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
TA
4901
Townsend & Associates
Colorado
$183M -$19.9M -10% 79
SP
4902
SCF Partners
Texas
$183M -$22.6M -11% 4
DCM
4903
Davidson Capital Management
Texas
$183M -$15.8M -8% 97
EF
4904
Exeter Financial
Arizona
$183M +$15.2M +9% 83
VBFP
4905
Valtinson Bruner Financial Planning
Minnesota
$183M +$405K +0.2% 100
CWM
4906
Collaborative Wealth Management
Florida
$183M 196
CB
4907
CNB Bank
Pennsylvania
$183M +$16M +10% 492
FCAG
4908
First Capital Advisors Group
New Jersey
$182M 63
LWM
4909
Loveless Wealth Management
Montana
$182M +$17.8M +11% 136
KCM
4910
Knoll Capital Management
Florida
$182M -$18.6M -9% 42
MAWCM
4911
Mine & Arao Wealth Creation & Management
California
$181M +$14.5M +9% 326
SHFA
4912
SC&H Financial Advisors
Maryland
$181M 151
RCI
4913
RS Crum Inc
California
$181M 69
BA
4914
Baugh & Associates
Georgia
$181M +$17.7M +11% 42
IWP
4915
Insight Wealth Partners
Texas
$181M +$23.5M +15% 83
IOOF
4916
Independent Order of Foresters
Ontario, Canada
$181M +$13.4M +8% 13
MSWM
4917
Mader & Shannon Wealth Management
Missouri
$181M +$24.2M +15% 21
HSWM
4918
Hubbell Strickland Wealth Management
Louisiana
$181M +$15.6M +9% 70
YEPI
4919
Yorktown Energy Partners IX
New York
$181M +$10.1M +6% 2
SHCM
4920
Stone House Capital Management
Florida
$180M -$63.5M -26% 2
JRCM
4921
Jones Road Capital Management
New York
$180M +$28.4M +19% 71
CCM
4922
Cribstone Capital Management
Maine
$180M +$12.4M +7% 445
HFA
4923
HC Financial Advisors
California
$180M +$13.3M +8% 357
EA
4924
Elm Advisors
California
$180M +$12.8M +8% 91
WI
4925
Wahed Invest
New York
$180M 224