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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
I2I
4951
Insight 2811 Inc
Illinois
$153M -$15.1M -9% 5.71% 30.8% 100 27%
SWM
4952
Silverlake Wealth Management
Vermont
$153M -$21.8M -12% 10.6% 64.5% 237 18.14%
SN
4953
Sittner & Nelson
Oregon
$153M -$19.5M -11% 16% 88.1% 499 12.83%
MTIC
4954
Missouri Trust & Investment Company
Missouri
$153M -$17.3M -10% 13.1% 65.1% 378 9.26%
CCC
4955
Cincinnati Casualty Company
Ohio
$153M -$18.7M -11% 10.3% 56% 26 0%
SHA
4956
Seneca House Advisors
Virginia
$153M -$36.5M -19% 14.3% 58.2% 90 11.11%
JP
4957
JNE Partners
United Kingdom
$153M -$58.1M -28% 7.49% 100% 16 18.75%
BWCS
4958
Beirne Wealth Consulting Services
Connecticut
$153M -$26.3M -15% 12% 75.4% 109 22.94%
BFAG
4959
Blackston Financial Advisory Group
Florida
$153M -$297K -0.2% 15.2% 69.1% 109 32.11%
FFG
4960
Fortem Financial Group
California
$153M -$75.5M -33% 13.5% 179% 214 42.99%
AWM
4961
Act Wealth Management
Texas
$153M -$22.9M -13% 13.3% 66.7% 42 9.52%
BFA
4962
BMS Financial Advisors
South Dakota
$153M -$4.37M -3% 13.7% 111 21.62%
AWS
4963
Arkfeld Wealth Strategies
Nebraska
$153M -$2.01M -1% 10.5% 83.9% 76 18.42%
LWM
4964
Loveless Wealth Management
Montana
$153M -$24.3M -14% 10.9% 129 5.43%
EW
4965
Emerson Wealth
Michigan
$153M -$27.9M -15% 16.6% 18.1% 61 9.84%
APSI
4966
Asset Planning Services Inc
Louisiana
$153M -$21.8M -13% 10.1% 117% 40 12.5%
CRI
4967
Colonial River Investments
Virginia
$153M -$20.5M -12% 12.8% 144% 237 32.91%
BFP
4968
Briaud Financial Planning
Texas
$153M -$21.6M -12% 8.69% 93.1% 30 20%
KA
4969
Kercheville Advisors
Texas
$152M -$58.8M -28% 17.5% 240% 110 16.36%
SSCM
4970
Summit Street Capital Management
New York
$152M -$12.9M -8% 9.77% 217% 31 3.23%
CHA
4971
Cooper/Haims Advisors
New York
$152M -$997K -0.6% 11.7% 53.1% 85 16.47%
HCM
4972
Hutner Capital Management
Vermont
$152M -$22.9M -13% 10.4% 52.2% 45 4.44%
CWM
4973
Collaborative Wealth Management
Florida
$152M 12.3% 41.6% 183
PM
4974
Phraction Management
Connecticut
$152M -$21.6M -12% 16.1% 89.7% 69 13.04%
FF
4975
Friedenthal Financial
New Jersey
$152M -$16.9M -10% 6.55% 111% 75 40%