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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
IFS
5526
Intelligent Financial Strategies
Minnesota
$192M +$11.1M +6% 7.84% 60.6% 83 6.02%
SIP
5527
Sellwood Investment Partners
Oregon
$192M +$5.53M +3% 0.87% 55 29.09%
AWM
5528
Ariadne Wealth Management
California
$192M -$27M -12% 0.09% 248 26.21%
WAM
5529
WFA Asset Management
Wisconsin
$191M +$6.24M +3% 0.83% 60% 266 27.07%
LFPWM
5530
Leicht Financial Planning & Wealth Management
New Jersey
$191M -$4.24M -2% 1.82% 46.3% 19 15.79%
TWA
5531
Tandem Wealth Advisors
Arizona
$191M -$4.77M -2% 0.7% 33.1% 54 5.56%
MAM
5532
Mirabaud Asset Management
United Kingdom
$191M -$23.8M -11% 3.79% 43 0%
MPW
5533
Melone Private Wealth
Michigan
$191M -$1.86M -1% 0.84% 30.3% 52 9.62%
CP
5534
Creekside Partners
California
$191M -$1.93M -1% 1.14% 167 2.99%
RWP
5535
Ridgecrest Wealth Partners
California
$191M +$6.55M +4% 3.71% 78.6% 117 12.82%
DCM
5536
Dudley Capital Management
Virginia
$191M -$7.6M -4% 0.32% 110% 143 14.69%
CWM
5537
Chicago Wealth Management
Illinois
$191M -$1.66M -0.9% 1.34% 110% 53 15.09%
CCC
5538
Compass Capital Corp
Massachusetts
$191M -$65.7M -26% 2.4% 210 15.71%
MWA
5539
Moser Wealth Advisors
Washington
$191M -$1.33M -0.7% 2.14% 171 25.73%
WFS
5540
Walker Financial Services
Kentucky
$191M +$18.8M +11% 2.05% 18.9% 36 22.22%
APW
5541
Aventura Private Wealth
Florida
$191M +$5.03M +3% 3.33% 813 10.7%
GCA
5542
GSI Capital Advisors
California
$191M +$1.68M +0.9% 2.18% 25.4% 38 36.84%
CIC
5543
Cornercap Investment Counsel
Georgia
$191M -$120M -39% 1.3% 55.4% 470 69.36%
BRG
5544
Bay Rivers Group
Virginia
$191M -$15.6M -8% 5.87% 166% 88 13.64%
WI
5545
Whitebark Investors
Nevada
$191M -$25.1M -12% 1.88% 11 36.36%
SCP
5546
Sender Company & Partners
New York
$191M +$80.4M +73% 12.2% 36.8% 103 75.73%
MSWM
5547
Master's Wealth Management
Pennsylvania
$191M +$3.22M +2% 0.47% 42 9.52%
CFS
5548
Compass Financial Services
Iowa
$191M +$13.9M +8% 2.18% 306 37.91%
PC
5549
Pelham Capital
United Kingdom
$190M +$19.3M +11% 1.78% 141% 17 35.29%
VIA
5550
Victrix Investment Advisors
Florida
$190M +$51.7M +37% 1.91% 97 36.08%