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
NPFS
6076
Novak & Powell Financial Services
Florida
$192M +$1.54M +0.8% 170
LHWM
6077
Lake Hills Wealth Management
Texas
$192M +$4.34M +2% 75
MAM
6078
McCarthy Asset Management
California
$192M +$35.8M +23% 30
SF
6079
Steffes Financial
Kansas
$192M 27
EPIM
6080
Equinox Partners Investment Management
Connecticut
$191M +$6.26M +3% 12
TPBG
6081
Turning Point Benefit Group
Maryland
$191M +$25.7M +16% 915
LIM
6082
Loudon Investment Management
New Hampshire
$191M +$456K +0.2% 99
CQWA
6083
Chokshi & Queen Wealth Advisors
California
$191M +$2.5M +1% 66
SAM
6084
Soviero Asset Management
New York
$191M +$29.5M +18% 81
PMIA
6085
Patrick Mauro Investment Advisor
Illinois
$191M +$832K +0.4% 42
CFAM
6086
Center For Asset Management
Florida
$191M +$3.81M +2% 160
SMTF
6087
Sphera Management Technology Funds
Israel
$191M -$6.36M -3% 80
SWIM
6088
Smallwood Wealth Investment Management
New Jersey
$191M -$3.59M -2% 551
CCA
6089
Coign Capital Advisors
Utah
$191M +$9.39M +5% 82
FCB
6090
First County Bank
Connecticut
$191M -$4.98M -3% 179
KFGG
6091
Keystone Financial Group (Georgia)
Georgia
$191M +$13.5M +8% 142
C
6092
Covestor
United Kingdom
$191M +$9.46M +5% 2,874
WB
6093
West Bancorporation
Iowa
$191M +$11M +6% 112
CFIM
6094
Client First Investment Management
Wisconsin
$191M -$5.38M -3% 50
I
6095
InterCapital
Texas
$191M 77
PKC
6096
Palmer Knight Company
Florida
$191M -$20.6M -10% 35
IRM
6097
Income Research & Management
Massachusetts
$190M -$14.1M -7% 35
FF
6098
Foundry Financial
California
$190M 67
AIC
6099
Aurora Investment Counsel
Georgia
$190M -$702K -0.4% 122
OC
6100
OxenFree Capital
Florida
$190M +$8.47M +5% 49