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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
VH
6101
VVR Holdings
Washington
$194M +$1.19M +0.6% 2.34% 45 28.89%
BWM
6102
BankPlus Wealth Management
Mississippi
$194M +$12.4M +7% 1.67% 126 19.05%
LAI
6103
Legal Advantage Investments
California
$194M -$22.5M -10% 2.22% 105% 91 21.98%
BW
6104
BostonPremier Wealth
Massachusetts
$194M -$1.62M -0.8% 1.92% 74 12.16%
MUAMU
6105
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$193M -$11.7M -6% 2.82% 107% 110 37.27%
TDWM
6106
Topel & Distasi Wealth Management
California
$193M -$11.3M -6% 0.93% 33.2% 61 4.92%
JHA
6107
Jackson Hill Advisors
Texas
$193M -$22.2M -10% 11.3% 79.4% 13 7.69%
BWS
6108
Broadway Wealth Solutions
Texas
$193M +$6.15M +3% 1.1% 100 12%
WWC
6109
Waypoint Wealth Counsel
Georgia
$193M -$79.4M -29% 1.93% 79.8% 303 30.03%
EAM
6110
Exome Asset Management
New York
$193M -$15.8M -8% 14.6% 83 60.24%
ACM
6111
Ayrshire Capital Management
Connecticut
$193M -$24.6M -11% 3.61% 78.4% 54 16.67%
BDL
6112
Banque de Luxembourg
Luxembourg
$193M -$41.6M -18% 6.5% 92 22.83%
DF
6113
Downshift Financial
Colorado
$193M +$31M +19% 1.74% 82 23.17%
SCM
6114
Sandler Capital Management
New York
$193M -$112M -37% 11.4% 288% 191 63.35%
CWRP
6115
Cassady Wealth & Retirement Planning
Nevada
$193M +$39.7M +26% 0.8% 102 5.88%
PA
6116
Promethium Advisors
Maryland
$193M +$7.67M +4% 6.38% 121 11.57%
GIO
6117
Galilei Investment Office
United Kingdom
$193M -$19.2M -9% 2.74% 27 11.11%
CA
6118
Carson Advisory
Georgia
$193M +$478K +0.2% 0.32% 57.9% 194 8.76%
OFG
6119
OmniStar Financial Group
North Carolina
$193M +$22.2M +13% 4.21% 67.1% 139 51.8%
AIM
6120
Athena Investment Management
California
$193M -$2.38M -1% 0.91% 59.8% 158 5.06%
RFP
6121
RCS Financial Planning
Maryland
$193M -$39.2M -17% 0.67% 42.8% 111 30.63%
WA
6122
Whipplewood Advisors
Colorado
$193M +$37.1M +24% 2.38% 1,100 57.45%
VCS
6123
Vaughan & Co Securities
New Jersey
$193M -$767K -0.4% 1.13% 50.9% 59 5.08%
KFGG
6124
Keystone Financial Group (Georgia)
Georgia
$192M +$1.45M +0.8% 0.03% 142 10.56%
CFIM
6125
Client First Investment Management
Wisconsin
$192M +$1.71M +0.9% 1.71% 39 82.05%