York
$210M +$12M +6% 429
KIM
4322
Kestrel Investment Management
California
$210M -$44.5M -17% 44
KTM
4323
Keeler Thomas Management
Utah
$210M +$5.51M +3% 77
CP
4324
Columbus Point
United Kingdom
$210M -$14.4M -6% 20
BGC
4325
Birch Grove Capital
New York
$210M +$5.34M +3% 56