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
FWMM
6451
Foundation Wealth Management (Missouri)
Missouri
$129M -$3M -2% 47
IAIM
6452
Industrial Alliance Investment Management
Quebec, Canada
$129M -$67.6M -34% 15
TFP
6453
Traction Financial Partners
Wyoming
$129M +$1.21M +0.9% 60
FI
6454
FWG Investments
Kentucky
$129M +$13M +11% 140
MVA
6455
Mount Vernon Associates
Maryland
$128M +$2.27M +2% 53
CNTOF
6456
Canandaigua National Trust of Florida
New York
$128M +$11.8M +10% 116
LI
6457
Latash Investments
Alaska
$128M +$19.5M +18% 17
BIG
6458
Bush Investment Group
Georgia
$128M +$3.06M +2% 33
TA
6459
TPG Advisors
Illinois
$128M +$101K +0.1% 91
LCM
6460
LRT Capital Management
Texas
$128M +$20.4M +19% 105
PCMU
6461
Paragon Capital Management (Utah)
Utah
$128M -$7.71M -6% 86
AFR
6462
Applied Fundamental Research
Massachusetts
$128M -$23.6M -16% 13
VIA
6463
Virtus Investment Advisers
Connecticut
$128M +$468K +0.4% 429
RWM
6464
Rolek Wealth Management
Pennsylvania
$128M 11
BA
6465
Brightwater Advisory
Florida
$128M -$8.32M -6% 60
BWA
6466
Blodgett Wealth Advisors
California
$128M +$8.6M +7% 61
BDS
6467
Banco de Sabadell
Florida
$127M -$6M -4% 60
IPAM
6468
Investment Partners Asset Management
New Jersey
$127M +$5.36M +4% 154
SIM
6469
Sterling Investment Management
Arizona
$127M -$4.44M -3% 62
IAP
6470
Indie Asset Partners
Indiana
$127M -$6.19M -5% 120
ACL
6471
Applied Capital LLC
Florida
$127M -$1.05M -0.8% 88
IA
6472
IFS Advisors
Kansas
$127M +$946K +0.7% 191
CBOR
6473
Community Bank of Raymore
Missouri
$127M -$5.18M -4% 77
GEH
6474
General Equity Holdings
New York
$127M -$16.8M -12% 7
MSK
6475
Melissa S. Kampmann
$127M -$14.3M -10% 41