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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
SNBOSCI
6126
Security National Bank of Sioux City Iowa
Iowa
$142M +$9.37M +7% 9.35% 52.4% 91 1.1%
PAWA
6127
Palo Alto Wealth Advisors
California
$142M +$9.57M +7% 7.66% 108% 43 13.95%
SIM
6128
Sterling Investment Management
Arizona
$142M +$5.49M +4% 6.37% 44.1% 65 6.15%
TC
6129
Tenret Company
Florida
$142M +$15.1M +12% 5.1% 30 3.33%
CS
6130
Capital Square
Tennessee
$142M +$53.2M +60% 5.75% 43.3% 161 34.16%
LIWM
6131
Long Island Wealth Management
New York
$142M +$1.4M +1% 7.33% 433 83.14%
LI
6132
LHM Inc
Utah
$142M +$21M +17% 9.12% 15 46.67%
MCA
6133
Millennium Capital Advisors
Arkansas
$142M +$10.7M +8% 12.2% 101% 124 8.87%
AWA
6134
Archvest Wealth Advisors
California
$141M +$8.77M +7% 3.59% 47.8% 61 14.75%
MA
6135
Marquette Associates
Illinois
$141M +$41.9M +42% 5.2% 37 10.81%
DFA
6136
DHK Financial Advisors
New Hampshire
$141M +$7.87M +6% 6.07% 46.1% 75 13.33%
PJWM
6137
Philip James Wealth Mangement
Georgia
$141M +$12M +9% 6.27% 86 27.91%
VWA
6138
Valued Wealth Advisors
Utah
$141M +$32.9M +30% 6.07% 631 19.33%
CTFG
6139
Capstone Triton Financial Group
Oklahoma
$141M +$3.79M +3% 9.49% 105 5.71%
KAM
6140
Kopion Asset Management
Texas
$141M +$10.3M +8% 8.8% 67.1% 18 0%
GCM
6141
GeoSphere Capital Management
Florida
$141M +$21.4M +18% 9.52% 419% 40 72.5%
LI
6142
Latash Investments
Alaska
$141M +$1.84M +1% 17.7% 126% 21 4.76%
RB
6143
Renasant Bank
Mississippi
$141M +$15.1M +12% 8.55% 53.8% 191 11.52%
AWA
6144
Adapt Wealth Advisors
Georgia
$140M 6.89% 49
LP
6145
Lexington Partners
New York
$140M -$12M -8% 5.14% 53.9% 9 55.56%
JPC
6146
Jabodon PT Co
Nevada
$140M +$10.3M +8% 7.99% 61.9% 4 0%
ALWM
6147
Andrews Lucia Wealth Management
California
$140M +$10.8M +8% 7.54% 59.7% 28 3.57%
MFA
6148
Millington Financial Advisors
Illinois
$140M +$15.4M +12% 9.96% 61% 83 12.05%
BWM
6149
BlackDiamond Wealth Management
New York
$140M +$4.16M +3% 7.06% 53.8% 146 8.22%
DC
6150
Deere & Company
Illinois
$140M -$7.77M -5% 7.06% 3 0%