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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
WCM
5551
Wisconsin Capital Management
Wisconsin
$190M -$6.89M -3% 1.88% 153% 52 15.38%
ATWA
5552
Arbor Trust Wealth Advisors
Michigan
$190M $0 0% 6.1% 52.8% 100 0%
OCFG
5553
O'Connor Financial Group
Illinois
$190M +$18.4M +11% 5.6% 44.9% 55 5.45%
CIA
5554
Citadel Investment Advisory
Ohio
$190M +$14.3M +8% 8.03% 67.4% 83 3.61%
AIA
5555
Alternative Investment Advisors
Florida
$190M +$15.2M +9% 5.61% 51 13.73%
TSW
5556
Three Seasons Wealth
Utah
$190M +$9.2M +5% 7.48% 119 36.97%
OAS
5557
Optivise Advisory Services
Tennessee
$190M +$4.83M +3% 3.72% 192 21.35%
CPSC
5558
Carl P. Sherr & Co
Massachusetts
$190M +$10.7M +6% 7.14% 61.4% 120 8.33%
NIWA
5559
New Insight Wealth Advisors
California
$190M +$20.1M +12% 6.97% 93 12.9%
AWMNH
5560
Arcadia Wealth Management (New Hampshire)
New Hampshire
$190M +$14.9M +9% 5.57% 50.2% 65 9.23%
EFP
5561
Envision Financial Planning
Tennessee
$190M +$59M +45% 5.17% 38 26.32%
TCM
5562
Tandem Capital Management
New Jersey
$190M +$7.35M +4% 8.12% 83.8% 118 7.63%
PMIA
5563
Patrick Mauro Investment Advisor
Illinois
$190M +$17.5M +10% 8.95% 28.4% 44 4.55%
DWS
5564
Discipline Wealth Solutions
South Carolina
$189M +$62.8M +50% 5.29% 70 62.86%
PGF
5565
Plan Group Financial
Oklahoma
$189M +$25.9M +16% 6.69% 47.2% 120 22.5%
AFS
5566
Axiom Financial Strategies
Indiana
$189M +$35.5M +23% 6.62% 41.2% 45 42.22%
DSN
5567
D. Scott Neal
Kentucky
$189M +$9.43M +5% 8.88% 105% 67 19.4%
FCFC
5568
First Citizens Financial Corp
Iowa
$189M +$20.1M +12% 6.55% 68.1% 121 5.79%
HP
5569
Holowesko Partners
Bahamas
$189M +$1.55M +0.8% 8.39% 52.1% 27 14.81%
FFL
5570
Financial Freedom LLC
Ohio
$189M +$12.9M +7% 4.86% 51.9% 372 4.3%
SC
5571
Solstein Capital
California
$189M +$35.6M +23% 5.21% 83.6% 323 5.26%
EW
5572
Element Wealth
Mississippi
$189M +$11.1M +6% 6.05% 44.8% 306 12.09%
ICMM
5573
Integrated Capital Management (Michigan)
Michigan
$189M 5.18% 59
SHFP
5574
Second Half Financial Partners
Florida
$189M +$63.8M +51% 7.83% 36.8% 100 67%
SAM
5575
S.A. Mason
Michigan
$189M +$12.8M +7% 6.36% 80.6% 332 6.33%