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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
BC
4526
Bruce & Co
Illinois
$308M -$3.36M -1% 0.66% 94.5% 43 6.98%
WIC
4527
WealthBridge Investment Counsel
Alberta, Canada
$308M +$33.7M +12% 12% 92.5% 48 4.17%
MW
4528
Marks Wealth
Maryland
$308M +$35.9M +13% 18.5% 169% 28 64.29%
BWCS
4529
Beirne Wealth Consulting Services
Connecticut
$308M +$27.6M +10% 8.96% 75.4% 106 6.6%
SC
4530
Steph & Co
Wisconsin
$308M +$30.1M +11% 8.01% 56.8% 314 22.93%
PWS
4531
Precision Wealth Strategies
Missouri
$308M +$177M +136% 10.9% 106% 194 56.7%
JF
4532
Joule Financial
Kentucky
$308M +$23.1M +8% 8.17% 55.5% 118 21.19%
NC
4533
Naman Capital
Brazil
$308M +$53M +21% 7.54% 89.9% 13 7.69%
FLI
4534
Family Legacy Inc
South Carolina
$308M +$16.1M +6% 8.43% 87.8% 122 2.46%
FMB
4535
Field & Main Bank
Kentucky
$307M +$24.2M +9% 12.1% 107% 244 2.87%
MSG
4536
Main Street Group
Virginia
$307M +$47.8M +18% 15.1% 885 14.92%
NC
4537
Nixon Capital
Texas
$307M +$17.7M +6% 16.9% 118% 28 32.14%
NLP
4538
Next Level Private
New York
$307M +$38.8M +14% 11.5% 92.4% 154 11.69%
GJWM
4539
Gilliland Jeter Wealth Management
Arkansas
$307M +$24.2M +9% 12.3% 187 10.7%
ST
4540
Somerset Trust
Pennsylvania
$307M +$26M +9% 7.46% 69.7% 186 11.29%
WLPWM
4541
Walled Lake Planning & Wealth Management
Illinois
$307M +$24.9M +9% 4.96% 51.7% 146 12.33%
CFP
4542
Cypress Financial Planning
New Jersey
$306M +$26.3M +9% 6.21% 37.9% 88 12.5%
GB
4543
Gunma Bank
Japan
$306M -$4.19M -1% 1.59% 24.5% 33 9.09%
GWM
4544
Graybill Wealth Management
Illinois
$306M +$14.8M +5% 10% 190 58.42%
MTIC
4545
Missouri Trust & Investment Company
Missouri
$306M +$21.2M +7% 8.6% 65.1% 441 9.52%
SGA
4546
Sector Gamma AS
Norway
$306M -$6.25M -2% 3.32% 35.3% 39 17.95%
PWM
4547
Provident Wealth Management
Tennessee
$306M +$15.6M +5% 7.35% 53.3% 143 9.09%
LW
4548
Libra Wealth
California
$306M +$39.3M +15% 10.4% 58.2% 72 16.67%
MFA
4549
Morling Financial Advisors
California
$306M +$15.2M +5% 15% 91.2% 131 29.77%
OBGC
4550
O'Brien Greene & Co
Pennsylvania
$306M +$7.64M +3% 5.73% 81.4% 148 16.22%