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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
AA
5501
ACT Advisors
North Carolina
$254M +$5.95M +2% 2.14% 69.8% 77 20.78%
MWA
5502
Mills Wealth Advisors
Texas
$254M +$7.76M +3% 2.29% 37.4% 75 12%
FWM
5503
FMB Wealth Management
California
$253M +$17.3M +7% 3.64% 71.1% 96 12.5%
LIA
5504
Luken Investment Analytics
Tennessee
$253M -$2.53M -1% 1.23% 47.6% 401 64.34%
VC
5505
VarCov Co
Connecticut
$253M 0.45% 436
GTAM
5506
Global Trust Asset Management
Florida
$253M +$32.2M +15% 7.62% 168% 555 27.75%
GWS
5507
Greykasell Wealth Strategies
California
$253M +$15.8M +7% 3.45% 501 20.76%
CWA
5508
Choice Wealth Advisors
Maine
$253M +$19.6M +8% 1.64% 52.3% 34 8.82%
SAM
5509
S.A. Mason
Michigan
$253M +$26.3M +12% 2.64% 105% 273 10.99%
MFP
5510
Meridian Financial Partners
Virginia
$253M +$12.1M +5% 3.22% 73.1% 122 10.66%
IWS
5511
Integrity Wealth Solutions
Colorado
$253M +$28.6M +13% 2.41% 131 12.21%
ACM
5512
Ardent Capital Management
Ohio
$253M +$16.8M +7% 5.31% 77.5% 51 1.96%
TW
5513
Towerpoint Wealth
California
$253M +$8.14M +3% 2.6% 62.4% 94 9.57%
ESC
5514
Eurizon SLJ Capital
$252M 2.73% 138
PWS
5515
Proactive Wealth Strategies
Georgia
$252M +$20.1M +9% 2.9% 155 10.97%
MIM
5516
Meros Investment Management
Texas
$252M +$17.9M +8% 2.96% 102% 53 28.3%
WFC
5517
Western Financial Corp
California
$252M +$22.4M +10% 22.9% 260% 129 19.38%
AB
5518
ANB Bank
Colorado
$252M +$5.43M +2% 3.46% 143 25.87%
SHCM
5519
Silver Heights Capital Management
Ontario, Canada
$252M +$29.1M +13% 1.99% 39.8% 5 20%
RYIA
5520
Roehl & Yi Investment Advisors
Oregon
$252M +$22.1M +10% 3.02% 181 12.15%
MCF
5521
MKA Charitable Fund
California
$252M +$20.5M +9% 11.8% 1 0%
MWAL
5522
Marathon Wealth Advisors LLC
Massachusetts
$252M 4.53% 73
DG
5523
Diesslin Group
Texas
$252M 0.59% 54
CB
5524
Centennial Bank
Arkansas
$252M -$2.8M -1% 1.75% 69.9% 347 3.75%
MWM
5525
Maltin Wealth Management
New Jersey
$251M +$10.5M +4% 2.38% 51.9% 135 5.19%