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
MFC
5026
Mechanics Financial Corp
Ohio
$264M +$28.8M +12% 242
ACH
5027
Axis Capital Holdings
Bermuda
$264M +$19M +8% 2
WS
5028
Wela Strategies
Georgia
$264M +$10.3M +4% 59
RIM
5029
Reliant Investment Management
Tennessee
$264M +$32.6M +14% 61
DFG
5030
Dupree Financial Group
Kentucky
$263M +$9.38M +4% 81
RCM
5031
Raleigh Capital Management
North Carolina
$263M +$24.7M +10% 689
SFS
5032
Searcy Financial Services
Kansas
$263M +$17.1M +7% 26
TWM
5033
Triton Wealth Management
Arizona
$263M +$28.7M +12% 122
SST
5034
S Squared Technology
New York
$263M +$25.7M +11% 41
BTIM
5035
BancFirst Trust & Investment Management
Oklahoma
$263M +$47.1M +22% 43
AWM
5036
Avaii Wealth Management
Wisconsin
$263M +$37.9M +17% 157
APIM
5037
Agate Pass Investment Management
Washington
$263M +$19.3M +8% 108
RAM
5038
RJA Asset Management
Connecticut
$263M -$27.8M -10% 4
FFP
5039
Freedom Financial Partners
Minnesota
$262M +$25.2M +11% 84
PPA
5040
Painted Porch Advisors
California
$262M +$18.7M +8% 513
IFPG
5041
Intrepid Financial Planning Group
Indiana
$262M +$24.4M +10% 134
GIM
5042
Goodlander Investment Management
Texas
$262M +$18.7M +8% 17
DJC
5043
Daily Journal Corp
California
$262M +$26.9M +11% 4
FDW
5044
Fourth Dimension Wealth
Ohio
$262M +$25.4M +11% 616
PW
5045
Potentia Wealth
California
$262M +$86.6M +49% 96
BWM
5046
Biltmore Wealth Management
Arizona
$262M +$14.9M +6% 60
SIM
5047
Synergy Investment Management
Florida
$262M +$95.9M +58% 129
SM
5048
Samjo Management
New York
$262M +$24.8M +10% 64
DCC
5049
Dow Chemical Company
Michigan
$262M +$24M +10% 7
LCM
5050
Lunt Capital Management
Utah
$262M +$259K +0.1% 95