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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
FHC
6176
Fort Henry Capital
West Virginia
$139M +$3.35M +2% 0.49% 37% 15 0%
WAG
6177
Wallace Advisory Group
California
$139M +$5.8M +4% 0.81% 43.5% 204 28.92%
CSTB
6178
Charles Schwab Trust Bank
Nevada
$139M -$7.89M -5% 3.57% 1 0%
RFS
6179
Richardson Financial Services
Massachusetts
$139M -$3.03M -2% 2.57% 655 15.88%
LIA
6180
LifePlan Investment Advisors
North Carolina
$139M +$13.3M +11% 1.54% 41.5% 86 8.14%
VAF
6181
Values Added Financial
District of Columbia
$139M +$10.5M +8% 2.52% 58.3% 92 9.78%
SNBOSCI
6182
Security National Bank of Sioux City Iowa
Iowa
$139M -$3.13M -2% 0.55% 52.4% 93 4.3%
HSWS
6183
Higgins & Schmidt Wealth Strategies
Colorado
$139M +$3.09M +2% 1.51% 45 0%
SFP
6184
Strategic Financial Planning
Texas
$139M +$5.02M +4% 0.11% 35% 36 5.56%
MFFIA
6185
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$139M +$947K +0.7% 0.34% 81.2% 67 2.99%
SIA
6186
Schear Investment Advisers
Ohio
$138M +$14M +11% 7.28% 240% 81 2.47%
CL
6187
CRCM LP
California
$138M +$5.35M +4% 6.91% 7 28.57%
LAIC
6188
Lederer & Associates Investment Counsel
California
$138M -$5.68M -4% 4.59% 75.5% 90 7.78%
BIA
6189
Benchmark Investment Advisors
Illinois
$138M +$11.4M +9% 13.3% 98 17.35%
SH
6190
SeaTown Holdings
Singapore
$138M -$19.9M -13% 9% 220% 22 63.64%
MF
6191
Meridian Financial
Massachusetts
$138M +$4.07M +3% 0.13% 52.8% 125 7.2%
VF
6192
VitalStone Financial
Texas
$138M +$7.06M +5% 3.71% 606 31.35%
LWA
6193
Lantern Wealth Advisors
New York
$138M -$4.41M -3% 2.11% 139 14.39%
CIA
6194
Cladis Investment Advisory
Montana
$138M +$1.6M +1% 4.76% 97% 147 13.61%
RFA
6195
ROI Financial Advisors
Oregon
$138M +$10.6M +8% 10.5% 66 7.58%
KCM
6196
Kerusso Capital Management
North Carolina
$138M 1.79% 54
KDIA
6197
KPCB DGF II Associates
California
$138M -$21.4M -13% 13.4% 2.08% 2 0%
BWIA
6198
Bryant Woods Investment Advisors
New York
$137M -$32M -19% 2.75% 66.3% 48 16.67%
MCM
6199
McDonough Capital Management
Florida
$137M +$10.7M +8% 8.83% 100% 46 8.7%
TFP
6200
Traction Financial Partners
Wyoming
$137M +$9.3M +7% 0.39% 57 7.02%