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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
5701
Heartland Bank & Trust
Illinois
$236M -$5.85M -2% 4.94% 105% 179 18.44%
WF
5702
Wayfinding Financial
Washington
$236M +$3.94M +2% 1.11% 68.3% 166 16.87%
NWA
5703
Navis Wealth Advisors
New York
$236M +$102M +77% 3.71% 107% 187 37.97%
SCM
5704
Squadron Capital Management
Illinois
$236M 123% 33
OFA
5705
Onyx Financial Advisors
Idaho
$236M +$9.88M +4% 1.88% 52.5% 19 10.53%
FAG
5706
Fortitude Advisory Group
Washington
$236M +$49.8M +27% 2.81% 131% 233 13.73%
CSC
5707
Caldwell Sutter Capital
California
$236M +$1.75M +0.7% 3.13% 79.5% 914 8.75%
SAM
5708
Silphium Asset Management
United Kingdom
$236M -$102M -30% 3.86% 128% 60 60%
BWM
5709
Boyd Wealth Management
California
$236M +$3.58M +2% 1.41% 51.1% 50 10%
WAM
5710
Worth Asset Management
Texas
$236M +$13.3M +6% 4.59% 115% 201 36.32%
MPW
5711
Melone Private Wealth
Michigan
$236M +$15M +7% 1.09% 30.3% 60 10%
PWS
5712
Physician Wealth Solutions
Nevada
$236M +$6.72M +3% 1.73% 46 2.17%
CCM
5713
Conway Capital Management
California
$236M -$2.6M -1% 1.9% 139% 52 19.23%
RTL
5714
Red Tortoise LLC
Georgia
$236M +$5.13M +2% 2.51% 43.7% 634 12.15%
PWA
5715
Prairie Wealth Advisors
Nebraska
$236M -$8.09M -3% 0.17% 159 98.11%
M
5716
MYeCFO
California
$236M +$15.8M +7% 4.03% 53.3% 67 13.43%
WA
5717
Win Advisors
Florida
$236M +$30.1M +15% 4.16% 226% 100 68%
IGYL
5718
I.G.Y. Ltd
United Kingdom
$235M -$3.43M -1% 0.06% 81.2% 3 0%
YP
5719
YANKCOM Partnership
South Dakota
$235M +$13.1M +6% 2.96% 393 32.32%
EF
5720
Exeter Financial
Arizona
$235M +$3.61M +2% 1.78% 50.4% 99 9.09%
OWCM
5721
One Wealth Capital Management
Arizona
$235M +$12M +5% 0.91% 142 19.01%
BDL
5722
Banque de Luxembourg
Luxembourg
$235M +$41.4M +21% 5.06% 91 15.38%
MWA
5723
Motive Wealth Advisors
Michigan
$235M +$2.83M +1% 2.71% 66% 98 15.31%
IAG
5724
Investmark Advisory Group
Connecticut
$235M +$4.2M +2% 1.42% 65.1% 138 5.8%
PGDP
5725
Pragma Gestao de Patrimonio
Brazil
$235M +$2.46M +1% 3.42% 75.2% 22 22.73%