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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
HBT
5576
Heartland Bank & Trust
Illinois
$236M -$5.85M -2% 4.94% 95.5% 179 18.44%
WF
5577
Wayfinding Financial
Washington
$236M +$3.94M +2% 1.11% 58.7% 166 16.87%
SCM
5578
Squadron Capital Management
Illinois
$236M 123% 33
OFA
5579
Onyx Financial Advisors
Idaho
$236M +$9.88M +4% 1.88% 52.5% 19 10.53%
FAG
5580
Fortitude Advisory Group
Washington
$236M +$49.8M +27% 2.81% 131% 233 13.73%
CSC
5581
Caldwell Sutter Capital
California
$236M +$1.75M +0.7% 3.13% 65.8% 914 8.75%
SAM
5582
Silphium Asset Management
United Kingdom
$236M -$102M -30% 3.86% 128% 60 60%
BWM
5583
Boyd Wealth Management
California
$236M +$3.58M +2% 1.41% 51.1% 50 10%
WAM
5584
Worth Asset Management
Texas
$236M +$13.3M +6% 4.59% 115% 201 36.32%
MPW
5585
Melone Private Wealth
Michigan
$236M +$15M +7% 1.09% 30.3% 60 10%
PWS
5586
Physician Wealth Solutions
Nevada
$236M +$6.72M +3% 1.73% 46 2.17%
CCM
5587
Conway Capital Management
California
$236M -$2.6M -1% 1.9% 154% 52 19.23%
RTL
5588
Red Tortoise LLC
Georgia
$236M +$5.13M +2% 2.51% 43.7% 634 12.15%
M
5589
MYeCFO
California
$236M +$15.8M +7% 4.03% 43.8% 67 13.43%
WA
5590
Win Advisors
Florida
$236M +$30.1M +15% 4.16% 114% 100 68%
IGYL
5591
I.G.Y. Ltd
United Kingdom
$235M -$3.43M -1% 0.06% 81.2% 3 0%
YP
5592
YANKCOM Partnership
South Dakota
$235M +$13.1M +6% 2.96% 393 32.32%
EF
5593
Exeter Financial
Arizona
$235M +$3.61M +2% 1.78% 50.4% 99 9.09%
OWCM
5594
One Wealth Capital Management
Arizona
$235M +$12M +5% 0.91% 142 19.01%
BDL
5595
Banque de Luxembourg
Luxembourg
$235M +$41.4M +21% 5.06% 91 15.38%
MWA
5596
Motive Wealth Advisors
Michigan
$235M +$2.83M +1% 2.71% 66% 98 15.31%
IAG
5597
Investmark Advisory Group
Connecticut
$235M +$4.2M +2% 1.42% 53.2% 138 5.8%
PGDP
5598
Pragma Gestao de Patrimonio
Brazil
$235M +$2.46M +1% 3.42% 59.2% 22 22.73%
DCM
5599
Dean Capital Management
Kansas
$235M -$21.7M -8% 6.06% 57.7% 125 9.6%
SWA
5600
Sightline Wealth Advisors
Connecticut
$235M +$13.1M +6% 1.3% 44.4% 105 18.1%