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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
NEGWA
4651
New England Guild Wealth Advisors
Connecticut
$169M +$25.4M +18% 11.8% 6.04% 61 13.11%
OFS
4652
Oldfather Financial Services
Nebraska
$169M +$28.1M +20% 17.2% 60.8% 62 6.45%
CSWG
4653
Cardinal Strategic Wealth Guidance
Kentucky
$168M +$27.1M +19% 8.35% 67.3% 53 3.77%
BAM
4654
Baldrige Asset Management
Pennsylvania
$168M +$20M +14% 12.9% 43.5% 85 5.88%
RRWA
4655
Rainey & Randall Wealth Advisors
Florida
$168M +$23.2M +16% 11.4% 47.8% 50 10%
PCMC
4656
Private Capital Management (Colorado)
Colorado
$168M +$40.9M +32% 16.6% 20% 122 40.98%
3F
4657
360 Financial
Minnesota
$168M +$26.5M +19% 12.7% 82.5% 82 15.85%
CT
4658
Clearstead Trust
Maine
$168M +$42.3M +34% 11.1% 111% 190 16.84%
SIGI
4659
Susquehanna International Group (Ireland)
Ireland
$168M +$56.8M +51% 11.6% 5.26% 66 78.79%
GCM
4660
Gibraltar Capital Management
Oklahoma
$168M +$24.7M +17% 17.4% 56.6% 58 17.24%
HBWM
4661
Hollow Brook Wealth Management
New York
$168M +$7.44M +5% 2.99% 92.8% 50 8%
WFA
4662
Wipfli Financial Advisors
Wisconsin
$168M 18.4% 37
PWC
4663
PYA Waltman Capital
Tennessee
$168M +$25.8M +18% 16.4% 62.4% 55 25.45%
SSW
4664
Smith Shellnut Wilson
Mississippi
$168M -$99.9M -37% 12.2% 90.2% 154 15.58%
GCP
4665
Gill Capital Partners
Colorado
$168M +$12.8M +8% 8.24% 52% 110 13.64%
RWP
4666
Reliant Wealth Planning
Kentucky
$168M +$14.5M +9% 9.43% 39.4% 6 0%
WA1
4667
Wimmer Associates 1
California
$168M +$19.2M +13% 9.9% 78.9% 115 12.17%
CPWA
4668
Cerro Pacific Wealth Advisors
California
$168M 11.7% 107
HGWM
4669
Harvest Group Wealth Management
Massachusetts
$168M +$23.3M +16% 9.4% 28.1% 916 16.7%
WA
4670
Wambolt & Associates
Colorado
$167M +$33.6M +25% 13.5% 62.2% 212 18.87%
SFS
4671
Searcy Financial Services
Kansas
$167M +$33.6M +25% 16.4% 58.5% 20 15%
GSC
4672
G&S Capital
Colorado
$167M +$28.8M +21% 11.7% 77.2% 102 25.49%
CC
4673
Codex Capital
New York
$167M +$11.7M +7% 11.1% 84.4% 39 17.95%
WC
4674
Weil Company
California
$167M +$29.8M +22% 22.4% 60.7% 138 21.01%
T
4675
TrueFG
Texas
$167M +$23.2M +16% 13.8% 51.4% 33 6.06%