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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
ETS
3551
ESL Trust Services
New York
$347M +$19.3M +6% 6.28% 41.6% 24 8.33%
PCWA
3552
Pacific Capital Wealth Advisors
California
$347M +$32.4M +10% 4.94% 46.9% 92 13.04%
WC
3553
Winmill & Co
New York
$347M +$34.4M +11% 9.27% 106% 87 16.09%
LWA
3554
Lineweaver Wealth Advisors
Ohio
$347M +$19.2M +6% 7.69% 61.4% 144 11.81%
LFM
3555
LGT Fund Management
Liechtenstein
$347M 11.3% 93.7% 174
PWA
3556
Peterson Wealth Advisors
Utah
$347M +$44.2M +15% 7.09% 38.9% 60 13.33%
FSA
3557
Fort Sheridan Advisors
Illinois
$347M +$41M +13% 11.9% 87.2% 214 15.42%
BRA
3558
Bender Robert & Associates
California
$347M -$2.81M -0.8% 8.25% 116% 49 6.12%
EWP
3559
Engrave Wealth Partners
Texas
$346M +$7.85M +2% 5.49% 39.9% 75 14.67%
AAM
3560
Arabesque Asset Management
United Kingdom
$346M +$47.6M +16% 13.3% 122% 211 37.44%
LTI
3561
Laffer Tengler Investments
Tennessee
$346M +$644K +0.2% 6.73% 96.5% 498 25.5%
CDIA
3562
Capital Directions Investment Advisors
Georgia
$346M +$18.7M +6% 6.92% 7.53% 265 75.85%
DMC
3563
Drexel Morgan & Co
Pennsylvania
$346M +$34.5M +11% 3.63% 42% 47 4.26%
RF
3564
Rollins Financial
Georgia
$346M 13% 106
TS
3565
Third Security
Virginia
$345M -$169M -33% 24.3% 28.2% 11 18.18%
MM
3566
Meridian Management
Arkansas
$345M +$18.8M +6% 4.29% 47.4% 79 7.59%
NI
3567
Nepsis Inc
Minnesota
$345M +$27.4M +9% 9.4% 116% 32 21.88%
BCP
3568
Bayberry Capital Partners
New York
$345M -$3.8M -1% 5.35% 85.5% 22 40.91%
RW
3569
REDW Wealth
New Mexico
$344M +$29.8M +9% 5.49% 54.1% 119 5.04%
HW
3570
Hedeker Wealth
Illinois
$344M +$20.5M +6% 10.5% 120% 93 11.83%
WCA
3571
Westover Capital Advisors
Delaware
$344M +$24.1M +8% 10.5% 117% 189 16.93%
BGDI
3572
BW Gestao de Investimentos
Brazil
$344M +$14.9M +5% 2.99% 69.8% 50 34%
HIM
3573
HawsGoodwin Investment Management
Tennessee
$343M +$13.7M +4% 5.45% 117 4.27%
ODG
3574
O'Dell Group
Ohio
$343M +$27.2M +9% 8.13% 72.2% 566 13.07%
AA
3575
AlphaCentric Advisors
Puerto Rico
$343M -$50.3M -13% 3.46% 286 55.24%