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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
W
4151
WealthOne
New York
$248M -$24.9M -9% 3.97% 23.4% 112 25.89%
FWC
4152
First Washington Corp
Washington
$247M +$19.4M +9% 7.47% 142% 62 19.35%
JAWM
4153
J. Arnold Wealth Management
Ohio
$247M +$10.8M +5% 6.25% 46.2% 33 54.55%
BWA
4154
Bordeaux Wealth Advisors
California
$247M +$3.27M +1% 2.47% 141% 107 16.82%
OFCM
4155
One Fin Capital Management
California
$247M +$16.2M +7% 0.7% 92% 28 39.29%
FFG
4156
Frisch Financial Group
New York
$246M +$37.9M +18% 2.7% 66.6% 127 20.47%
SC
4157
Stephens Consulting
Michigan
$246M -$6.12M -2% 3.5% 50.1% 524 8.78%
SIA
4158
SkyView Investment Advisors
New Jersey
$246M -$155M -39% 1.01% 62.6% 805 30.81%
LFA
4159
Landmark Financial Advisors
Kentucky
$246M +$2.43M +1% 2.8% 11.8% 93 7.53%
BBNB
4160
Baker Boyer National Bank
Washington
$246M -$24.5M -9% 3.44% 44.7% 92 22.83%
WWM
4161
Wiser Wealth Management
Georgia
$246M -$3.09M -1% 2.95% 46.7% 38 13.16%
MAG
4162
Mokosak Advisory Group
Iowa
$246M -$7.07M -3% 4.25% 57.1% 26 3.85%
MLA
4163
My Legacy Advisors
Oregon
$246M -$8.52M -3% 3.35% 49.1% 222 15.77%
GPA
4164
Guidance Point Advisors
Massachusetts
$246M -$14.7M -6% 3.14% 67.1% 78 8.97%
NME
4165
Notis-McConarty Edward
$246M -$16.9M -6% 3.02% 91.2% 97 8.25%
MFGP
4166
Marshall Financial Group (Pennsylvania)
Pennsylvania
$245M -$15.4M -6% 4.22% 65.5% 50 4%
SF
4167
Susquehanna Foundation
Pennsylvania
$245M -$8.25M -3% 3.2% 36.7% 4 0%
SA
4168
Shilanski & Associates
Alaska
$245M -$1.88M -0.8% 1.56% 84.2% 117 20.51%
NC
4169
NinePointTwo Capital
California
$245M -$13M -5% 2.29% 1.62% 343 58.31%
TOGEPT
4170
Trustees of General Electric Pension Trust
Connecticut
$245M +$104M +74% 0.69% 184% 2 50%
IWMA
4171
Ironwood Wealth Management (Arizona)
Arizona
$245M -$23.5M -9% 4.3% 31.1% 47 12.77%
VIA
4172
Vickerman Investment Advisors
Washington
$245M -$11M -4% 2.41% 47.3% 67 4.48%
AA
4173
Auxano Advisors
Washington
$245M -$5.37M -2% 2.49% 85.4% 107 9.35%
CWAF
4174
Core Wealth Advisors (Florida)
Florida
$244M -$4.73M -2% 3.8% 59.7% 246 7.32%
PFS
4175
Physicians Financial Services
North Carolina
$244M -$10.3M -4% 3.32% 100% 109 4.59%