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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
WFAG
4876
Wescott Financial Advisory Group
Pennsylvania
$170M +$15.7M +10% 7.64% 45% 70 18.57%
TI
4877
Truehand Inc
New Hampshire
$170M +$6.05M +4% 4.8% 86.9% 202 2.48%
JF
4878
JSF Financial
California
$170M +$10.4M +7% 6.77% 66.4% 101 4.95%
RH
4879
RFG Holdings
Texas
$170M +$10M +6% 4.15% 51.3% 33 12.12%
IPW
4880
IronBridge Private Wealth
Texas
$170M +$12.3M +8% 11.7% 125% 313 22.68%
VIM
4881
Vista Investment Management
Pennsylvania
$170M +$8.9M +6% 4.65% 42.4% 160 6.25%
RSC
4882
Red Spruce Capital
Pennsylvania
$169M +$12.2M +8% 8.26% 93.3% 91 4.4%
ICM
4883
IMS Capital Management
Oregon
$169M +$10.6M +7% 4.6% 119% 140 19.29%
PHAM
4884
Portland Hill Asset Management
United Kingdom
$169M +$21.6M +15% 10.9% 30.2% 33 3.03%
RWG
4885
Regal Wealth Group
California
$169M -$898K -0.5% 5.65% 17% 267 82.4%
EWG
4886
Executive Wealth Group
Washington
$169M +$6.57M +4% 4.94% 14.9% 48 6.25%
ANHIM
4887
Alan N. Hoffman Investment Management
Massachusetts
$169M +$19.5M +13% 12.8% 76.8% 12 0%
IC
4888
Intel Corp
California
$169M +$32.3M +24% 22.9% 55.6% 4 25%
HI
4889
Harrington Investments
California
$169M +$8.98M +6% 7.89% 92.5% 80 6.25%
VLC
4890
Van Leeuwen & Company
New Jersey
$169M +$16.6M +11% 9.78% 75.4% 81 34.57%
SICM
4891
Sustainable Insight Capital Management
New York
$169M +$18.4M +12% 7.27% 106% 145 38.62%
BWM
4892
BCGM Wealth Management
Indiana
$169M +$22.4M +15% 5.46% 47.4% 100 9%
CSA
4893
Cottage Street Advisors
Massachusetts
$168M +$16.1M +11% 8.23% 91.4% 100 11%
LFWA
4894
LBJ Family Wealth Advisors
Texas
$168M +$9.44M +6% 7.47% 59% 22 13.64%
CCC
4895
Cincinnati Casualty Company
Ohio
$168M +$9.14M +6% 6.09% 50.5% 27 3.7%
V
4896
VeraBank
Texas
$168M +$14.2M +9% 6.5% 51% 120 7.5%
GPFA
4897
Game Plan Financial Advisors
Ohio
$168M +$12.9M +8% 8.85% 113 16.81%
HGWM
4898
Harvest Group Wealth Management
Massachusetts
$168M +$8.47M +5% 3.97% 28.1% 69 57.97%
PSCM
4899
Prince Street Capital Management
New York
$168M +$28M +20% 11.9% 302% 22 45.45%
KWP
4900
Keystone Wealth Partners
Arizona
$168M +$19M +13% 3.5% 31 29.03%