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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
DRS
5276
Deane Retirement Strategies
Louisiana
$197M +$13.6M +7% 8.51% 64.7% 87 47.13%
WMP
5277
Wealth Management Partners
Arizona
$197M +$17.6M +10% 15.6% 179% 127 14.96%
AIM
5278
Aspen Investment Management
Michigan
$197M +$17.9M +10% 8.43% 84.9% 159 16.35%
OFS
5279
OMC Financial Services
New York
$197M 17.2% 60
HFP
5280
Holistic Financial Partners
Indiana
$197M +$30.5M +18% 14.8% 95.7% 143 21.68%
AWA
5281
Alta Wealth Advisors
Massachusetts
$197M +$17.5M +10% 11.1% 120% 133 9.02%
UBG
5282
United Bank (Georgia)
Georgia
$197M +$15.5M +9% 9.63% 81.2% 97 9.28%
SWM
5283
Silverlake Wealth Management
Vermont
$196M +$15.1M +8% 7.41% 64.5% 258 17.83%
SFS
5284
Searcy Financial Services
Kansas
$196M +$16.2M +9% 6.38% 58.5% 27 25.93%
TF
5285
Theory Financial
Colorado
$196M +$9.22M +5% 5.4% 54.5% 85 32.94%
AP
5286
Arlington Partners
Alabama
$196M -$151M -44% 7.5% 43.7% 261 78.93%
HWMA
5287
Heritage Wealth Management (Arizona)
Arizona
$196M +$11.8M +6% 6.03% 185 13.51%
DWM
5288
Denver Wealth Management
Colorado
$196M +$19.2M +11% 7.13% 64.4% 83 13.25%
VCM
5289
Verger Capital Management
North Carolina
$196M +$16.6M +9% 6.94% 53.1% 13 0%
HWA
5290
Hilltop Wealth Advisors
North Carolina
$196M +$20.2M +12% 6.57% 58.3% 52 23.08%
TWCM
5291
True Wind Capital Management
California
$196M -$142M -42% 14.8% 119% 3 33.33%
MFC
5292
Morris Financial Concepts
South Carolina
$195M +$20.4M +12% 6.32% 56.5% 174 12.07%
CB
5293
Centennial Bank
Arkansas
$195M +$28.1M +17% 7.24% 69.9% 341 7.04%
CG
5294
Castellan Group
Kentucky
$195M +$34.3M +21% 24.7% 196% 69 31.88%
CPWM
5295
Cypress Point Wealth Management
Texas
$195M +$60.7M +45% 12.2% 226% 72 26.39%
BFS
5296
Burrus Financial Services
Utah
$195M +$5.83M +3% 3.41% 30.2% 10 10%
ST
5297
Skorpios Trust
Cyprus
$195M +$119M +156% 157% 174% 2 0%
LI
5298
Latigo Investments
Florida
$195M +$14M +8% 7.02% 56.6% 20 5%
GCM
5299
Gator Capital Management
Florida
$195M +$14.1M +8% 9.17% 245% 66 9.09%
CI
5300
Chartist Inc
California
$195M +$11.1M +6% 9.58% 29 17.24%