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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
WI
4976
Wafra Inc
New York
$239M +$881K +0.4% 2.31% 45.9% 2 0%
DIP
4977
Davis Investment Partners
North Carolina
$239M -$4.55M -2% 5.92% 88.9% 126 14.29%
HWM
4978
Hassell Wealth Management
Louisiana
$239M +$15.4M +7% 5.51% 46.3% 27 0%
CRI
4979
Commonwealth Retirement Investments
Virginia
$238M +$20.1M +9% 7.69% 84.4% 94 5.32%
GSC
4980
G&S Capital
Colorado
$238M +$8.41M +4% 6.85% 77.2% 132 19.7%
WFG
4981
Wills Financial Group
Virginia
$238M +$21.3M +10% 9.11% 57.5% 66 6.06%
KPP
4982
Kings Path Partners
Texas
$238M +$26.1M +12% 5.96% 312 13.78%
HA
4983
Hanover Advisors
South Carolina
$238M +$13.1M +6% 5.13% 95 6.32%
SIM
4984
Sentry Investment Management
Wisconsin
$238M +$12.9M +6% 7.37% 103% 499 12.63%
WIM
4985
WIM Investment Management
Hong Kong
$238M 9.09% 14
BSI
4986
Bennett Selby Investments
Maine
$238M +$15.1M +7% 6.61% 69.8% 76 7.89%
LAM
4987
Lynch Asset Management
Pennsylvania
$238M +$3.49M +1% 2.07% 190% 43 2.33%
OFP
4988
OLIO Financial Planning
Virginia
$238M +$551K +0.2% 6.48% 47.8% 52 0%
W
4989
WorthPointe
California
$238M +$18.3M +8% 6.52% 59.7% 85 23.53%
JCM
4990
Jacobsen Capital Management
Utah
$238M +$13.8M +6% 6.54% 86.7% 106 12.26%
SHA
4991
Seneca House Advisors
Virginia
$237M +$6.85M +3% 6.5% 58.2% 89 11.24%
ODA
4992
One Degree Advisors
California
$237M +$29.9M +14% 5.76% 65 24.62%
CG
4993
Castellan Group
Kentucky
$237M +$27.2M +13% 13.7% 196% 67 23.88%
UWS
4994
Unique Wealth Strategies
Illinois
$237M +$23.8M +11% 7.47% 704 76.28%
PHAM
4995
Palisades Hudson Asset Management
Florida
$237M +$19.4M +9% 7.53% 66.8% 105 14.29%
KA
4996
Kercheville Advisors
Texas
$237M +$6.61M +3% 5.2% 240% 93 18.28%
IAM
4997
Infusive Asset Management
New York
$237M -$10.8M -4% 5.57% 33.8% 41 24.39%
IRAG
4998
Investment Research & Advisory Group
Georgia
$237M +$11.3M +5% 6.13% 88.6% 219 10.96%
CG
4999
Clarus Group
Texas
$237M +$10.4M +5% 4.23% 65.5% 126 20.63%
BCM
5000
Brightline Capital Management
Florida
$237M +$35.3M +18% 21.4% 810% 25 44%