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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
WWM
4201
WT Wealth Management
Arizona
$233M -$7.73M -3% 1.85% 66.6% 119 29.41%
SSW
4202
Stone Summit Wealth
Florida
$233M -$8.06M -3% 4.76% 59.6% 140 3.57%
TP
4203
Tranquility Partners
Tennessee
$233M +$1.14M +0.5% 1.84% 67.4% 230 15.65%
IVGAI
4204
Index Venture Growth Associates III
Jersey
$233M -$60.5M -21% 18.8% 444% 3 0%
VAG
4205
VisionPoint Advisory Group
Texas
$233M -$11.3M -5% 1.87% 74.2% 845 40.59%
IC
4206
Immersion Capital
United Kingdom
$233M -$65.8M -22% 3.86% 63.4% 9 22.22%
OAM
4207
Oak Asset Management
California
$233M -$8.39M -3% 2.47% 78% 103 5.83%
FCM
4208
Forager Capital Management
Alabama
$233M -$67M -22% 4.88% 30.6% 14 7.14%
LCGC
4209
Legacy Capital Group California
California
$233M -$10.1M -4% 2.7% 129% 303 25.41%
CAM
4210
Clark Asset Management
New Hampshire
$232M +$19.3M +9% 4.02% 45.5% 88 26.14%
IAS
4211
Investment Advisory Services
Texas
$232M -$4.5M -2% 2.49% 65.4% 108 5.56%
FLA
4212
Financial Life Advisors
Texas
$232M -$7.23M -3% 3.94% 42.7% 60 8.33%
DSA
4213
Droms Strauss Advisors
Missouri
$232M -$7.3M -3% 3.52% 56.1% 65 6.15%
GIP
4214
Gavilan Investment Partners
California
$232M +$7.88M +4% 3.17% 123% 14 7.14%
FWM
4215
ForthRight Wealth Management
Georgia
$232M -$7.14M -3% 3.88% 36.6% 59 8.47%
WRTC
4216
Wind River Trust Company
Wyoming
$232M +$211K +0.1% 3.95% 51% 9 0%
FW
4217
FirstPurpose Wealth
Utah
$232M -$2.02M -0.9% 2.72% 209 11.48%
PA
4218
Pantechnicon Advisors
United Kingdom
$231M +$13.6M +6% 0.58% 19 21.05%
BC
4219
Beaconlight Capital
New York
$231M +$13.8M +6% 5.46% 221% 36 30.56%
SFCL
4220
Strengthening Families & Communities LLC
Massachusetts
$231M +$1.95M +0.8% 3.47% 82.7% 475 13.05%
T
4221
TrueFG
Texas
$231M -$1.55M -0.7% 4.06% 51.4% 40 7.5%
GWA
4222
GGM Wealth Advisors
Maryland
$231M -$15.6M -6% 4.38% 25.9% 146 8.22%
RFN
4223
RDA Financial Network
Iowa
$231M -$6.78M -3% 2.71% 82.1% 240 14.17%
PA
4224
PSI Advisors
Florida
$231M +$3.18M +1% 2.73% 47.5% 916 12.88%
HJIM
4225
Henry James International Management
New York
$231M +$362K +0.2% 1.98% 123% 126 3.17%