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
FFA
4726
Fi3 Financial Advisors
Indiana
$246M -$20.7M -8% 145
CCM
4727
Carmel Capital Management
California
$246M -$18.4M -7% 26
TC
4728
Trium Capital
United Kingdom
$246M +$116M +89% 63
HCM
4729
Heathbridge Capital Management
Ontario, Canada
$246M -$5.06M -2% 29
BOC
4730
Barbara Oil Co
Illinois
$246M +$4.99M +2% 76
DFG
4731
Dupree Financial Group
Kentucky
$246M +$27.3M +12% 76
IPA
4732
Investment Planning Advisors
Georgia
$246M +$17.1M +7% 73
WAOTB
4733
Wealth Advisors of Tampa Bay
Florida
$246M +$12.5M +5% 152
RCM
4734
Robinson Capital Management
Michigan
$246M -$1.78M -0.7% 135
YCM
4735
Yakira Capital Management
Connecticut
$246M -$6.32M -3% 282
MC
4736
Mathes Company
New York
$246M -$28.2M -10% 128
BWL
4737
Beacon Wealthcare LLC
North Carolina
$246M -$665K -0.3% 26
VAM
4738
Verity Asset Management
North Carolina
$246M +$68.3M +38% 221
PC
4739
Prairiewood Capital
North Dakota
$246M +$11.7M +5% 79
WCM
4740
Weik Capital Management
Pennsylvania
$246M -$115K -0% 94
EWA
4741
Encompass Wealth Advisors
Oregon
$246M -$1.97M -0.8% 102
CRI
4742
Commonwealth Retirement Investments
Virginia
$246M +$2.86M +1% 105
IIA
4743
ICW Investment Advisors
Arizona
$245M +$5.87M +2% 140
BFS
4744
Burkett Financial Services
South Carolina
$245M +$862K +0.4% 263
RLIM
4745
Red Lighthouse Investment Management
New York
$245M -$7.42M -3% 113
KA
4746
Kercheville Advisors
Texas
$245M -$12.4M -5% 105
CL
4747
CRCM LP
California
$245M -$646K -0.3% 7
ITB
4748
Idaho Trust Bank
Idaho
$245M +$46.8M +24% 106
LFA
4749
LifeGuide Financial Advisors
Pennsylvania
$245M +$11.9M +5% 44
KCM
4750
Kaye Capital Management
California
$245M +$24.5M +11% 47