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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
BBNB
4076
Baker Boyer National Bank
Washington
$246M -$24.5M -9% 3.44% 44.7% 92 22.83%
WWM
4077
Wiser Wealth Management
Georgia
$246M -$3.09M -1% 2.95% 46.7% 38 13.16%
MAG
4078
Mokosak Advisory Group
Iowa
$246M -$7.07M -3% 4.25% 42.7% 26 3.85%
MLA
4079
My Legacy Advisors
Oregon
$246M -$8.52M -3% 3.35% 49.1% 222 15.77%
GPA
4080
Guidance Point Advisors
Massachusetts
$246M -$14.7M -6% 3.14% 59.1% 78 8.97%
NME
4081
Notis-McConarty Edward
$246M -$16.9M -6% 3.02% 65.2% 97 8.25%
MFGP
4082
Marshall Financial Group (Pennsylvania)
Pennsylvania
$245M -$15.4M -6% 4.22% 65.5% 50 4%
SF
4083
Susquehanna Foundation
Pennsylvania
$245M -$8.25M -3% 3.2% 36.7% 4 0%
SA
4084
Shilanski & Associates
Alaska
$245M -$1.88M -0.8% 1.56% 84.2% 117 20.51%
NC
4085
NinePointTwo Capital
California
$245M -$13M -5% 2.29% 1.62% 343 58.31%
TOGEPT
4086
Trustees of General Electric Pension Trust
Connecticut
$245M +$104M +74% 0.69% 184% 2 50%
IWMA
4087
Ironwood Wealth Management (Arizona)
Arizona
$245M -$23.5M -9% 4.3% 31.1% 47 12.77%
VIA
4088
Vickerman Investment Advisors
Washington
$245M -$11M -4% 2.41% 36.7% 67 4.48%
AA
4089
Auxano Advisors
Washington
$245M -$5.37M -2% 2.49% 80.2% 107 9.35%
CWAF
4090
Core Wealth Advisors (Florida)
Florida
$244M -$4.73M -2% 3.8% 48.8% 246 7.32%
PFS
4091
Physicians Financial Services
North Carolina
$244M -$10.3M -4% 3.32% 100% 109 4.59%
ADIM
4092
Alpha DNA Investment Management
Maryland
$244M -$55.3M -18% 1.44% 134% 229 62.01%
MAM
4093
McLean Asset Management
Virginia
$244M -$11.1M -4% 2.94% 55.7% 138 12.32%
CMP
4094
Courage Miller Partners
Virginia
$244M +$3.78M +2% 3.15% 40.3% 79 10.13%
PPWP
4095
Proquility Private Wealth Partners
Nevada
$244M -$11.9M -5% 3.76% 19.4% 88 3.41%
RAM
4096
Roanoke Asset Management
New Jersey
$244M -$8.93M -4% 2.59% 50.3% 106 4.72%
RW
4097
Regimen Wealth
Georgia
$243M +$2.27M +0.9% 3.32% 28.5% 62 20.97%
LHC
4098
Little House Capital
Massachusetts
$243M +$8.16M +3% 2.32% 85.8% 128 25%
RFWA
4099
RPg Family Wealth Advisory
Massachusetts
$243M -$6.26M -3% 0.4% 90.4% 122 20.49%
CWA
4100
Canvas Wealth Advisors
Kansas
$243M -$26M -10% 4.08% 115% 132 10.61%