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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
TB
4576
Terril Brothers
Missouri
$206M -$20.1M -9% 4.25% 94.4% 61 13.11%
S
4577
SimplyRich
California
$206M -$74.3M -26% 1.26% 98.3% 179 21.79%
LRIC
4578
Long Road Investment Counsel
Michigan
$206M -$8.51M -4% 4.27% 53.8% 69 4.35%
SRSA
4579
S.R. Schill & Associates
Washington
$206M -$14.2M -6% 5.86% 36.7% 86 16.28%
WWM
4580
WJ Wealth Management
Arizona
$206M -$5.6M -3% 1.84% 90.6% 66 12.12%
LFM
4581
LGT Fund Management
Liechtenstein
$206M -$11.9M -5% 1.74% 121% 132 31.82%
PWM
4582
Provident Wealth Management
Tennessee
$206M +$2.56M +1% 3.89% 53.3% 92 9.78%
CWA
4583
CJM Wealth Advisers
Virginia
$206M +$8.53M +4% 3.22% 71.5% 55 5.45%
AJ
4584
Ashburton (Jersey)
Jersey
$205M $0 0% 0.01% 55 0%
VC
4585
Veery Capital
Delaware
$205M -$6.55M -3% 3.75% 57.1% 87 8.05%
QWM
4586
Quaker Wealth Management
New Jersey
$205M -$16.2M -7% 3.29% 56 17.86%
TSS
4587
Thomas Story & Son
Indiana
$205M -$13.9M -6% 2.1% 91.8% 54 7.41%
SA
4588
SRH Advisors
Kansas
$205M +$17.3M +9% 3.23% 51% 307 9.12%
BCM
4589
Beddow Capital Management
Wyoming
$205M +$8.23M +4% 4.73% 50.7% 56 7.14%
GWM
4590
Graybill Wealth Management
Illinois
$205M -$5.62M -3% 3.3% 55 5.45%
GA
4591
GSG Advisors
New Jersey
$205M 3.65% 88% 84
FNWM
4592
Financial Network Wealth Management
Utah
$205M -$11.5M -5% 4.36% 107 11.21%
OFG
4593
Omega Financial Group
California
$205M -$13.7M -6% 4.07% 45.2% 82 6.1%
FSA
4594
Financial Services Advisory
Maryland
$205M -$37.3M -15% 2.92% 75.8% 58 44.83%
PG
4595
Prostatis Group
Maryland
$205M -$10.3M -5% 2.26% 72.9% 261 61.3%
LA
4596
LFL Advisers
Illinois
$205M -$12.7M -6% 0.71% 83% 11 0%
JWS
4597
Juncture Wealth Strategies
Arizona
$205M -$9.06M -4% 2.15% 71.5% 122 14.75%
IF
4598
Insight Folios
North Carolina
$205M -$34M -14% 3.4% 32.9% 117 7.69%
UOMF
4599
University of Massachusetts Foundation
Massachusetts
$205M -$7.85M -4% 3.69% 53.6% 4 0%
LSIA
4600
LaSalle St. Investment Advisors
Illinois
$204M -$20.9M -9% 1.36% 61.9% 137 26.28%