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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
CA
6201
Carson Advisory
Georgia
$142M +$13.6M +11% 8.41% 68.6% 176 10.8%
Vanguard Capital Wealth Advisors
6202
Vanguard Capital Wealth Advisors
Colorado
$142M +$18.5M +15% 12.8% 225% 169 20.12%
FWA
6203
FSC Wealth Advisors
New York
$142M +$5.52M +4% 6.18% 34.3% 312 26.6%
AA
6204
Aufman Associates
Pennsylvania
$142M +$9.54M +7% 7.32% 136% 46 6.52%
FRA
6205
FFG Retirement Advisors
Colorado
$142M +$12.5M +10% 4.71% 41.1% 48 16.67%
TVM
6206
True Vision MN
Minnesota
$142M +$17.5M +14% 5.68% 107 34.58%
RWM
6207
Refined Wealth Management
Utah
$142M +$13.7M +11% 11.6% 76.8% 29 10.34%
GC
6208
Gould Capital
Washington
$142M +$5.2M +4% 4.67% 60.1% 204 9.31%
MWM
6209
Massachusetts Wealth Management
Massachusetts
$142M +$18M +15% 10.4% 106% 91 3.3%
RFS
6210
Richardson Financial Services
Massachusetts
$142M +$27.7M +24% 6.98% 646 45.05%
SNBOSCI
6211
Security National Bank of Sioux City Iowa
Iowa
$142M +$9.37M +7% 9.35% 52.4% 91 1.1%
PAWA
6212
Palo Alto Wealth Advisors
California
$142M +$9.57M +7% 7.66% 108% 43 13.95%
SIM
6213
Sterling Investment Management
Arizona
$142M +$5.49M +4% 6.37% 44.1% 65 6.15%
TC
6214
Tenret Company
Florida
$142M +$15.1M +12% 5.1% 30 3.33%
CS
6215
Capital Square
Tennessee
$142M +$53.2M +60% 5.75% 53.1% 161 34.16%
LIWM
6216
Long Island Wealth Management
New York
$142M +$1.4M +1% 7.33% 433 83.14%
LI
6217
LHM Inc
Utah
$142M +$21M +17% 9.12% 15 46.67%
MCA
6218
Millennium Capital Advisors
Arkansas
$142M +$10.7M +8% 12.2% 114% 124 8.87%
AWA
6219
Archvest Wealth Advisors
California
$141M +$8.77M +7% 3.59% 47.8% 61 14.75%
MA
6220
Marquette Associates
Illinois
$141M +$41.9M +42% 5.2% 37 10.81%
DFA
6221
DHK Financial Advisors
New Hampshire
$141M +$7.87M +6% 6.07% 46.1% 75 13.33%
PJWM
6222
Philip James Wealth Mangement
Georgia
$141M +$12M +9% 6.27% 86 27.91%
VWA
6223
Valued Wealth Advisors
Utah
$141M +$32.9M +30% 6.07% 631 19.33%
CTFG
6224
Capstone Triton Financial Group
Oklahoma
$141M +$3.79M +3% 9.49% 105 5.71%
KAM
6225
Kopion Asset Management
Texas
$141M +$10.3M +8% 8.8% 67.1% 18 0%