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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 Avg Holding
Period (Yrs)
WA1
4951
Wimmer Associates 1
California
$153M -$26.4M -15% 14.2% 78.9% 117 6.84% 4.9
Westshore Wealth
4952
Westshore Wealth
California
$153M +$4.54M +3% 14.4% 58.8% 114 34.21% 1.3
I2I
4953
Insight 2811 Inc
Illinois
$153M -$15.1M -9% 5.71% 30.8% 100 27% 3.4
Silverlake Wealth Management
4954
Silverlake Wealth Management
Vermont
$153M -$21.8M -12% 10.6% 73.3% 237 18.14% 0.4
Sittner & Nelson
4955
Sittner & Nelson
Oregon
$153M -$19.5M -11% 16% 88.1% 499 12.83% 1.2
Missouri Trust & Investment Company
4956
Missouri Trust & Investment Company
Missouri
$153M -$17.3M -10% 13.1% 65.1% 378 9.26% 0.5
Cincinnati Casualty Company
4957
Cincinnati Casualty Company
Ohio
$153M -$18.7M -11% 10.3% 56% 26 0% 6.8
Seneca House Advisors
4958
Seneca House Advisors
Virginia
$153M -$36.5M -19% 14.3% 58.2% 90 11.11% 2.8
JNE Partners
4959
JNE Partners
United Kingdom
$153M -$58.1M -28% 7.49% 100% 16 18.75% 1
Beirne Wealth Consulting Services
4960
Beirne Wealth Consulting Services
Connecticut
$153M -$26.3M -15% 12% 81.9% 109 22.94% 2.1
Blackston Financial Advisory Group
4961
Blackston Financial Advisory Group
Florida
$153M -$297K -0.2% 15.2% 69.1% 109 32.11% 0.4
FFG
4962
Fortem Financial Group
California
$153M -$75.5M -33% 13.5% 183% 214 42.99% 1.6
Act Wealth Management
4963
Act Wealth Management
Texas
$153M -$22.9M -13% 13.3% 70% 42 9.52% 1.2
BMS Financial Advisors
4964
BMS Financial Advisors
South Dakota
$153M -$4.37M -3% 13.7% – 111 21.62% 0.4
Arkfeld Wealth Strategies
4965
Arkfeld Wealth Strategies
Nebraska
$153M -$2.01M -1% 10.5% 90.8% 76 18.42% 1.8
Loveless Wealth Management
4966
Loveless Wealth Management
Montana
$153M -$24.3M -14% 10.9% – 129 5.43% 2.1
Emerson Wealth
4967
Emerson Wealth
Michigan
$153M -$27.9M -15% 16.6% 18.1% 61 9.84% 1.5
APSI
4968
Asset Planning Services Inc
Louisiana
$153M -$21.8M -13% 10.1% 138% 40 12.5% 3.5
Colonial River Investments
4969
Colonial River Investments
Virginia
$153M -$20.5M -12% 12.8% 156% 237 32.91% 0.5
Briaud Financial Planning
4970
Briaud Financial Planning
Texas
$153M -$21.6M -12% 8.69% 113% 30 20% 1.4
Kercheville Advisors
4971
Kercheville Advisors
Texas
$152M -$58.8M -28% 17.5% 261% 110 16.36% 1.2
SSCM
4972
Summit Street Capital Management
New York
$152M -$12.9M -8% 9.77% 217% 31 3.23% 4
Cooper/Haims Advisors
4973
Cooper/Haims Advisors
New York
$152M -$997K -0.6% 11.7% 53.1% 85 16.47% 2.7
Hutner Capital Management
4974
Hutner Capital Management
Vermont
$152M -$22.9M -13% 10.4% 52.2% 45 4.44% 4.6
Collaborative Wealth Management
4975
Collaborative Wealth Management
Florida
$152M – – 12.3% 41.6% 183 – 1.2