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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
WCM
3626
Windsor Capital Management
Arizona
$289M +$20.9M +8% 4.96% 46.1% 119 0.84%
SACTSONJ
3627
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$288M +$19.2M +7% 9.33% 147% 223 4.93%
JCIA
3628
Jackson Creek Investment Advisors
Colorado
$288M +$33.3M +13% 19.7% 185% 397 44.08%
Legacy Financial Group (Iowa)
3629
Legacy Financial Group (Iowa)
Iowa
$288M +$27.7M +11% 4.56% 34.4% 62 11.29%
SFA
3630
Stewardship Financial Advisors
Georgia
$288M +$14.2M +5% 5.52% 39.1% 108 25.93%
DII
3631
DCM International IV
California
$288M +$17.8M +7% 6.59% 1 0%
OWA
3632
Outlook Wealth Advisors
Texas
$288M +$13.1M +5% 5.33% 54.9% 206 19.42%
HC
3633
Hendley & Co
Ohio
$287M +$28M +11% 5.76% 54.8% 72 9.72%
CA
3634
Claar Advisors
New York
$287M +$12.1M +4% 5.59% 63% 41 34.15%
FNBOMD
3635
First National Bank of Mount Dora
Florida
$287M +$10.7M +4% 6.55% 84.5% 122 17.21%
ME
3636
McIlrath & Eck
Washington
$287M +$16.7M +6% 5.46% 44% 799 14.39%
MWP
3637
Moller Wealth Partners
$287M +$44.9M +19% 7.31% 41.4% 54 16.67%
W
3638
WealthStone
Ohio
$287M +$4.87M +2% 4.74% 297 21.55%
MW
3639
MBL Wealth
North Carolina
$287M +$34.1M +14% 5.23% 47.7% 158 22.78%
GEA
3640
Glen Eagle Advisors
New Jersey
$286M +$32.4M +13% 4.6% 63% 1,035 8.7%
AW
3641
Avion Wealth
Texas
$286M -$31.7M -10% 4.24% 36% 399 20.05%
SPIO
3642
Seven Post Investment Office
California
$286M +$40.1M +16% 9.92% 52.6% 45 8.89%
JAG
3643
Journey Advisory Group
Kentucky
$286M +$18.6M +7% 4.24% 58.7% 195 8.21%
PCM
3644
Poehling Capital Management
Wisconsin
$286M +$33.6M +13% 9.11% 70.9% 167 28.14%
CIA
3645
Capital Impact Advisors
Massachusetts
$286M -$122M -30% 10.7% 143 52.45%
APC
3646
Aspire Private Capital
North Carolina
$286M +$23.9M +9% 4.35% 49.6% 631 28.05%
ODG
3647
O'Dell Group
Ohio
$286M +$28.6M +11% 7.08% 72.2% 77 18.18%
PCI
3648
Pacifica Capital Investments
Texas
$285M +$16.1M +6% 16.8% 83.4% 19 0%
HW
3649
Hedeker Wealth
Illinois
$285M -$1.19M -0.4% 3.72% 120% 66 1.52%
EIG
3650
Ellenbecker Investment Group
Wisconsin
$285M +$14M +5% 5.84% 56.3% 67 2.99%