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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
LL
4476
LPWM LLC
Minnesota
$179M -$21.5M -11% 14.5% 54.3% 69 15.94%
PWC
4477
PYA Waltman Capital
Tennessee
$179M -$23.7M -12% 13.4% 60.6% 221 6.33%
AFR
4478
Applied Fundamental Research
Massachusetts
$179M -$42.8M -19% 12.5% 38% 11 9.09%
EF
4479
Exeter Financial
Arizona
$179M -$5.21M -3% 9.3% 50.4% 88 6.82%
OWM
4480
Olympus Wealth Management
Utah
$179M -$27.5M -13% 13.1% 43.1% 14 14.29%
MCC
4481
Malaga Cove Capital
California
$179M -$40.8M -19% 16.9% 88.1% 180 21.67%
GMH
4482
General Motors Holdings
Michigan
$179M -$286M -61% 59.6% 4.73% 4 25%
II
4483
INCA Investments
Florida
$179M -$11.2M -6% 27.8% 128% 12 33.33%
GWA
4484
GGM Wealth Advisors
Maryland
$179M -$20.5M -10% 11.7% 25.9% 142 10.56%
PFA
4485
Professional Financial Advisors
Nebraska
$179M -$52.6M -23% 13% 52.8% 529 13.23%
DFA
4486
DHJJ Financial Advisors
Illinois
$179M -$29.4M -14% 13.8% 56.7% 138 8.7%
ITIM
4487
Indiana Trust & Investment Management
Indiana
$179M -$29.2M -14% 7.52% 104% 120 6.67%
WCG
4488
Weaver Consulting Group
California
$179M -$27.3M -13% 12.5% 43.5% 180 13.89%
GAM
4489
Grandview Asset Management
Pennsylvania
$179M -$57.7M -24% 18.3% 172% 136 8.09%
WGRM
4490
Waterton Global Resource Management
Ontario, Canada
$179M -$166M -48% 48% 21% 1 0%
CWA
4491
Centennial Wealth Advisory
Michigan
$178M -$4.48M -2% 9.03% 57.6% 136 36.03%
BKA
4492
Brick & Kyle Associates
Pennsylvania
$178M -$27.8M -13% 13.4% 82.3% 60 6.67%
VCG
4493
Vantage Consulting Group
Virginia
$178M -$77.9M -30% 9.07% 261% 227 11.45%
PPWM
4494
PFG Private Wealth Management
Florida
$178M -$16.5M -8% 10.2% 48.3% 344 18.31%
HPWA
4495
Hall Private Wealth Advisors
North Carolina
$178M -$9.14M -5% 14.8% 51 21.57%
PHAM
4496
Palisades Hudson Asset Management
Florida
$178M -$36M -17% 14.9% 53.9% 113 12.39%
IVMX
4497
Institutional Venture Management XIII
California
$178M -$213M -55% 35.2% 5 20%
OFP
4498
OLIO Financial Planning
Virginia
$178M +$3.19M +2% 11.3% 47.8% 47 8.51%
UFA
4499
US Financial Advisors
Massachusetts
$178M -$29.9M -14% 12.5% 12.6% 83 37.35%
WCM
4500
W Capital Management
New York
$178M -$95M -35% 31.1% 6 0%