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
BFWA
4376
Benchmark Financial Wealth Advisors
Florida
$262M +$29.7M +13% 93
SRC
4377
Stone Run Capital
New York
$262M +$28.3M +12% 68
SAM
4378
Socorro Asset Management
Texas
$262M +$35.2M +16% 31
CPA
4379
Capital Performance Advisors
California
$262M +$30.2M +13% 93
FWC
4380
First Washington Corp
Washington
$262M +$1.51M +0.6% 58
BOSSRA
4381
B.O.S.S. Retirement Advisors
Utah
$261M -$255M -49% 242
KFS
4382
Kelly Financial Services
Massachusetts
$261M +$14.1M +6% 839
CIP
4383
Convergence Investment Partners
Florida
$261M +$69.6M +36% 272
HKIM
4384
Hayek Kallen Investment Management
Alabama
$261M +$21.4M +9% 93
RWM
4385
Rench Wealth Management
Texas
$261M +$23.4M +10% 57
MCP
4386
Martin Capital Partners
Oregon
$261M +$15.4M +6% 72
OWM
4387
OneAscent Wealth Management
Alabama
$261M +$9.99M +4% 199
LHC
4388
Lodge Hill Capital
New York
$261M +$33.6M +15% 24
SSWG
4389
Seven Springs Wealth Group
Tennessee
$260M +$38.6M +17% 63
DDSF
4390
Diana Davis Spencer Foundation
Maryland
$260M -$3.76M -1% 3
SSCM
4391
Summit Street Capital Management
New York
$260M +$24.2M +10% 31
TI
4392
Truxt Investmentos
Brazil
$260M -$14.4M -5% 14
BIA
4393
BHK Investment Advisors
Alabama
$260M +$86M +49% 61
OFA
4394
Oak Family Advisors
Illinois
$260M +$22.4M +9% 125
TC
4395
Truvestments Capital
Florida
$260M +$38.4M +17% 903
SA
4396
Strategic Advocates
Utah
$260M +$24.4M +10% 182
NG
4397
NatWest Group
United Kingdom
$260M +$20.4M +9% 40
IAM
4398
Infusive Asset Management
New York
$259M +$38.8M +18% 23
CCM
4399
Cutter Capital Management
New York
$259M +$50.2M +24% 36
MCM
4400
Millstreet Capital Management
Massachusetts
$259M +$13M +5% 4