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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
LSIA
4601
LaSalle St. Investment Advisors
Illinois
$204M -$20.9M -9% 1.36% 61.9% 137 26.28%
DCM
4602
DGS Capital Management
New Jersey
$204M +$3.56M +2% 1.01% 177% 252 15.08%
CWM
4603
Centurion Wealth Management
Virginia
$204M -$3.09M -1% 3.75% 172 20.93%
WA
4604
Win Advisors
Florida
$204M +$129M +173% 1.85% 226% 72 87.5%
SL
4605
SOF Ltd
Cayman Islands
$204M +$11.2M +6% 5.83% 42.3% 1 0%
UCB
4606
United Community Bank
South Carolina
$204M +$90.2M +79% 2.39% 66.2% 348 37.64%
BCH
4607
Berkshire Capital Holdings
California
$204M -$38.6M -16% 1.27% 2,748% 88 4.55%
SRC
4608
Stone Run Capital
New York
$204M -$21.1M -9% 4.44% 77.8% 59 6.78%
DMBA
4609
Deseret Mutual Benefit Administrators
Utah
$204M -$53.3M -21% 2.46% 75.5% 510 3.33%
IHWM
4610
Iron Horse Wealth Management
Iowa
$204M +$132K +0.1% 3.9% 29.1% 513 39.77%
HT
4611
Headlands Technologies
Illinois
$203M -$109M -35% 1.84% 158% 1,279 70.13%
SWA
4612
Sutton Wealth Advisors
Florida
$203M -$3.04M -1% 3.4% 40.9% 893 7.39%
WCM
4613
Weik Capital Management
Pennsylvania
$203M -$8.42M -4% 0.9% 66.9% 98 5.1%
MWM
4614
MTC Wealth Management
Florida
$203M -$4.01M -2% 4.07% 30.5% 13 0%
AWC
4615
Adamsbrown Wealth Consultants
Kansas
$203M +$13.7M +7% 2.87% 55.8% 85 11.76%
SI
4616
SimpliFi Inc
California
$203M -$8.6M -4% 3.43% 26.7% 34 2.94%
LIA
4617
LSP Investment Advisors
New York
$203M +$24.5M +14% 27.3% 79.5% 24 8.33%
AZ
4618
Aquamarine Zurich
Switzerland
$203M -$6.91M -3% 2.71% 74.8% 12 0%
NSB
4619
Norway Savings Bank
Maine
$203M +$19.3M +11% 3.56% 101% 136 15.44%
SRA
4620
Summit Rock Advisors
New York
$203M -$3.36M -2% 0.59% 4 50%
PL
4621
Polianta Ltd
Jersey
$203M -$12.9M -6% 4.36% 31.6% 104 62.5%
WCM
4622
Wunderlich Capital Managemnt
Tennessee
$203M -$983K -0.5% 1.01% 33.6% 92 2.17%
LFGO
4623
Legacy Financial Group (Oklahoma)
Oklahoma
$203M +$2.42M +1% 2.75% 58.7% 73 9.59%
RL
4624
Rogco LP
Oklahoma
$203M 3.68% 53.3% 269
WE
4625
Wealth Effects
Massachusetts
$203M -$24.7M -11% 8.7% 202% 208 8.17%