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
AFA
7051
Avant Financial Advisors
Texas
$139M +$6.39M +5% 68
EAM
7052
EIG Asset Management
District of Columbia
$139M 1
PWM
7053
Partnership Wealth Management
Maryland
$139M +$9.09M +7% 71
TM
7054
TFJ Management
Massachusetts
$139M -$9.54M -6% 11
SFG
7055
Shum Financial Group
California
$139M +$4.8M +4% 95
RC
7056
Renaissance Capital
Connecticut
$139M -$39.6M -22% 41
AI
7057
Aflac Inc
Georgia
$139M -$22.7M -14% 3
MMCM
7058
Murphy & Mullick Capital Management
New York
$139M +$3.91M +3% 857
LC
7059
Lakehouse Capital
Australia
$139M -$25M -15% 15
RCM
7060
RMR Capital Management
California
$139M -$4.55M -3% 81
LFS
7061
Leibman Financial Services
Nebraska
$139M +$6.86M +5% 55
CP
7062
Clayton Partners
California
$138M +$6.6M +5% 43
TWA
7063
Trace Wealth Advisors
California
$138M +$4.64M +3% 72
PIA
7064
Polaris Investment Advisors
Massachusetts
$138M 73
DAM
7065
Diamant Asset Management
Connecticut
$138M +$2.56M +2% 73
BWM
7066
BAM Wealth Management
Colorado
$138M +$9.17M +7% 178
EFP
7067
Elser Financial Planning
Indiana
$138M +$55.3M +67% 82
ICVCFVA
7068
IDG China Venture Capital Fund V Associates
Hong Kong
$138M -$19.7M -12% 1
SF
7069
SageOak Financial
Oklahoma
$138M +$2.19M +2% 33
OIM
7070
Oder Investment Management
California
$138M -$1.18M -0.8% 106
SGC
7071
Slocum, Gordon & Co
Rhode Island
$138M +$12.7M +10% 61
HA
7072
HFG Advisors
Ohio
$138M +$2.41M +2% 119
AFW
7073
Avantra Family Wealth
Pennsylvania
$138M +$4.23M +3% 165
HPBT
7074
Hickory Point Bank & Trust
Illinois
$138M +$4.06M +3% 132
KCM
7075
Kultura Capital Management
Utah
$138M 48