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
YWM
5751
Yoder Wealth Management
California
$120M 74
IWM
5752
Iams Wealth Management
Nebraska
$120M +$22M +22% 117
PAG
5753
Paladin Advisory Group
Iowa
$120M 269
ACM
5754
Alamar Capital Management
California
$120M +$22.6M +23% 72
ARS
5755
Adirondack Retirement Specialists
New York
$120M +$31.5M +35% 176
BAM
5756
BOS Asset Management
Illinois
$120M +$8.02M +7% 129
LCM
5757
Lynx1 Capital Management
Puerto Rico
$120M +$4.31M +4% 14
HWM
5758
Howard Wealth Management
Connecticut
$120M -$1.97M -2% 118
SA
5759
swisspartners Advisors
Switzerland
$120M +$7.86M +7% 26
SC
5760
Settian Capital
New York
$120M +$5.58M +5% 36
BW
5761
Basepoint Wealth
Iowa
$120M +$6.85M +6% 95
BDS
5762
Banco de Sabadell
Florida
$120M +$838K +0.7% 81
TWP
5763
Tower Wealth Partners
Pennsylvania
$120M +$4.91M +4% 55
QAM
5764
Q3 Asset Management
Michigan
$120M -$28M -19% 71
AI
5765
Arena Investors
New York
$120M +$30.9M +35% 105
TBC
5766
Ted Buchan & Co
California
$120M +$11.5M +11% 90
MC
5767
Mayar Capital
United Kingdom
$120M +$3.97M +3% 12
I
5768
IMPACTfolio
Colorado
$119M +$11.6M +11% 55
FHC
5769
Fort Henry Capital
West Virginia
$119M +$8.95M +8% 15
CWG
5770
Crown Wealth Group
North Carolina
$119M +$13M +12% 81
HCCM
5771
Hudson Canyon Capital Management
New York
$119M +$11M +10% 57
SCP
5772
Stevens Capital Partners
Nebraska
$119M +$6.26M +6% 51
OC
5773
Optimas Capital
Hong Kong
$119M +$17.1M +17% 49
SC
5774
SkyKnight Capital
California
$119M -$60.1M -34% 3
LFA
5775
Legend Financial Advisors
Pennsylvania
$119M +$4.65M +4% 247