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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
WFG
5176
Wills Financial Group
Virginia
$226M -$6.06M -3% 0.51% 57.5% 67 10.45%
LVIA
5177
Lind Value II ApS
Denmark
$225M +$171K +0.1% 12.8% 11 54.55%
RFG
5178
Range Financial Group
Oregon
$225M +$8.47M +4% 1.57% 188% 207 25.12%
GCM
5179
Goldstream Capital Management
Hong Kong
$225M -$131M -37% 10.9% 686% 50 20%
CIA
5180
Corigliano Investment Advisers
North Carolina
$225M +$16.4M +8% 2.22% 56 75%
SF
5181
Slagle Financial
Illinois
$225M +$3.09M +1% 1.06% 77.9% 108 10.19%
KIC
5182
Kensington Investment Counsel
California
$225M -$14.6M -6% 1.26% 81.9% 103 17.48%
SAMC
5183
Spectrum Asset Management (California)
California
$225M +$2.47M +1% 3.07% 62.9% 100 20%
AFA
5184
Alpha Financial Advisors
North Carolina
$225M +$4.01M +2% 2.17% 41.6% 53 16.98%
RWM
5185
Revisor Wealth Management
Ohio
$225M +$116M +107% 0.79% 62.8% 226 47.79%
AWG
5186
Alpha Wave Global
New York
$224M +$6.57M +3% 7.09% 226% 28 32.14%
CCM
5187
Chaney Capital Management
Washington
$224M +$13.1M +6% 2.55% 38 10.53%
VH
5188
V3 Holding
New York
$224M -$228M -50% 50.4% 1 0%
HH
5189
HWG Holdings
Texas
$224M -$81.1M -27% 3.33% 140 70.71%
T
5190
Transce3nd
Texas
$224M -$71.4M -24% 1.27% 1,633 31.29%
OPPS
5191
Obsidian Personal Planning Solutions
Maryland
$224M +$16.6M +8% 0.27% 58.2% 113 14.16%
AB
5192
ANB Bank
Colorado
$224M -$3.97M -2% 0.6% 125 15.2%
SIM
5193
Sims Investment Management
Ohio
$224M +$46.9M +27% 5.82% 45 26.67%
W
5194
WorthPointe
California
$224M -$21.9M -9% 2.23% 59.7% 101 19.8%
MCM
5195
Moerus Capital Management
New York
$224M -$50.4M -18% 8.05% 220% 19 36.84%
CNBT
5196
Cornerstone National Bank & Trust
Illinois
$224M +$5.81M +3% 0.26% 33.9% 177 10.17%
EML
5197
Eos Management LP
New York
$224M -$13.9M -6% 0.24% 152% 43 13.95%
NWWA
5198
New Wave Wealth Advisors
Arkansas
$223M -$20.8M -9% 2.79% 719 82.75%
EF
5199
Exeter Financial
Arizona
$223M +$4.48M +2% 2.06% 50.4% 91 1.1%
LAM
5200
Lynch Asset Management
Pennsylvania
$223M -$24.1M -10% 8.65% 190% 45 8.89%