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
APSI
4801
Asset Planning Services Inc
Louisiana
$173M +$7.44M +4% 41
YCM
4802
Yaupon Capital Management
New York
$173M +$55.2M +47% 80
RPG
4803
Resource Planning Group
Georgia
$173M +$20.2M +13% 88
EF
4804
Exeter Financial
Arizona
$172M +$13.9M +9% 82
ER
4805
EVR Research
Virginia
$172M +$40.7M +31% 34
FA
4806
Fermata Advisors
California
$172M +$53.2M +45% 155
SSW
4807
Smith Shellnut Wilson
Mississippi
$172M +$8.06M +5% 168
MC
4808
MRJ Capital
New York
$172M +$11.7M +7% 52
VC
4809
Veery Capital
Delaware
$172M +$13.7M +9% 73
HFA
4810
HC Financial Advisors
California
$172M +$7.55M +5% 376
LC
4811
Lakehouse Capital
Australia
$171M 12
TPW
4812
TL Private Wealth
Texas
$171M +$8.36M +5% 51
JWBC
4813
John W. Brooker & Co
California
$171M +$10.5M +7% 204
TA
4814
TrueWealth Advisors
Alabama
$171M +$17.4M +11% 141
WG
4815
Watchman Group
Texas
$171M +$9.06M +6% 77
TCM
4816
Triumph Capital Management
Colorado
$171M 160
SAM
4817
Seelaus Asset Management
New Jersey
$171M +$15.2M +10% 266
AWM
4818
AllSquare Wealth Management
New York
$171M +$9.9M +6% 519
FS
4819
Ferguson Shapiro
Georgia
$171M +$15.6M +10% 31
TA
4820
Townsend & Associates
Colorado
$171M +$17.2M +11% 74
CAM
4821
Chou Associates Management
Ontario, Canada
$171M -$1.32M -0.8% 16
JFG
4822
Jefferies Financial Group
New York
$171M +$15.6M +10% 5
EA
4823
Elm Advisors
California
$171M +$10.1M +6% 87
ACH
4824
Axis Capital Holdings
Bermuda
$171M +$26.8M +19% 3
WA1
4825
Wimmer Associates 1
California
$171M -$13.2M -7% 126