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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
WIM
6251
Waycross Investment Management
Washington
$99M 6.4% 47.6% 53
ABLA
6252
Alan B. Lancz & Associates
Ohio
$99M +$14.8M +18% 9.03% 191 18.85%
MCA
6253
Millennium Capital Advisors
Arkansas
$99M +$4.24M +4% 8.33% 114% 94 6.38%
SC
6254
Shearwater Capital
Colorado
$99M +$10.4M +12% 9.96% 64.2% 39 12.82%
HAG
6255
HF Advisory Group
Maryland
$98.9M 7.39% 64.2% 131
ICMARC
6256
International City Management Association Retirement Corp
District of Columbia
$98.9M 6.7% 42.9% 6
KAM
6257
Kopion Asset Management
Texas
$98.9M +$7.66M +8% 10.3% 67.1% 18 0%
CCM
6258
Conway Capital Management
California
$98.9M -$13.2M -12% 2.42% 139% 52 23.08%
QHA
6259
Quarry Hill Advisors
Minnesota
$98.8M 10.9% 62.5% 40
HIA
6260
HTG Investment Advisors
Connecticut
$98.8M 11.2% 57.4% 51
BRG
6261
Bay Rivers Group
Virginia
$98.7M -$1.31M -1% 6.37% 166% 64 12.5%
MA
6262
Momentum Advisors
New York
$98.7M +$8.24M +9% 6.97% 84 15.48%
EFS
6263
Econ Financial Services
Pennsylvania
$98.7M -$22.7M -19% 9.67% 16.9% 79 37.97%
UI
6264
Unconventional Investor
New Hampshire
$98.6M +$6.65M +7% 8.66% 62.7% 33 15.15%
HWMT
6265
Heritage Wealth Management (Texas)
Texas
$98.6M 10.1% 52.3% 27
RLKPA
6266
Robbie L. Kennerson P.A.
Florida
$98.6M 4.5% 31
FWMM
6267
Foundation Wealth Management (Missouri)
Missouri
$98.5M 7.25% 64% 38
PFA
6268
Plotkin Financial Advisors
Maryland
$98.5M -$357K -0.4% 8.29% 95.3% 72 12.5%
IWM
6269
Iams Wealth Management
Nebraska
$98.3M 8.03% 51.3% 96
GHA
6270
Granite Harbor Advisors
Texas
$98.2M 6.29% 61.5% 66
PWM
6271
Peterson Wealth Management
Nevada
$98.1M -$9.16M -9% 6.05% 78% 62 19.35%
SWA
6272
Safir Wealth Advisors
New Hampshire
$98.1M +$2.01M +2% 5.02% 46.4% 15 13.33%
MFG
6273
Mainsail Financial Group
Washington
$98.1M 6.06% 57.2% 43
ICP
6274
Interchange Capital Partners
Pennsylvania
$98.1M +$6.91M +8% 10.9% 79.6% 168 37.5%
RPA
6275
Rose Park Advisors
Massachusetts
$97.8M -$49.6M -34% 11.8% 11.8% 1 0%