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
SAMT
5101
Select Asset Management & Trust
Pennsylvania
$164M +$50.4M +44% 70
CFGF
5102
Compass Financial Group (Florida)
Florida
$164M +$4.27M +3% 32
HIS
5103
Horizon Investment Services
Indiana
$164M +$7.89M +5% 117
TWM
5104
Trinity Wealth Management
Pennsylvania
$164M +$11.3M +7% 48
AAM
5105
Ascension Asset Management
New York
$164M 89
CFLC
5106
California First Leasing Corp
California
$164M +$14.1M +9% 37
GCA
5107
GSI Capital Advisors
California
$164M +$1.38M +0.9% 29
DJC
5108
Daily Journal Corp
California
$164M +$2.57M +2% 4
PWM
5109
Palumbo Wealth Management
New York
$163M +$13.1M +9% 111
PBO
5110
Peoples Bank (Ohio)
Ohio
$163M +$6.91M +4% 124
DWMG
5111
DB Wealth Management Group
California
$163M +$4.78M +3% 366
SCM
5112
Sterneck Capital Management
Missouri
$163M +$4.53M +3% 101
LA
5113
Lindenwold Advisors
Pennsylvania
$163M +$1.8M +1% 121
LI
5114
Latigo Investments
Florida
$163M +$23.9M +17% 18
AWG
5115
Altus Wealth Group
Colorado
$163M +$14.4M +10% 141
ACM
5116
Ardent Capital Management
Ohio
$163M +$23.7M +17% 32
PCG
5117
Prosperity Consulting Group
Maryland
$163M +$4.58M +3% 111
CF
5118
Convergence Financial
Missouri
$163M +$27M +20% 30
BMCM
5119
Burns Matteson Capital Management
New York
$163M +$5.29M +3% 189
QM
5120
QVIDTVM Management
Texas
$163M -$280K -0.2% 13
APSI
5121
Asset Planning Services Inc
Louisiana
$162M +$4.56M +3% 38
PMIA
5122
Patrick Mauro Investment Advisor
Illinois
$162M +$2M +1% 41
BOCH
5123
Blue Owl Capital Holdings
New York
$162M +$6.18M +4% 18
TRIA
5124
Trail Ridge Investment Advisors
Colorado
$162M +$8.79M +6% 127
AVM
5125
Arch Venture Management
Illinois
$162M -$45.2M -22% 8