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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
WFG
6126
Wormser Freres Gestion
France
$146M +$22.8M +19% 9.76% 44 6.82%
BC
6127
Barnett & Company
Tennessee
$146M +$12.8M +10% 7.47% 65.9% 84 10.71%
BMMM
6128
Boston Mountain Money Management
Arkansas
$146M 8.47% 62
RAM
6129
Robocap Asset Management
United Kingdom
$146M +$14.9M +11% 16.8% 259% 26 11.54%
DA
6130
Dover Advisors
Virginia
$146M +$69.9M +92% 8.19% 65% 115 31.3%
IFPL
6131
Investments & Financial Planning LLC
Kentucky
$146M +$12.4M +9% 9.19% 63.6% 34 8.82%
GFP
6132
Guardian Financial Partners
California
$146M +$24M +20% 6.34% 50.2% 49 18.37%
WAL
6133
W Advisors LLC
Tennessee
$146M +$10.9M +8% 9.58% 73.8% 117 11.97%
IF
6134
Integrity Financial
Wyoming
$146M +$7.83M +6% 7.58% 66.3% 216 12.04%
BCM
6135
BluePointe Capital Management
California
$146M +$13.9M +11% 9.75% 90 6.67%
WAM
6136
Waterfall Asset Management
New York
$146M -$31.1M -18% 2.86% 5 0%
CGH
6137
CMG Global Holdings
Texas
$146M +$7.8M +6% 8.26% 79.4% 93 4.3%
KFP
6138
Keener Financial Planning
Texas
$145M +$16.1M +12% 7.04% 216 28.24%
HFA
6139
Harbert Fund Advisors
Alabama
$145M -$580K -0.4% 9.84% 70.8% 99 47.47%
PSC
6140
Piper Sandler & Co
Minnesota
$145M +$12.8M +10% 1.06% 0.04% 24 20.83%
GITFIT
6141
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$145M +$24.9M +21% 10% 105% 122 4.1%
MFG
6142
Mainsail Financial Group
Washington
$145M +$16.1M +12% 6.77% 57.2% 53 3.77%
UWM
6143
Udine Wealth Management
Florida
$145M +$19.4M +15% 7.07% 127% 30 43.33%
FCM
6144
Fairbanks Capital Management
California
$145M +$4.95M +4% 10.4% 81.3% 56 8.93%
ASI
6145
Advisory Services & Investments
Oregon
$145M +$9.38M +7% 6.57% 19.9% 37 13.51%
PFG
6146
Pacific Financial Group
Washington
$145M +$10.7M +8% 7.43% 61.1% 60 10%
BA
6147
Ballew Advisors
Mississippi
$145M +$11.8M +9% 6.4% 62.3% 104 8.65%
LVIA
6148
Lind Value II ApS
Denmark
$145M 5.47% 2
AWS
6149
Aspen Wealth Strategies
Colorado
$145M +$7.26M +5% 8.22% 65.8% 82 12.2%
CAM
6150
Clarity Asset Management
Iowa
$145M +$18.3M +14% 6.09% 206 9.71%