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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
V
5701
ViaWealth
Kansas
$126M +$4.68M +4% 6.98% 64.4% 163 13.5%
WAC
5702
William Allan Corp
Colorado
$126M +$7.05M +6% 7.28% 50.4% 51 3.92%
FNBOH
5703
First National Bank of Hutchinson
Kansas
$126M +$7.88M +7% 9.55% 94.8% 113 13.27%
CWM
5704
Chicago Wealth Management
Illinois
$126M +$9.86M +8% 3.3% 110% 51 37.25%
PPW
5705
PACK Private Wealth
Minnesota
$126M +$9.26M +8% 5.04% 43.6% 37 8.11%
FCM
5706
Fairbanks Capital Management
California
$126M +$13.3M +12% 9.8% 69.4% 54 5.56%
RFS
5707
Retirement Financial Solutions
Tennessee
$126M +$8.09M +7% 4.94% 40.6% 279 89.61%
GBI
5708
GP Brinson Investments
Illinois
$126M -$2.15M -2% 6.71% 45.5% 16 6.25%
RH
5709
RFG Holdings
Texas
$126M +$29.8M +31% 3.79% 51.3% 18 33.33%
SPWM
5710
Straight Path Wealth Management
Michigan
$126M +$21.4M +20% 17.7% 70.6% 86 32.56%
TCM
5711
Tao Capital Management
California
$126M -$7.25M -5% 16.5% 356% 16 6.25%
VIP
5712
Viewpoint Investment Partners
Alberta, Canada
$126M +$23.3M +23% 5.02% 31.9% 7 0%
SIM
5713
Sterling Investment Management
Arizona
$126M +$1.11M +0.9% 1.21% 44.1% 62 4.84%
FNBOSM
5714
First National Bank of South Miami
Florida
$126M -$8.12M -6% 4.66% 35.2% 277 5.78%
MG
5715
Meditor Group
Bermuda
$126M -$22.4M -15% 13% 41.1% 4 0%
WFA
5716
Wells Financial Advisors
Massachusetts
$126M +$4.69M +4% 4.35% 54% 66 4.55%
BWS
5717
BCR Wealth Strategies
Alabama
$125M +$9.47M +8% 4.15% 34.4% 18 5.56%
XI
5718
XXEC Inc
Oklahoma
$125M +$518K +0.4% 8.58% 24.2% 29 31.03%
PCMM
5719
Piedmont Capital Management (Montana)
Montana
$125M +$5.57M +5% 3.58% 76.1% 48 14.58%
CHA
5720
Cooper/Haims Advisors
New York
$125M -$16M -11% 7% 41.9% 75 8%
PAWA
5721
Palo Alto Wealth Advisors
California
$125M +$7.5M +6% 11.3% 108% 44 9.09%
AWMT
5722
AAFMAA Wealth Management & Trust
North Carolina
$125M +$13.9M +12% 11.9% 58.8% 55 9.09%
CCP
5723
Cassia Capital Partners
North Carolina
$125M +$2.89M +2% 0.99% 45.8% 75 4%
D
5724
Dentgroup
Louisiana
$125M +$8.65M +7% 5.53% 53.6% 111 12.61%
APC
5725
Asset Planning Corporation
Tennessee
$124M +$4.35M +4% 2.48% 44.5% 39 7.69%