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
IFS
5701
Intelligent Financial Strategies
Minnesota
$162M +$1.27M +0.8% 86
FP
5702
Factorial Partners
New York
$162M -$13.5M -8% 89
FC
5703
Family CFO
California
$162M +$1.03M +0.6% 64
EFSCE
5704
Enterprise Financial Services Corp (EFSC)
Missouri
$162M -$3.7M -2% 165
DWM
5705
Dogwood Wealth Management
Kansas
$162M +$14.5M +10% 670
ACM
5706
Alcosta Capital Management
California
$162M +$13.3M +9% 28
CAM
5707
Concorde Asset Management
Michigan
$162M +$16.1M +11% 177
WCM
5708
Whitefort Capital Management
New York
$162M -$1.94M -1% 24
IOOF
5709
Independent Order of Foresters
Ontario, Canada
$162M +$4.9M +3% 16
EB
5710
Emprise Bank
Kansas
$162M +$13.5M +9% 112
PWM
5711
Peterson Wealth Management
Nevada
$162M +$23.5M +17% 56
TWP
5712
Tower Wealth Partners
Pennsylvania
$162M +$7.96M +5% 69
HHRDM
5713
H&H Retirement Design & Management
Nevada
$162M +$10.5M +7% 87
HHWM
5714
Hiley Hunt Wealth Management
Nebraska
$162M +$9.26M +6% 39
SCA
5715
Southern Capital Advisors
Tennessee
$162M -$2.81M -2% 79
DA
5716
Dover Advisors
Virginia
$162M +$15.8M +11% 129
SCMS
5717
Serenity Capital Management (Singapore)
Singapore
$162M -$17.2M -10% 4
OL
5718
Owen LaRue
Kentucky
$162M +$1.78M +1% 98
KWM
5719
Kanen Wealth Management
Florida
$162M +$4.13M +3% 22
MCA
5720
Mendon Capital Advisors
Florida
$162M -$15.6M -9% 55
EFS
5721
Econ Financial Services
Pennsylvania
$161M +$280K +0.2% 101
CASB
5722
Cape Ann Savings Bank
Massachusetts
$161M +$1.64M +1% 88
KFO
5723
Kopp Family Office
Minnesota
$161M -$13.9M -8% 22
FF
5724
Financial Futures
New Jersey
$161M +$10.4M +7% 53
V
5725
ViaWealth
Kansas
$161M +$1.28M +0.8% 158