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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
VW
5101
Veridan Wealth
Oregon
$270M -$27.2M -9% 9.87% 81 2.47%
FDS
5102
First Dallas Securities
Texas
$270M +$1.56M +0.6% 7.89% 163% 123 17.07%
HC
5103
Hendley & Co
Ohio
$270M -$9.5M -3% 3.04% 54.8% 50 20%
IWM
5104
Inlight Wealth Management
Georgia
$270M -$3.02M -1% 3.67% 235 78.72%
AFG
5105
American Financial Group
Ohio
$270M -$6.11M -2% 3.71% 32.5% 72 13.89%
SFS
5106
Searcy Financial Services
Kansas
$270M -$171K -0.1% 1.56% 58.5% 29 20.69%
AAMC
5107
Asset Allocation & Management Company
Illinois
$270M +$18.5M +7% 1.32% 53.8% 100 12%
AA
5108
AJ Advisors
Tennessee
$270M -$1.3M -0.5% 1.73% 59.8% 36 11.11%
TWM
5109
Triton Wealth Management
Arizona
$270M +$3.66M +1% 3.96% 134 13.43%
RCM
5110
Ratan Capital Management
Florida
$269M -$94.2M -26% 3.79% 320% 44 34.09%
ML
5111
MTCO Ltd
$269M +$22.1M +9% 6.37% 2 0%
UHC
5112
Union Heritage Capital
Michigan
$269M -$26M -9% 2.66% 82.1% 65 12.31%
SIAS
5113
Summit Investment Advisory Services
Minnesota
$269M +$4.23M +2% 2.46% 68.3% 85 8.24%
SCI
5114
Stableford Capital II
Arizona
$269M -$7.64M -3% 2.68% 59.3% 162 21.6%
HIC
5115
Harbor Island Capital
Massachusetts
$269M +$8.37M +3% 4.36% 231% 16 6.25%
MCP
5116
Martin Capital Partners
Oregon
$269M +$3.25M +1% 7.35% 35.2% 72 8.33%
HFP
5117
Holistic Financial Partners
Indiana
$269M -$6.73M -2% 3.02% 95.7% 152 14.47%
WIM
5118
Wittenberg Investment Management
Massachusetts
$269M +$8.31M +3% 2.13% 89.9% 77 10.39%
SWAG
5119
Spectrum Wealth Advisory Group
California
$269M -$3.09M -1% 2.77% 67.9% 61 11.48%
BIM
5120
Breakwater Investment Management
Washington
$269M -$7.45M -3% 1.77% 575 25.57%
PWM
5121
Power Wealth Management
Georgia
$269M -$15.3M -5% 2.06% 104 17.31%
SSWM
5122
Strait & Sound Wealth Management
California
$269M -$118K -0% 3.3% 74.6% 177 18.64%
NAG
5123
Northstar Advisory Group
New Jersey
$269M -$12.9M -5% 1.97% 141% 137 35.77%
UI
5124
Untitled Investments
New York
$269M -$64.3M -19% 6.67% 79.6% 20 35%
NWMG
5125
National Wealth Management Group
Ohio
$269M -$20M -7% 0.73% 123% 262 24.81%