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
CWA
5001
Clarus Wealth Advisors
Arizona
$174M +$11.2M +7% 121
AWM
5002
Act Wealth Management
Texas
$174M +$11.9M +7% 38
SCM
5003
Spreng Capital Management
Ohio
$174M +$17.6M +11% 109
ATWA
5004
Arbor Trust Wealth Advisors
Michigan
$173M +$13.4M +8% 103
FMB
5005
Field & Main Bank
Kentucky
$173M +$21.4M +14% 237
MMM
5006
Mendel Money Management
Illinois
$173M +$13.7M +9% 70
TCM
5007
Tandem Capital Management
New Jersey
$173M +$14.6M +9% 97
PHM
5008
Prospect Hill Management
New Jersey
$173M +$28.3M +20% 17
AC
5009
Aristides Capital
Kentucky
$173M +$38.7M +29% 299
LFASL
5010
Lugano Financial Advisors SA (LFA)
Switzerland
$173M +$20.9M +14% 125
BCM
5011
Banyan Capital Management
Georgia
$173M +$16.1M +10% 20
OCPWS
5012
One Charles Private Wealth Services
Massachusetts
$173M -$209K -0.1% 133
MC
5013
MRJ Capital
New York
$173M +$2.21M +1% 52
BSI
5014
Bennett Selby Investments
Maine
$173M +$20.1M +13% 59
EIA
5015
Eastover Investment Advisors
North Carolina
$173M +$19.7M +13% 47
BCM
5016
Beaumont Capital Management
Massachusetts
$173M +$56.4M +48% 54
MTIC
5017
Missouri Trust & Investment Company
Missouri
$173M 400
SC
5018
Steph & Co
Wisconsin
$173M +$16.6M +11% 304
BFAG
5019
Blackston Financial Advisory Group
Florida
$173M 92
AMC
5020
Asset Management Corp
Illinois
$173M +$12.7M +8% 187
KM
5021
Kylin Management
New York
$173M +$46.8M +37% 8
HFP
5022
Holistic Financial Partners
Indiana
$172M +$10.3M +6% 125
WLPWM
5023
Walled Lake Planning & Wealth Management
Illinois
$172M +$10.3M +6% 339
LAIC
5024
Lederer & Associates Investment Counsel
California
$172M +$17.6M +11% 89
FA
5025
Fortis Advisors
Pennsylvania
$172M +$8.61M +5% 295