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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
TBT
5151
Texas Bank & Trust
Texas
$266M -$8.71M -3% 1% 187 11.23%
SEM
5152
Strategic Equity Management
Arizona
$266M -$28.9M -10% 0.77% 70.3% 81 29.63%
LAM
5153
LECAP Asset Management
United Kingdom
$266M +$14.8M +6% 4.52% 406 66.01%
DWA
5154
Delap Wealth Advisory
Oregon
$266M +$6.67M +3% 0.25% 66.1% 98 15.31%
TWC
5155
Tencap Wealth Coaching
Utah
$266M +$1.48M +0.6% 0.35% 7 0%
KWA
5156
Kondo Wealth Advisors
California
$266M +$4.29M +2% 1.09% 75 13.33%
WFS
5157
Weitzel Financial Services
Iowa
$265M +$6.98M +3% 0.74% 42.4% 51 9.8%
BCM
5158
Buckhead Capital Management
Georgia
$265M -$13.4M -5% 1.4% 67.6% 154 14.29%
WFG
5159
Wills Financial Group
Virginia
$265M +$3.67M +1% 2.47% 51.7% 80 15%
AFA
5160
Alta Fundamental Advisers
New York
$265M +$43.5M +20% 21.4% 340% 29 41.38%
WRTC
5161
Wind River Trust Company
Wyoming
$265M -$2.62M -1% 2.15% 51% 11 9.09%
LWMI
5162
Landmark Wealth Management (Illinois)
Illinois
$265M +$335K +0.1% 1.15% 42 7.14%
TP
5163
Tranquility Partners
Tennessee
$265M -$12.5M -5% 3.48% 67.4% 239 10.46%
BIA
5164
Beacon Investment Advisors
Maryland
$265M +$15.6M +6% 4.71% 96.4% 174 8.05%
NI
5165
NYL Investors
New York
$265M -$29.7M -10% 0.75% 7.55% 32 3.13%
RCS
5166
Retirement Capital Strategies
California
$265M -$5.08M -2% 2.34% 50.2% 73 21.92%
FH
5167
FWG Holdings
Florida
$265M +$1.11M +0.4% 0.69% 70.6% 143 23.78%
IA
5168
IMZ Advisory
Florida
$264M -$8.71M -3% 3.98% 40 5%
FI
5169
FIDELIS iM
Oregon
$264M +$6.7M +3% 1.23% 40.1% 27 14.81%
SC
5170
Saiph Capital
New Jersey
$264M -$14.1M -5% 5.13% 52.4% 79 15.19%
SST
5171
S Squared Technology
New York
$264M +$5.96M +2% 3.73% 138% 37 18.92%
BFA
5172
Brown Financial Advisors
Ohio
$264M -$9.21M -3% 1.09% 214 31.31%
SAM
5173
Silphium Asset Management
United Kingdom
$264M +$28.1M +12% 1.99% 128% 56 32.14%
FDW
5174
Fourth Dimension Wealth
Ohio
$264M -$10.3M -4% 1.6% 634 11.2%
ZIG
5175
Zullo Investment Group
Pennsylvania
$264M -$9.86M -4% 2.99% 116% 166 12.05%