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
PKC
5826
Palmer Knight Company
Florida
$205M +$14.4M +8% 35
FCMT
5827
Founders Capital Management (Texas)
Texas
$205M +$12.3M +6% 433
LFA
5828
Lauterbach Financial Advisors
Texas
$205M +$292K +0.1% 82
UWM
5829
Udine Wealth Management
Florida
$205M -$6.93M -3% 41
WA1
5830
Wimmer Associates 1
California
$205M -$10.4M -5% 112
FWA
5831
FOCUS Wealth Advisors
Texas
$205M -$10.3M -5% 59
QAM
5832
QSM Asset Management
United Kingdom
$204M +$29.4M +17% 25
KFA
5833
Kapstone Financial Advisors
Ohio
$204M +$3M +1% 165
TFM
5834
Trademark Financial Management
Minnesota
$204M +$22.4M +12% 109
LIA
5835
Limestone Investment Advisors
New York
$204M +$55.4M +37% 299
CAM
5836
Concorde Asset Management
Michigan
$204M -$46M -18% 255
B
5837
Birchbrook
Maine
$204M +$3.39M +2% 313
II
5838
Ironclad Investments
Florida
$204M -$10M -5% 3
AA
5839
Aufman Associates
Pennsylvania
$204M +$8.71M +4% 67
PWMG
5840
Pinnacle Wealth Management Group
Michigan
$204M +$3.54M +2% 131
Q
5841
QVR
California
$204M +$60.5M +42% 106
AWM
5842
Avondale Wealth Management
Texas
$203M +$9.01M +5% 71
OF
5843
Optimize Financial
California
$203M +$4.76M +2% 484
TBBL
5844
True Blue (BVI) Ltd
$203M -$29.4M -13% 4
VH
5845
Visionary Horizons
Tennessee
$203M +$9.67M +5% 140
OW
5846
Olistico Wealth
Oklahoma
$203M -$2.07M -1% 359
RA
5847
Riverstone Advisors
Texas
$203M -$9.44M -4% 76
TWM
5848
Trevian Wealth Management
Massachusetts
$203M -$8.11M -4% 51
IFU
5849
iSAM Funds (UK)
United Kingdom
$203M -$75.6M -27% 476
SFS
5850
Sharp Financial Services
Pennsylvania
$203M +$3.79M +2% 131