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
SC
6376
Stephenson & Company
California
$149M +$806K +0.5% 41
DWG
6377
Darden Wealth Group
Michigan
$149M +$9.09M +7% 112
ANC
6378
Ames National Corp
Iowa
$149M 68
IOOF
6379
Independent Order of Foresters
Ontario, Canada
$149M -$24.7M -14% 12
SC
6380
Schubert & Co
Texas
$148M +$7.9M +6% 75
LC
6381
Lakehouse Capital
Australia
$148M +$6.2M +4% 13
ACM
6382
Ategra Capital Management
Virginia
$148M +$10.9M +8% 22
CIM
6383
Caldwell Investment Management
Ontario, Canada
$148M +$5.7M +4% 37
MF
6384
Manuka Financial
Virginia
$148M 46
BFS
6385
Burr Financial Services
California
$148M +$6.99M +5% 34
AA
6386
Aufman Associates
Pennsylvania
$148M -$7.43M -5% 65
DC
6387
Diametric Capital
Massachusetts
$148M -$54.2M -27% 494
PBPIA
6388
Pivotal bioVenture Partners Investment Advisor
California
$148M -$20.4M -12% 12
PVAMC
6389
PPS&V Asset Management Consultants
Michigan
$148M +$2.22M +2% 41
PRP
6390
Peak Retirement Planning
Ohio
$148M 96
VAM
6391
Vienna Asset Management
California
$148M +$12.5M +9% 55
AWM
6392
Aegis Wealth Management
Maryland
$148M 109
CWA
6393
Cascade Wealth Advisors
Washington
$148M +$7.79M +6% 50
CPCP
6394
Cedar Point Capital Partners
Iowa
$148M +$2.15M +1% 64
PWH
6395
Priebe Wealth Holdings
Minnesota
$148M +$10.3M +7% 72
GMH
6396
General Motors Holdings
Michigan
$148M +$16.8M +13% 5
FS
6397
Financial Symmetry
North Carolina
$148M +$4.38M +3% 48
CWI
6398
Conscious Wealth Investments
Florida
$147M +$2.12M +1% 51
SC
6399
Shearwater Capital
Colorado
$147M +$2.37M +2% 48
CJ
6400
Caitlin John
Michigan
$147M -$8.32M -5% 865