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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
LA
5901
Lakeside Advisors
Washington
$154M -$2.3M -1% 2.37% 64.4% 65 4.62%
TVM
5902
True Vision MN
Minnesota
$154M +$12M +8% 2.09% 115 31.3%
AFS
5903
Axiom Financial Strategies
Indiana
$154M -$3.18M -2% 0.49% 41.2% 36 27.78%
GMH
5904
General Motors Holdings
Michigan
$154M -$113M -42% 25% 4.73% 5 0%
GITFIT
5905
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$154M +$8.63M +6% 3.49% 105% 123 4.07%
CS
5906
Capital Square
Tennessee
$154M +$12.1M +9% 1.09% 43.3% 169 13.61%
IWS
5907
Integrity Wealth Solutions
Colorado
$154M +$623K +0.4% 2.12% 100 14%
S
5908
Sunpointe
Missouri
$154M +$63.8M +71% 4.33% 171 23.98%
GWAM
5909
Guardian Wealth Advisors (Minnesota)
Minnesota
$154M -$195K -0.1% 0.68% 45.6% 82 4.88%
BWS
5910
BCR Wealth Strategies
Alabama
$154M +$5.96M +4% 0.19% 34.4% 31 35.48%
DC
5911
Darrow Company
Massachusetts
$154M +$916K +0.6% 0.6% 30.6% 46 4.35%
HCM
5912
Helios Capital Management
Singapore
$154M +$11.2M +8% 6.98% 50 2%
SEM
5913
Strategic Equity Management
Arizona
$153M +$33.8M +28% 1.99% 54.6% 47 29.79%
WFG
5914
Wormser Freres Gestion
France
$153M +$7.29M +5% 0.53% 46 8.7%
SA
5915
Stonebridge Advisors
Connecticut
$153M -$11M -7% 1.39% 2.4% 4 0%
KFP
5916
Keener Financial Planning
Texas
$153M +$7.87M +5% 1.21% 190 4.74%
SC
5917
Solstein Capital
California
$153M +$9.01M +6% 5.12% 83.6% 322 5.59%
NMG
5918
New Millennium Group
Utah
$153M +$20.7M +16% 12.4% 176% 419 83.77%
LIM
5919
Lancaster Investment Management
United Kingdom
$153M +$27.8M +22% 3.68% 18% 6 16.67%
BMCM
5920
Black Maple Capital Management
Wisconsin
$153M -$10.3M -6% 3.69% 29.7% 134 50.75%
CWMGP
5921
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$153M +$13.6M +10% 3.37% 52.8% 73 12.33%
TL
5922
TowerView LLC
New York
$153M +$1.75M +1% 0.38% 23.3% 30 26.67%
ACM
5923
Arthedge Capital Management
New York
$153M -$11.4M -7% 1.78% 86.1% 12 0%
KFA
5924
Kapstone Financial Advisors
Ohio
$153M +$5.64M +4% 3.44% 117% 113 14.16%
WAL
5925
W Advisors LLC
Tennessee
$152M +$6.64M +5% 3.48% 61.1% 115 7.83%