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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
YWS
5326
Yarger Wealth Strategies
Ohio
$248M +$15.8M +7% 4.22% 55.1% 134 13.43%
MC
5327
Mount Capital
United Kingdom
$248M +$641K +0.3% 0.55% 27.9% 18 11.11%
GWS
5328
Greykasell Wealth Strategies
California
$248M -$5.23M -2% 1.17% 573 15.18%
SCM
5329
Segra Capital Management
Florida
$248M +$107M +76% 6.62% 116% 14 71.43%
AAG
5330
Avalon Advisory Group
Pennsylvania
$248M +$2.79M +1% 2.5% 41.4% 13 7.69%
TW
5331
Towerpoint Wealth
California
$248M -$4.75M -2% 1.27% 62.4% 98 11.22%
IFPG
5332
Intrepid Financial Planning Group
Indiana
$248M -$15.3M -6% 3.29% 64.1% 131 11.45%
ACA
5333
American Capital Advisory
Idaho
$248M +$16.9M +7% 0.5% 1,221 18.18%
AI
5334
AXS Investments
New York
$248M -$42.8M -15% 4.84% 69.6% 205 12.2%
MHWM
5335
Montz Harcus Wealth Management
Louisiana
$248M +$916K +0.4% 2.3% 74.1% 96 10.42%
EPW
5336
Evergreen Private Wealth
Colorado
$247M -$6.29M -2% 0.54% 95 13.68%
NF
5337
NavPoint Financial
Minnesota
$247M +$13.3M +6% 0.26% 75 9.33%
AB
5338
ANB Bank
Colorado
$247M -$4.8M -2% 0.18% 137 14.6%
PWS
5339
Peloton Wealth Strategists
Indiana
$247M -$10.8M -4% 2.32% 41.1% 100 24%
BFM
5340
Blacksheep Fund Management
Ireland
$247M +$1.24M +0.5% 15.7% 81.6% 8 0%
VWM
5341
Vivid Wealth Management
Iowa
$247M -$10.2M -4% 0.14% 73 21.92%
RC
5342
Resolute Capital
South Carolina
$247M +$7.61M +3% 1.1% 62 14.52%
HWA
5343
Hillcrest Wealth Advisors
New Jersey
$247M +$14.6M +6% 1.57% 55% 55 12.73%
FA
5344
FF Advisors
California
$247M +$22.3M +10% 1.67% 122 19.67%
VWA
5345
Valued Wealth Advisors
Utah
$247M +$19.4M +9% 2.46% 771 19.2%
IAM
5346
Iridian Asset Management
Connecticut
$247M -$24.9M -9% 5.75% 82.5% 48 22.92%
MICM
5347
Matthews International Capital Management
California
$246M -$82.9M -25% 0.05% 227% 47 36.17%
UWS
5348
Unique Wealth Strategies
Illinois
$246M -$10.3M -4% 1.92% 266 39.85%
VP
5349
Verisail Partners
Georgia
$246M +$3.02M +1% 0.11% 26 15.38%
ZEP
5350
Zeno Equity Partners
United Kingdom
$246M +$5.28M +2% 4.28% 16 50%