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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
WFS
5376
Weitzel Financial Services
Iowa
$246M +$9.9M +4% 4.5% 42.4% 49 4.08%
MAWCM
5377
Mine & Arao Wealth Creation & Management
California
$246M +$22.1M +10% 10.2% 92% 78 6.41%
MCM
5378
Moerus Capital Management
New York
$246M +$11.7M +5% 11.8% 220% 14 7.14%
GFA
5379
Grunden Financial Advisory
Texas
$246M +$19.5M +9% 4.93% 32 6.25%
MWA
5380
Mills Wealth Advisors
Texas
$246M +$27.7M +13% 4.39% 37.4% 74 12.16%
TWA
5381
Trellis Wealth Advisors
California
$246M +$16M +7% 6.65% 57.2% 38 2.63%
KIC
5382
Kensington Investment Counsel
California
$246M +$12.3M +5% 4.8% 81.9% 108 10.19%
RFG
5383
RFP Financial Group
Georgia
$246M +$3.34M +1% 6.53% 53.2% 112 25.89%
PWM
5384
Parkshore Wealth Management
California
$245M +$40.8M +20% 7.71% 70 11.43%
RSC
5385
Red Spruce Capital
Pennsylvania
$245M +$14.5M +6% 7.88% 93.3% 93 4.3%
GBI
5386
GP Brinson Investments
Illinois
$245M +$10.7M +5% 4.67% 45.5% 16 0%
CNBT
5387
Cornerstone National Bank & Trust
Illinois
$245M +$12.7M +5% 4.24% 33.9% 178 7.87%
KTM
5388
Keeler Thomas Management
Utah
$245M +$12.7M +5% 2.94% 46.1% 110 9.09%
NAG
5389
Northstar Advisory Group
New Jersey
$245M +$40.1M +20% 13% 141% 122 27.05%
LCAM
5390
Long Corridor Asset Management
Hong Kong
$245M -$32.5M -12% 11.8% 73.6% 25 40%
CIA
5391
Caerus Investment Advisors
Texas
$245M +$140M +133% 9.97% 85% 270 87.78%
BIA
5392
Beacon Investment Advisors
Maryland
$244M +$12.6M +5% 4.78% 96.4% 167 5.39%
AC
5393
AMS Capital
Brazil
$244M -$20.3M -8% 3.43% 63.1% 18 38.89%
TW
5394
Towerpoint Wealth
California
$244M +$18.8M +8% 7.08% 62.4% 94 9.57%
AA
5395
AJ Advisors
Tennessee
$244M +$19.6M +9% 5.87% 59.8% 38 7.89%
HFP
5396
Holistic Financial Partners
Indiana
$244M +$15.8M +7% 5.75% 95.7% 140 9.29%
1NWS
5397
1 North Wealth Services
Maryland
$244M -$7.87M -3% 5.84% 271 6.27%
BCM
5398
Brightline Capital Management
Florida
$244M +$11.8M +5% 45.6% 810% 16 43.75%
SCA
5399
Strathmore Capital Advisors
North Carolina
$244M +$17.7M +8% 6.84% 108 7.41%
WFG
5400
Wills Financial Group
Virginia
$244M +$13.4M +6% 7.05% 57.5% 71 8.45%