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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
I
3926
InceptionR
California
$414M -$18.1M -4% 9.7% 50.5% 982 70.47%
HWM
3927
Heirloom Wealth Management
Colorado
$414M +$35.1M +9% 6.69% 68.2% 46 13.04%
TCCM
3928
Timber Creek Capital Management
Massachusetts
$414M +$21.2M +5% 7.66% 85.7% 84 3.57%
SWG
3929
Summit Wealth Group
Vermont
$414M +$24.1M +6% 5.92% 38.4% 114 5.26%
GPSPJS
3930
General Pension Society PZU Joint Stock
Poland
$414M +$54M +15% 14.8% 112% 16 6.25%
WCM
3931
Winthrop Capital Management
Indiana
$413M +$17.8M +5% 6.3% 368 12.77%
SSWG
3932
Seven Springs Wealth Group
Tennessee
$413M +$9.51M +2% 7.15% 56.4% 87 8.05%
CWA
3933
Cornerstone Wealth Advisors
Minnesota
$413M +$26.2M +7% 5.11% 42.6% 51 5.88%
WG
3934
Watchman Group
Texas
$413M +$29.5M +8% 6.79% 52.9% 81 8.64%
BAM
3935
Brave Asset Management
New Jersey
$413M +$42.1M +11% 10.2% 76.3% 183 13.66%
WAS
3936
Wealth Advisory Solutions
Indiana
$413M +$18M +5% 5.77% 55.5% 144 6.94%
BI
3937
Ballast Inc
Kentucky
$413M +$30.8M +8% 6.5% 66% 137 8.76%
KLWA
3938
Kelly Lawrence W & Associates
California
$413M +$31M +8% 8.06% 58.9% 162 3.7%
WC
3939
Winmill & Co
New York
$412M +$52.8M +15% 16.7% 106% 59 13.56%
VAS
3940
VR Advisory Services
Cayman Islands
$412M +$37.2M +10% 4.14% 93.7% 39 23.08%
DBIA
3941
Dumont & Blake Investment Advisors
New Jersey
$412M +$29.4M +8% 8.7% 59.4% 216 7.87%
DR
3942
Davis Rea
Ontario, Canada
$412M +$9M +2% 5.09% 50% 69 28.99%
SWM
3943
Silverlake Wealth Management
Vermont
$412M +$67.9M +20% 6.81% 54.9% 359 15.32%
PIM
3944
Progressive Investment Management
Oregon
$412M +$19.1M +5% 9.32% 86.3% 59 11.86%
LWAM
3945
Legacy Wealth Asset Management
Minnesota
$412M +$18M +5% 6.46% 102% 378 12.7%
REMPR
3946
Roof Eidam Maycock Peralta (REMP)
California
$411M +$5.67M +1% 6.63% 55.5% 131 7.63%
CCM
3947
Carderock Capital Management
Maryland
$411M +$20.9M +5% 4.57% 88.6% 139 48.2%
SB
3948
Sunflower Bank
Texas
$411M +$15.7M +4% 5.37% 42.7% 150 10%
IWM
3949
Integris Wealth Management
California
$411M +$27.6M +7% 6.59% 56.1% 122 6.56%
KDA
3950
Kraft Davis & Associates
Missouri
$411M +$46.5M +13% 7.6% 75% 153 13.73%