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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
LWA
3351
Lineweaver Wealth Advisors
Ohio
$344M -$6.8M -2% 3.32% 61.4% 146 23.97%
WFPG
3352
Waller Financial Planning Group
Ohio
$344M -$18.8M -5% 4.6% 40.9% 57 5.26%
SIC
3353
SFE Investment Counsel
California
$344M -$9.77M -3% 3.21% 78.2% 119 6.72%
CCP
3354
Clifford Capital Partners
Utah
$343M -$2.52M -0.7% 0.89% 54% 63 28.57%
WFA
3355
WestHill Financial Advisors
California
$343M -$10.7M -3% 4.12% 55.9% 120 11.67%
AAM
3356
Austin Asset Management
Texas
$343M -$8.97M -3% 2.85% 85.2% 63 11.11%
BFC
3357
Blue Fin Capital
Rhode Island
$342M -$7.7M -2% 2.25% 119% 131 2.29%
CCB
3358
Cutter & Co Brokerage
Missouri
$342M +$3.12M +0.9% 0.53% 40.4% 222 10.36%
BRA
3359
Bender Robert & Associates
California
$342M -$19.9M -5% 3.65% 116% 50 4%
GF
3360
Goodman Financial
Texas
$342M -$18.7M -5% 0.2% 52.5% 48 10.42%
SW
3361
SkyOak Wealth
Michigan
$342M -$11.8M -3% 2.88% 73.4% 261 15.33%
LA
3362
LexAurum Advisors
Kansas
$342M +$9.97M +3% 2.85% 304 16.78%
WFA
3363
Wellspring Financial Advisors
Ohio
$342M -$11.4M -3% 3.63% 77.2% 127 12.6%
JHCP
3364
Jackson Hole Capital Partners
Oklahoma
$342M -$23.6M -6% 0.6% 71.4% 281 8.9%
PPC
3365
Park Place Capital
Alabama
$342M -$12.8M -4% 3.15% 49.6% 1,046 7.93%
HWM
3366
HFR Wealth Management
New York
$342M -$17.9M -5% 2.41% 48.5% 55 5.45%
SXM
3367
SC XII Management
California
$342M -$131M -28% 27.7% 73.4% 1 0%
MSA
3368
Marino Stram & Associates
Massachusetts
$341M -$11.8M -3% 3.49% 63.6% 165 6.06%
CTWM
3369
Cherry Tree Wealth Management
Minnesota
$341M -$2.09M -0.6% 3.07% 28% 629 9.22%
RC
3370
Reik & Co
New York
$341M -$21.8M -6% 4.2% 37.6% 56 1.79%
MWM
3371
Mattern Wealth Management
Kansas
$341M -$1.63M -0.5% 2.73% 54% 172 9.3%
CC
3372
Cypress Capital
Tennessee
$341M -$6.77M -2% 1.91% 39.8% 88 10.23%
SCP
3373
Shorepoint Capital Partners
Massachusetts
$341M -$14.2M -4% 2.53% 108 20.37%
WC
3374
Waterloo Capital
Texas
$341M +$1.98M +0.6% 2.5% 79.8% 248 43.95%
BSCM
3375
Berry Street Capital Management
United Kingdom
$340M -$198M -37% 13.3% 331% 49 79.59%