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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
HSWM
5351
Hubbell Strickland Wealth Management
Louisiana
$243M +$16.3M +7% 6.78% 56.8% 85 7.06%
PL
5352
Polianta Ltd
Jersey
$243M +$10.7M +5% 4.81% 31.6% 108 63.89%
WWA
5353
Wealth Watch Advisors
Colorado
$243M +$69.9M +40% 9.3% 933 90.03%
GPP
5354
Great Point Partners
Connecticut
$242M +$88.7M +58% 120% 554% 38 52.63%
DTC
5355
Davidson Trust Company
Washington
$242M +$25.6M +12% 7.74% 64.6% 176 10.23%
SWAG
5356
Spectrum Wealth Advisory Group
California
$242M +$27.3M +13% 7.35% 57.2% 67 10.45%
HBT
5357
Heartland Bank & Trust
Illinois
$242M +$28.7M +13% 8.91% 95.5% 179 12.29%
IVLAV
5358
Index Venture Life Associates VI
Jersey
$242M +$111M +85% 84.6% 1 0%
GPFA
5359
Game Plan Financial Advisors
Ohio
$241M +$12.5M +5% 8.34% 408 24.02%
PF
5360
Prosperitas Financial
California
$241M +$28.3M +13% 11.1% 69 14.49%
DIM
5361
DC Investments Management
Virginia
$241M +$1.14M +0.5% 3.75% 44.7% 107 14.02%
RP
5362
Riverwater Partners
Wisconsin
$241M +$28.6M +13% 9.21% 85.5% 230 17.83%
MWM
5363
Maltin Wealth Management
New Jersey
$241M +$18.6M +8% 6.52% 51.9% 134 7.46%
MFP
5364
Meridian Financial Partners
Virginia
$241M +$27.9M +13% 8.22% 73.1% 113 7.08%
ACA
5365
Arena Capital Advisors
California
$241M +$171M +248% 2.94% 124% 30 23.33%
PCM
5366
Peirce Capital Management
Texas
$241M +$15M +7% 7.44% 46 15.22%
RF
5367
Robbins Farley
New Hampshire
$241M +$25.6M +12% 7.61% 98.2% 192 20.31%
MTWM
5368
Masso Torrence Wealth Management
New Jersey
$240M +$23.9M +11% 9.29% 130% 113 15.93%
LB
5369
Legacy Bridge
Iowa
$240M +$29.6M +14% 15.8% 149% 317 5.99%
PFWA
5370
Paces Ferry Wealth Advisors
Georgia
$240M +$22.6M +10% 7.32% 69.3% 131 9.16%
CB
5371
CNB Bank
Pennsylvania
$240M +$29.1M +14% 9.16% 79.1% 552 17.39%
SIA
5372
SGL Investment Advisors
Montana
$240M +$29.8M +14% 8.82% 129 9.3%
WAM
5373
Westport Asset Management
Connecticut
$240M +$13.5M +6% 8.43% 61.4% 76 1.32%
BWM
5374
Bernard Wealth Management
Michigan
$239M +$23.6M +11% 10.7% 345 11.59%
ORC
5375
O'Rourke & Company
Massachusetts
$239M +$25.1M +12% 8.38% 62.4% 168 6.55%