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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
PWS
4026
Peterson Wealth Services
Utah
$405M +$40.2M +11% 13.6% 153% 235 14.89%
GBL
4027
Groupe Bruxelles Lambert
Belgium
$405M -$58.8M -13% 12.7% 1 0%
MIC
4028
Meridian Investment Counsel
California
$405M +$37.4M +10% 10.4% 103% 239 8.79%
BW
4029
Balance Wealth
Ohio
$405M +$234M +137% 5.88% 135 26.67%
OHWP
4030
Oak Harbor Wealth Partners
North Carolina
$405M +$34.7M +9% 7.93% 64.7% 261 6.9%
DCM
4031
DAFNA Capital Management
California
$405M +$42.5M +12% 36.7% 313% 83 18.07%
NG
4032
NatWest Group
United Kingdom
$405M +$66.4M +20% 10.8% 207% 41 26.83%
SCM
4033
Soros Capital Management
New York
$405M +$54.6M +16% 26.6% 732% 68 36.76%
VS
4034
VK Services
California
$404M -$366M -47% 33.1% 1,605% 3 33.33%
WAM
4035
Wilson Asset Management
Australia
$404M -$2.53M -0.6% 2.96% 60.7% 44 34.09%
CS
4036
Cisco Systems
California
$404M -$40.4M -9% 0.78% 212% 4 25%
DW
4037
Dodds Wealth
Colorado
$404M +$30.9M +8% 4.56% 60 6.67%
CNC
4038
Citizens & Northern Corp
Pennsylvania
$404M +$29.9M +8% 7.65% 73.3% 123 5.69%
H2CM
4039
H/2 Credit Manager
Connecticut
$403M +$38.9M +11% 7.49% 97.4% 17 5.88%
SGA
4040
Sector Gamma AS
Norway
$403M +$97.4M +32% 7.68% 35.3% 44 20.45%
NI
4041
Natural Investments
California
$403M +$16.7M +4% 7.24% 296 33.45%
SIAG
4042
Safeguard Investment Advisory Group
California
$403M +$2.46M +0.6% 8.47% 84.3% 160 16.25%
MWC
4043
MBM Wealth Consultants
Missouri
$403M +$29.2M +8% 5.51% 52.6% 111 6.31%
MIA
4044
Milestone Investment Advisors
Wisconsin
$403M +$19.2M +5% 5.41% 52.8% 127 3.94%
AC
4045
Arjuna Capital
North Carolina
$402M +$22.9M +6% 7.49% 105% 129 27.13%
UCI
4046
Uncommon Cents Investing
Wisconsin
$402M +$28.5M +8% 10.5% 83.8% 211 4.27%
ECA
4047
Elevated Capital Advisors
Utah
$402M +$45.2M +13% 6.07% 46% 263 6.08%
GAG
4048
Goodman Advisory Group
Massachusetts
$402M +$108M +37% 8.56% 88.8% 211 42.65%
SL
4049
Sentry LLC
Tennessee
$402M -$100M -20% 5.39% 61.3% 132 6.06%
NFG
4050
Northeast Financial Group
Pennsylvania
$402M +$58.6M +17% 5.98% 31.6% 100 23%