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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
TA
4426
Tactive Advisors
Florida
$406M +$51.3M +14% 22.4% 317 26.5%
ATI
4427
ARK & TLK Investments
Oklahoma
$406M +$36.4M +10% 12.7% 128 7.81%
WCM
4428
Whitefort Capital Management
New York
$406M +$66.6M +20% 25.8% 243% 22 22.73%
HC
4429
Headland Capital
South Carolina
$406M +$50.6M +14% 12.6% 68 16.18%
BFWA
4430
Benchmark Financial Wealth Advisors
Florida
$405M +$44.4M +12% 14.2% 70.6% 160 25%
CS
4431
Cisco Systems
California
$405M +$88.1M +28% 17.9% 212% 6 50%
MA
4432
Modus Advisors
Minnesota
$405M +$41.7M +11% 17.8% 89.5% 125 12%
TAM
4433
Tucker Asset Management
Colorado
$405M +$70.4M +21% 16.9% 64.2% 465 27.1%
WKWM
4434
Walter & Keenan Wealth Management
Indiana
$405M +$49.3M +14% 14.6% 92% 170 8.82%
SWM
4435
Seaside Wealth Management
California
$405M +$49M +14% 11.4% 53.4% 74 16.22%
RGC
4436
Roberts, Glore & Co
Illinois
$404M +$40.5M +11% 14.1% 72.3% 254 18.11%
BWM
4437
Buckley Wealth Management
Nevada
$404M +$12.5M +3% 11.7% 88% 113 16.81%
BCFS
4438
Butensky & Cohen Financial Security
Florida
$404M +$24.4M +6% 14.3% 72.2% 102 6.86%
PWM
4439
Proathlete Wealth Management
Florida
$404M +$43.5M +12% 13.6% 313 9.58%
MSCM
4440
McElhenny Sheffield Capital Management
Texas
$404M +$399K +0.1% 4.5% 86.3% 127 40.16%
ACM
4441
Arcataur Capital Management
Wisconsin
$403M +$44.1M +12% 14.1% 60% 110 10.91%
WI
4442
WBI Investments
New Jersey
$403M +$41.1M +11% 20.6% 97.3% 381 52.76%
BHBT
4443
Burke & Herbert Bank & Trust
Virginia
$403M +$41.5M +11% 13.6% 67.8% 255 11.37%
OFP
4444
OLIO Financial Planning
Virginia
$403M +$42.2M +12% 11% 47.8% 73 8.22%
CYG
4445
Clean Yield Group
Vermont
$403M +$47.8M +13% 14.5% 65% 413 11.14%
OAJ
4446
Ogorek Anthony Joseph
New York
$403M +$37.8M +10% 12.6% 61.1% 712 5.48%
MWM
4447
Manske Wealth Management
Texas
$403M +$45.7M +13% 12% 235 12.34%
GAM
4448
Grandview Asset Management
Pennsylvania
$403M +$60.9M +18% 25.2% 172% 150 11.33%
SWM
4449
Sterling Wealth Management
Illinois
$402M +$38M +10% 10.3% 121 11.57%
GMF
4450
Grace & Mercy Foundation
New York
$402M -$7.99M -2% 4.59% 67.6% 21 0%