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
RIM
5026
Reliant Investment Management
Tennessee
$264M +$32.6M +14% 61
DFG
5027
Dupree Financial Group
Kentucky
$263M +$9.38M +4% 81
RCM
5028
Raleigh Capital Management
North Carolina
$263M +$24.7M +10% 689
SFS
5029
Searcy Financial Services
Kansas
$263M +$17.1M +7% 26
TWM
5030
Triton Wealth Management
Arizona
$263M +$28.7M +12% 122
SST
5031
S Squared Technology
New York
$263M +$25.7M +11% 41
BTIM
5032
BancFirst Trust & Investment Management
Oklahoma
$263M +$47.1M +22% 43
AWM
5033
Avaii Wealth Management
Wisconsin
$263M +$37.9M +17% 157
APIM
5034
Agate Pass Investment Management
Washington
$263M +$19.3M +8% 108
RAM
5035
RJA Asset Management
Connecticut
$263M -$27.8M -10% 4
FFP
5036
Freedom Financial Partners
Minnesota
$262M +$25.2M +11% 84
PPA
5037
Painted Porch Advisors
California
$262M +$18.7M +8% 513
IFPG
5038
Intrepid Financial Planning Group
Indiana
$262M +$24.4M +10% 134
GIM
5039
Goodlander Investment Management
Texas
$262M +$18.7M +8% 17
DJC
5040
Daily Journal Corp
California
$262M +$26.9M +11% 4
FDW
5041
Fourth Dimension Wealth
Ohio
$262M +$25.4M +11% 616
PW
5042
Potentia Wealth
California
$262M +$86.6M +49% 96
BWM
5043
Biltmore Wealth Management
Arizona
$262M +$14.9M +6% 60
SIM
5044
Synergy Investment Management
Florida
$262M +$95.9M +58% 129
SM
5045
Samjo Management
New York
$262M +$24.8M +10% 64
DCC
5046
Dow Chemical Company
Michigan
$262M +$24M +10% 7
LCM
5047
Lunt Capital Management
Utah
$262M +$259K +0.1% 95
JIC
5048
Juniper Investment Company
New York
$261M +$18.8M +8% 11
TIA
5049
Tiemann Investment Advisors
California
$261M +$17.3M +7% 210
AA
5050
Altman Advisors
Illinois
$261M +$16.6M +7% 98