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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
WDG
3601
Wealth Dimensions Group
Ohio
$486M +$32.7M +7% 6.04% 57.1% 183 7.1%
GL
3602
Gemsstock Ltd
United Kingdom
$486M -$74.7M -13% 23.9% 149% 20 40%
HFA
3603
High Falls Advisors
New York
$486M +$33.7M +7% 7.28% 56.9% 154 12.99%
LS
3604
Liquid Strategies
Georgia
$486M +$28M +6% 6.11% 46.8% 7 0%
WCP
3605
Welch Capital Partners
New York
$486M +$36.4M +8% 9.39% 79.2% 27 25.93%
OSNBOA
3606
Old Second National Bank of Aurora
Illinois
$485M +$27.4M +6% 9.24% 89.5% 311 12.54%
MAM
3607
McLean Asset Management
Virginia
$485M +$104M +27% 8.46% 64.3% 175 12%
AGWCA
3608
Annis Gardner Whiting Capital Advisors
Florida
$485M +$196M +68% 6.84% 85% 1,449 26.78%
CBTWT
3609
Community Bank & Trust (Waco, Texas)
Texas
$485M +$43.1M +10% 10.9% 108% 151 6.62%
RCM
3610
RB Capital Management
Nevada
$485M +$42.9M +10% 8.85% 79.4% 190 6.84%
PC
3611
Peavine Capital
Nevada
$484M +$57.4M +13% 3.85% 27.7% 9 0%
SSG
3612
Summit Securities Group
New York
$484M -$35.7M -7% 10.8% 136% 1,422 57.24%
HL
3613
HeadInvest LLC
Maine
$484M +$14.3M +3% 4.62% 59.1% 215 6.05%
A6
3614
Anchor @ 65
Singapore
$483M -$11M -2% 11.1% 2 0%
SLC
3615
Second Line Capital
Louisiana
$483M +$52.7M +12% 9.11% 169 17.16%
RWM
3616
Rockline Wealth Management
New York
$483M +$60.4M +14% 13.7% 106 10.38%
FIC
3617
Family Investment Center
Missouri
$482M +$40.2M +9% 4.08% 49.8% 111 25.23%
HW
3618
Hedeker Wealth
Illinois
$481M +$52.1M +12% 12.5% 141% 94 7.45%
MIC
3619
Maxi Investments CY
Cyprus
$481M -$121M -20% 0.68% 67.1% 143 61.54%
TAS
3620
TIFF Advisory Services
Pennsylvania
$480M +$58M +14% 8.85% 85.9% 25 40%
TCMNY
3621
Thrive Capital Management (New York)
New York
$480M +$244M +103% 18.3% 205% 6 50%
CSNH
3622
Crow's Nest Holdings
Virginia
$480M +$26.6M +6% 6.52% 103% 10 20%
BP
3623
Broadleaf Partners
Ohio
$480M +$25.4M +6% 11.9% 180% 83 4.82%
OHA
3624
Oak Hill Advisors
New York
$480M +$80.8M +20% 20.5% 42.4% 12 0%
WCCM
3625
Webs Creek Capital Management
Texas
$480M +$14M +3% 14.8% 133% 24 50%