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
EB
5926
Emprise Bank
Kansas
$149M 108
TFG
5927
Team Financial Group
California
$149M +$9.22M +7% 222
FHWM
5928
Fox Hill Wealth Management
Massachusetts
$149M +$18.2M +14% 157
GGA
5929
Granite Group Advisors
Connecticut
$149M +$7.15M +5% 94
ICP
5930
Interchange Capital Partners
Pennsylvania
$148M +$14.8M +11% 175
DJYG
5931
David J. Yvars Group
Florida
$148M +$24M +19% 81
ACM
5932
Arosa Capital Management
Florida
$148M -$12.4M -8% 41
MAWAG
5933
Mid-American Wealth Advisory Group
Missouri
$148M +$13.5M +10% 56
IRM
5934
Income Research & Management
Massachusetts
$148M +$3.96M +3% 18
AUIM
5935
Aegon USA Investment Management
Iowa
$148M +$8.17M +6% 42
SCM
5936
Sebold Capital Management
Illinois
$148M +$12.8M +9% 72
FOFP
5937
Fee-Only Financial Planning
South Carolina
$148M +$9.72M +7% 42
CP
5938
Catalys Pacific
Japan
$148M +$41.5M +39% 3
RSA
5939
River Street Advisors
Illinois
$148M +$22.8M +18% 136
FMI
5940
F/M Investments
District of Columbia
$148M -$28M -16% 101
OCM
5941
Objective Capital Management
Ohio
$148M +$16.9M +13% 141
TLCM
5942
Twin Lakes Capital Management
California
$148M +$1.87M +1% 244
FCMT
5943
Founders Capital Management (Texas)
Texas
$148M +$10.3M +7% 389
DWM
5944
Dogwood Wealth Management
Kansas
$148M +$19.9M +16% 636
VWM
5945
VCI Wealth Management
Missouri
$148M -$16.5M -10% 125
MHWM
5946
Montz Harcus Wealth Management
Louisiana
$148M +$16.8M +13% 73
BDAM
5947
Blue Door Asset Management
Connecticut
$148M +$11.9M +9% 20
EWM
5948
Evergreen Wealth Management
Michigan
$148M +$11.8M +9% 55
BWS
5949
BCR Wealth Strategies
Alabama
$148M +$8.25M +6% 21
PP
5950
PFS Partners
New Jersey
$148M +$1.38M +0.9% 495