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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
S
4301
SimplyRich
California
$427M +$36.1M +9% 22.2% 98.3% 239 33.05%
IAA
4302
Ironsides Asset Advisors
North Carolina
$427M +$28.2M +7% 8.79% 44.9% 89 16.85%
VWM
4303
Vermillion Wealth Management
Minnesota
$427M +$172M +67% 7.24% 2,561 78.72%
PA
4304
Prairie Advisory
Kansas
$426M 16.8% 167
RWM
4305
Ruedi Wealth Management
Illinois
$426M +$38M +10% 8.51% 44.9% 63 9.52%
ACMC
4306
AyurMaya Capital Management Company
New Hampshire
$426M +$92.5M +28% 27.7% 32.2% 1 0%
LWA
4307
Lifelong Wealth Advisors
Minnesota
$426M +$49.3M +13% 13.2% 103 16.5%
GIL
4308
Go Invest LLC
Utah
$426M +$76.7M +22% 10.8% 132 10.61%
WOCP
4309
White Oak Capital Partners
Singapore
$425M +$162M +61% 4.78% 18 5.56%
WMP
4310
Wealth Management Partners
Arizona
$425M +$75.1M +21% 36.4% 179% 160 11.88%
SIC
4311
Sterling Investment Counsel
New York
$425M +$68M +19% 17.7% 82.8% 207 10.14%
RI
4312
Rinkey Investments
California
$425M +$33.8M +9% 8.89% 38.4% 137 15.33%
SL
4313
SWMG LLC
Texas
$424M +$74.3M +21% 15.9% 61.3% 134 35.82%
FP
4314
Fivespan Partners
California
$424M +$46.9M +12% 1.84% 6 33.33%
AFWM
4315
AMJ Financial Wealth Management
Virginia
$424M $0 0% 14.6% 167% 86 0%
MAMA
4316
Myriad Asset Management Advisors
Florida
$424M +$84.4M +25% 25.7% 67 56.72%
MWP
4317
Meredith Wealth Planning
Illinois
$424M +$54.6M +15% 12.3% 66.3% 76 10.53%
WTFG
4318
Wood Tarver Financial Group
Idaho
$424M +$61.7M +17% 16% 170 11.76%
ACM
4319
Avalon Capital Management
California
$423M +$69.1M +19% 16% 151% 143 23.78%
WPC
4320
White Pine Capital
Minnesota
$423M +$55.5M +15% 26.2% 143% 247 9.72%
MVP
4321
Miller Value Partners
Florida
$423M +$39.9M +10% 9.46% 133% 59 11.86%
BA
4322
Birinyi Associates
Connecticut
$423M +$55.6M +15% 20.4% 113% 63 7.94%
MI
4323
M3F Inc
Utah
$422M +$18.7M +5% 21.6% 176% 30 33.33%
WC
4324
Westwind Capital
New Mexico
$422M +$5.64M +1% 24.1% 78.1% 107 56.07%
GL
4325
Globe Life
Texas
$422M +$40.8M +11% 13.1% 60.1% 2 0%