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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
TWA
5301
Trellis Wealth Advisors
California
$230M +$23.7M +11% 9.41% 57.2% 37 5.41%
GFG
5302
Greenbush Financial Group
New York
$230M +$28.5M +14% 9.49% 33 3.03%
LK
5303
Lumbard & Kellner
New Hampshire
$229M +$2.62M +1% 14.9% 105% 97 24.74%
SAM
5304
Stenahm Asset Management
Guernsey
$229M -$16.3M -7% 10.4% 33 42.42%
CWM
5305
Collaborative Wealth Management
Florida
$229M +$15.4M +7% 5.19% 35.8% 188 11.17%
CI
5306
Cherokee Insurance
Michigan
$229M +$2.92M +1% 1.36% 124 2.42%
RFA
5307
Register Financial Advisors
Georgia
$229M +$36.9M +19% 16.3% 126% 347 15.85%
WIM
5308
Wittenberg Investment Management
Massachusetts
$229M +$7.21M +3% 4.82% 86.2% 80 12.5%
BC
5309
Bayforest Capital
United Kingdom
$229M -$725K -0.3% 10.6% 939 48.35%
GPFA
5310
Game Plan Financial Advisors
Ohio
$229M +$22.9M +11% 13.3% 398 24.37%
PGDP
5311
Pragma Gestao de Patrimonio
Brazil
$229M +$42.1M +23% 15.9% 59.2% 23 26.09%
VVVM4
5312
Viola Ventures VC Management 4
Israel
$229M +$30.1M +15% 59.1% 79.1% 4 25%
AWMNH
5313
Arcadia Wealth Management (New Hampshire)
New Hampshire
$229M +$26.2M +13% 9.07% 50.2% 66 15.15%
PIP
5314
Palisades Investment Partners
California
$229M +$29.5M +15% 25.1% 42 11.9%
HFP
5315
Holistic Financial Partners
Indiana
$228M +$21M +10% 6.47% 95.7% 135 14.07%
DCM
5316
Decatur Capital Management
Georgia
$228M +$35.6M +18% 21.9% 132% 42 9.52%
CW
5317
Curio Wealth
Maryland
$228M +$36.3M +19% 6.99% 409 16.14%
HIS
5318
Horizon Investment Services
Indiana
$228M +$22.4M +11% 19.1% 168% 130 21.54%
SCM
5319
Stonehill Capital Management
New York
$228M -$99.7M -30% 14.6% 145% 17 47.06%
LIA
5320
Luken Investment Analytics
Tennessee
$228M +$14.6M +7% 8.66% 47.6% 153 7.19%
VSI
5321
Verde Servicos Internacionais
Brazil
$228M +$53.1M +30% 19.4% 120% 50 66%
VPF
5322
Vantage Point Financial
Illinois
$228M +$29.5M +15% 9.35% 153 17.65%
SC
5323
Scholtz & Company
Connecticut
$228M +$25.8M +13% 15.2% 82.6% 54 9.26%
MLA
5324
MB, Levis & Associates
Pennsylvania
$228M +$12.2M +6% 4.83% 40% 286 8.04%
VWM
5325
Vivid Wealth Management
Iowa
$228M +$27.8M +14% 18.3% 67 16.42%