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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
PSC
5251
Prentiss Smith & Co
Vermont
$130M -$37.1M -22% 13.9% 55.2% 76 14.47%
WR
5252
WD Rutherford
Oregon
$129M -$45.5M -26% 18.5% 170% 147 32.65%
BTIM
5253
BancFirst Trust & Investment Management
Oklahoma
$129M -$26.4M -17% 5.82% 44.9% 58 37.93%
VW
5254
Vance Wealth
California
$129M +$50.3M +64% 16.2% 55.3% 68 26.47%
SVBP
5255
Strategic Value Bank Partners
Ohio
$129M -$16.1M -11% 9.93% 58.2% 20 10%
EWG
5256
Executive Wealth Group
Washington
$129M -$23.3M -15% 14.5% 14.9% 48 8.33%
IWA
5257
IVC Wealth Advisors
Pennsylvania
$129M -$23M -15% 12.2% 70.8% 151 11.26%
TCFP
5258
Treasure Coast Financial Planning
Florida
$129M -$1.32M -1% 10.2% 26.9% 37 24.32%
MBFW
5259
Morton Brown Family Wealth
Pennsylvania
$129M -$3.23M -2% 12% 50% 319 57.68%
OCM
5260
Orion Capital Management
California
$129M -$37.1M -22% 15.4% 66.8% 452 16.37%
GBWM
5261
Granite Bay Wealth Management
New Hampshire
$129M +$5.53M +4% 17.1% 41.9% 64 17.19%
BCM
5262
BCK Capital Management
Connecticut
$129M -$37.9M -23% 0.14% 161% 168 57.14%
QGA
5263
Q Global Advisors
Texas
$129M -$34.4M -21% 28.7% 58.3% 341 29.91%
APW
5264
Axim Planning & Wealth
Ohio
$129M 2.09% 13.2% 156
HFS
5265
HBC Financial Services
Washington
$129M -$9.78M -7% 13.7% 12.6% 193 12.44%
AIA
5266
Acute Investment Advisory
Arizona
$129M -$5.33M -4% 8.44% 1.68% 47 55.32%
CIG
5267
Cairn Investment Group
Washington
$129M -$29.3M -19% 12.9% 58.6% 82 19.51%
BRC
5268
Bell Rock Capital
Delaware
$129M +$21.4M +20% 11.8% 133 93.98%
AWM
5269
Altus Wealth Management
Kentucky
$129M -$16.7M -12% 15.7% 68.8% 40 15%
LSA
5270
Lansing Street Advisors
Pennsylvania
$129M -$28.5M -18% 11.1% 318 21.38%
CWMU
5271
Caliber Wealth Management (Utah)
Utah
$129M -$28.2M -18% 17.9% 36.5% 74 31.08%
RA
5272
RiverTree Advisors
Florida
$128M -$20.1M -14% 10.1% 25.4% 41 43.9%
LAS
5273
Lloyd Advisory Services
Georgia
$128M -$86.2M -40% 12.7% 611 90.02%
MI
5274
Moneywise Inc
Virginia
$128M -$23.5M -15% 14% 58% 57 24.56%
YRHAM
5275
Yong Rong (HK) Asset Management
Hong Kong
$128M +$57.5M +81% 25.6% 3,176% 18 61.11%