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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
HC
5001
Hendley & Co
Ohio
$270M -$9.5M -3% 50
IWM
5002
Inlight Wealth Management
Georgia
$270M -$3.02M -1% 235
AFG
5003
American Financial Group
Ohio
$270M -$6.11M -2% 73
SFS
5004
Searcy Financial Services
Kansas
$270M -$171K -0.1% 29
AAMC
5005
Asset Allocation & Management Company
Illinois
$270M +$18.5M +7% 100
AA
5006
AJ Advisors
Tennessee
$270M -$1.3M -0.5% 36
TWM
5007
Triton Wealth Management
Arizona
$270M +$3.66M +1% 134
RCM
5008
Ratan Capital Management
Florida
$269M -$94.2M -26% 44
ML
5009
MTCO Ltd
$269M +$22.1M +9% 2
UHC
5010
Union Heritage Capital
Michigan
$269M -$26M -9% 65
SIAS
5011
Summit Investment Advisory Services
Minnesota
$269M +$4.23M +2% 85
SCI
5012
Stableford Capital II
Arizona
$269M -$7.64M -3% 162
HIC
5013
Harbor Island Capital
Massachusetts
$269M +$8.37M +3% 16
MCP
5014
Martin Capital Partners
Oregon
$269M +$3.25M +1% 72
HFP
5015
Holistic Financial Partners
Indiana
$269M -$6.73M -2% 152
WIM
5016
Wittenberg Investment Management
Massachusetts
$269M +$8.31M +3% 77
SWAG
5017
Spectrum Wealth Advisory Group
California
$269M -$3.09M -1% 61
BIM
5018
Breakwater Investment Management
Washington
$269M -$7.45M -3% 575
UI
5019
Untitled Investments
New York
$269M -$64.3M -19% 20
NWMG
5020
National Wealth Management Group
Ohio
$269M -$20M -7% 262
PWM
5021
Power Wealth Management
Georgia
$268M -$15.6M -5% 102
PF
5022
Prosperitas Financial
California
$268M +$11.8M +5% 101
NF
5023
Nvest Financial
New Hampshire
$268M +$27.9M +12% 142
AL
5024
AIP LLC
New York
$268M -$100M -27% 3
BWA
5025
BCU Wealth Advisors
Illinois
$268M +$6.91M +3% 64