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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
LFA
5376
LifeGuide Financial Advisors
Pennsylvania
$148M +$23.7M +19% 35
TCFP
5377
Treasure Coast Financial Planning
Florida
$148M +$4.91M +3% 41
DAM
5378
Derbend Asset Management
Georgia
$148M +$14.4M +11% 85
FWA
5379
FOCUS Wealth Advisors
Texas
$148M -$4.41M -3% 70
PSIWM
5380
Paradigm Strategies in Wealth Management
Minnesota
$148M +$20.7M +16% 45
BHBT
5381
Burke & Herbert Bank & Trust
Virginia
$148M +$11.6M +9% 140
GB
5382
Gunma Bank
Japan
$148M -$79.7M -35% 40
GSB
5383
Greenfield Savings Bank
Massachusetts
$148M -$6.16M -4% 146
ACP
5384
Acuta Capital Partners
California
$148M +$19.1M +15% 48
PIA
5385
Pinion Investment Advisors
Kansas
$148M +$40.9M +38% 162
TVWM
5386
Tower View Wealth Management
Wisconsin
$147M -$1.35M -0.9% 197
CJFS
5387
Coulter & Justus Financial Services
Tennessee
$147M -$5.92M -4% 50
HNWA
5388
Henrickson Nauta Wealth Advisors
Michigan
$147M +$8.46M +6% 61
EP
5389
EPIQ Partners
Minnesota
$147M +$2.32M +2% 80
VIA
5390
Virtus Investment Advisers
Connecticut
$147M +$4.45M +3% 303
IFA
5391
Interactive Financial Advisors
Illinois
$147M -$8.77M -6% 85
PSFG
5392
Prairie Sky Financial Group
Illinois
$147M 79
OFW
5393
Omnia Family Wealth
Florida
$147M +$17.2M +13% 70
WPW
5394
Warther Private Wealth
Ohio
$147M +$15.8M +12% 73
MM
5395
MQS Management
New York
$147M -$8.73M -6% 635
FCFC
5396
First Citizens Financial Corp
Iowa
$147M 112
SWM
5397
Solano Wealth Management
California
$147M +$10.1M +7% 24
NC
5398
Naman Capital
Brazil
$147M +$25.2M +21% 11
JKSF
5399
John & Kathleen Schreiber Foundation
Illinois
$147M +$15.8M +12% 4
CWA
5400
Choice Wealth Advisors
Maine
$147M +$9.43M +7% 24