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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
ACC
5276
Acorn Creek Capital
Colorado
$299M +$19.1M +7% 11.4% 92 14.13%
KWA
5277
Kondo Wealth Advisors
California
$299M +$33.6M +13% 10.3% 79 17.72%
WFA
5278
Woodward Financial Advisors
North Carolina
$299M 9.83% 66
MWM
5279
Maltin Wealth Management
New Jersey
$299M +$37.4M +14% 9.38% 51.9% 153 15.69%
SIA
5280
Schear Investment Advisers
Ohio
$299M +$72.2M +32% 56.4% 240% 85 11.76%
GWM
5281
Glass Wealth Management
Texas
$299M +$40.4M +16% 26.4% 73 13.7%
HWM
5282
HighMark Wealth Management
Minnesota
$299M +$52.9M +22% 21.8% 110% 600 13.67%
HP
5283
Highlander Partners
Texas
$298M +$42.8M +17% 21.3% 241% 46 6.52%
SFS
5284
Searcy Financial Services
Kansas
$298M +$28.5M +11% 10.7% 58.5% 28 7.14%
SC
5285
Sawyer & Company
Massachusetts
$298M +$38.2M +15% 25% 97.4% 211 10.9%
SEM
5286
Strategic Equity Management
Arizona
$298M +$31.7M +12% 15.5% 70.3% 76 22.37%
SIIL
5287
Sinvest Investments II Ltd
$298M +$11.8M +4% 4.12% 1 0%
BEP
5288
Bluescape Energy Partners
Texas
$297M -$24.8M -8% 4.09% 57.9% 5 20%
BOC
5289
Barbara Oil Co
Illinois
$297M +$37.7M +15% 19% 76.9% 74 8.11%
MA
5290
MBA Advisors
Pennsylvania
$297M +$36.8M +14% 9.52% 58.3% 169 15.38%
VWM
5291
Vertrix Wealth Management
Michigan
$297M +$25.5M +9% 12.4% 113 24.78%
FF
5292
Foundry Financial
California
$297M +$60.9M +26% 11.2% 87 19.54%
TIA
5293
TCFG Investment Advisors
California
$297M +$29.4M +11% 19.1% 317 19.24%
DC
5294
Dayah Capital
Connecticut
$297M +$35.6M +14% 7.28% 54 74.07%
HC
5295
HF Capital
Tennessee
$297M +$57.5M +24% 37.4% 5 0%
SAM
5296
Silphium Asset Management
United Kingdom
$297M +$32.6M +12% 18.9% 128% 57 19.3%
PWA
5297
Phoenix Wealth Advisors
North Carolina
$297M +$43.4M +17% 8.1% 60.1% 134 9.7%
HI
5298
Harper Investing
California
$297M +$67.4M +29% 13% 53.4% 86 15.12%
PTEAP
5299
Powszechne Towarzystwo Emerytalne Allianz Polska
Poland
$297M +$28.8M +11% 11.8% 10 0%
SWM
5300
Shrier Wealth Management
California
$296M +$22.9M +8% 6.83% 139 9.35%