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
DIS
6651
Diversified Investment Strategies
Louisiana
$153M +$4.68M +3% 52
CPCP
6652
Cedar Point Capital Partners
Iowa
$153M +$10.7M +8% 69
CIM
6653
Caldwell Investment Management
Ontario, Canada
$152M +$36.9M +32% 32
LAM
6654
Lummis Asset Management
Texas
$152M -$596K -0.4% 166
FS
6655
Financially Speaking
Colorado
$152M +$265K +0.2% 184
EWA
6656
EQ Wealth Advisors
Texas
$152M +$5.46M +4% 253
RWS
6657
Retirement Wealth Solutions
Wisconsin
$152M +$15.2M +11% 865
FW
6658
Fidato Wealth
Ohio
$152M +$12.2M +9% 15
WBCM
6659
Wilson & Boucher Capital Management
California
$152M +$8.76M +6% 115
TIAM2
6660
Tru Independence Asset Management 2
Oregon
$152M +$5.98M +4% 96
TLM
6661
Twin Lions Management
Connecticut
$152M -$1.55M -1% 9
TA
6662
TPG Advisors
Illinois
$152M +$13.8M +10% 106
WA
6663
Whipplewood Advisors
Colorado
$152M -$30M -16% 1,211
ALM
6664
Argosy-Lionbridge Management
New York
$152M +$7.38M +5% 15
BAS
6665
Breakthru Advisory Services
Wisconsin
$152M +$87.3M +135% 63
RHAM
6666
Round Hill Asset Management
California
$152M +$3.81M +3% 64
II
6667
Impact Investors
California
$152M +$10.3M +7% 109
PWM
6668
Palacios Wealth Management
Florida
$152M +$30.1M +25% 77
SOWAS
6669
Silver Oak Wealth Advisors Services
California
$152M +$13M +9% 39
IPAM
6670
Investment Partners Asset Management
New Jersey
$152M +$8.02M +6% 164
SCM
6671
Saxony Capital Management
Missouri
$152M +$21.2M +16% 161
SC
6672
Scratch Capital
Idaho
$152M +$28.7M +23% 63
BWM
6673
BCO Wealth Management
New Mexico
$152M +$11.3M +8% 38
CNBOF
6674
City National Bank of Florida
Florida
$151M +$14.1M +10% 142
LF
6675
Lighthouse Financial
Florida
$151M +$20.9M +16% 78