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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
SVBP
5951
Strategic Value Bank Partners
Ohio
$163M +$11.9M +8% 14.6% 58.2% 22 18.18%
AL
5952
ADE LLC
Maryland
$163M +$14.5M +10% 5.91% 40% 84 8.33%
SC
5953
Sagil Capital
United Kingdom
$163M -$32.2M -17% 2.6% 140% 26 53.85%
WAL
5954
W Advisors LLC
Tennessee
$162M +$9.92M +7% 5.69% 61.1% 120 9.17%
TF
5955
Tudor Financial
Ohio
$162M 7.82% 124
HCM
5956
Helios Capital Management
Singapore
$162M +$8.77M +6% 5.64% 50 0%
RB
5957
Richmond Brothers
Michigan
$162M +$112M +221% 5.93% 103% 38 55.26%
TGI
5958
TRV GP IV
Massachusetts
$162M -$40.1M -20% 9.77% 686% 3 0%
4FG
5959
4Thought Financial Group
New York
$162M +$1.12M +0.7% 5.54% 37.6% 109 0.92%
FWM
5960
Finer Wealth Management
Massachusetts
$162M +$7.02M +5% 3.75% 117% 81 12.35%
BFP
5961
Beacon Financial Planning
Massachusetts
$162M +$14.8M +10% 7.02% 58.7% 45 13.33%
TCFP
5962
Treasure Coast Financial Planning
Florida
$162M +$10.4M +7% 4.63% 26.9% 35 8.57%
BCM
5963
BluePath Capital Management
Georgia
$162M +$19.3M +14% 6.93% 101% 119 23.53%
GWAM
5964
Guardian Wealth Advisors (Minnesota)
Minnesota
$162M +$8.25M +5% 7.09% 45.6% 84 7.14%
WBWA
5965
William B. Walkup & Associates
South Carolina
$162M +$8.97M +6% 6.88% 162 4.32%
MWM
5966
Meritas Wealth Management
California
$162M +$19.8M +14% 7.54% 63% 51 9.8%
VBWMG
5967
Von Berge Wealth Management Group
California
$162M +$4.32M +3% 6.83% 60.5% 70 11.43%
SIA
5968
Schear Investment Advisers
Ohio
$162M +$23.1M +17% 4.57% 240% 86 8.14%
GPA
5969
Garrison Point Advisors
California
$162M +$10.1M +7% 6.89% 69.7% 148 4.73%
DJYG
5970
David J. Yvars Group
Florida
$161M +$1.67M +1% 2.32% 125% 85 14.12%
HG
5971
Herbst Group
Connecticut
$161M -$3.01M -2% 4.84% 139% 69 24.64%
DC
5972
Destiny Capital
Colorado
$161M +$15M +10% 5.43% 50 8%
PFS
5973
Prospect Financial Services
New York
$161M +$31.3M +24% 8.59% 109 33.94%
WAM
5974
Walker Asset Management
Missouri
$161M +$12.7M +9% 8.28% 75.9% 147 10.88%
WAC
5975
William Allan Corp
Colorado
$161M +$11.6M +8% 8.09% 84.7% 53 3.77%