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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
PB
5501
Prime Buchholz
New Hampshire
$277M +$86.1M +45% 14.8% 41 48.78%
BWM
5502
Buska Wealth Management
Wisconsin
$277M +$28.4M +11% 11.9% 85 17.65%
HSWM
5503
Hubbell Strickland Wealth Management
Louisiana
$277M +$26.2M +10% 10.4% 56.8% 88 6.82%
VAF
5504
Values Added Financial
District of Columbia
$277M +$39.2M +17% 13.6% 58.3% 151 13.91%
GCM
5505
Gables Capital Management
Florida
$277M +$40.9M +17% 23% 151% 516 10.27%
AWG
5506
Altus Wealth Group
Colorado
$277M +$32.7M +13% 17.5% 68.6% 161 14.29%
EAM
5507
Exane Asset Management
France
$277M -$213M -43% 20.2% 77.5% 40 50%
MAWAG
5508
Mid-American Wealth Advisory Group
Missouri
$277M +$39.9M +17% 5.95% 12.3% 77 42.86%
TWM
5509
Tumwater Wealth Management
Idaho
$277M +$27.9M +11% 10.7% 36 13.89%
WR
5510
WD Rutherford
Oregon
$276M +$51.2M +23% 40.3% 170% 78 12.82%
BIA
5511
Bigelow Investment Advisors
Maine
$276M +$26.4M +11% 14.2% 67.1% 163 9.82%
DCM
5512
Dean Capital Management
Kansas
$276M +$34.7M +14% 17.8% 89.7% 125 21.6%
CP
5513
Creekside Partners
California
$276M +$33.3M +14% 13.3% 197 9.14%
KG
5514
Kilter Group
New York
$276M +$44M +19% 17.8% 1,743 19.45%
W
5515
WealthCollab
Washington
$276M +$33.2M +14% 10% 1,067 17.62%
TIA
5516
Tiemann Investment Advisors
California
$276M +$21.1M +8% 15.5% 77% 217 10.6%
MAWCM
5517
Mine & Arao Wealth Creation & Management
California
$276M +$37.6M +16% 17.5% 92% 80 8.75%
MAG
5518
MRA Advisory Group
New Jersey
$276M +$30.6M +12% 17.1% 84.5% 181 33.7%
ICP
5519
Islander Capital Partners
California
$276M -$32.2M -10% 19.5% 19 42.11%
WAP
5520
Wealth Analytics Partners
California
$276M +$29.7M +12% 11.9% 50 8%
GWS
5521
Greykasell Wealth Strategies
California
$275M +$27.4M +11% 18% 570 15.79%
DWM
5522
Dopkins Wealth Management
New York
$275M +$26.3M +11% 11.7% 64.4% 95 8.42%
VWA
5523
Valued Wealth Advisors
Utah
$275M +$28.4M +12% 10.9% 936 22.76%
UWS
5524
Unique Wealth Strategies
Illinois
$275M +$28.6M +12% 18.7% 276 41.3%
SCM
5525
Spreng Capital Management
Ohio
$275M +$62.9M +30% 13.9% 72.5% 79 18.99%