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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
MF
6251
Meridian Financial
Massachusetts
$150M +$11.7M +8% 6.49% 52.8% 127 6.3%
CCM
6252
Chicago Capital Management
Illinois
$150M +$20.4M +16% 3.37% 295% 49 32.65%
WLG
6253
Williamson Legacy Group
Indiana
$150M +$15.2M +11% 8.28% 133 54.14%
VH
6254
Visionary Horizons
Tennessee
$150M +$12.8M +9% 6.63% 91 10.99%
CAM
6255
Costello Asset Management
Pennsylvania
$150M +$15.4M +11% 5.52% 65.9% 200 18%
LHWM
6256
Lake Hills Wealth Management
Texas
$149M +$10.1M +7% 4.78% 78.8% 58 29.31%
ICP
6257
Indus Capital Partners
New York
$149M -$13.9M -9% 30.6% 117% 6 33.33%
BM
6258
Bislett Management
California
$149M +$10.3M +7% 5.7% 19.8% 15 13.33%
QHA
6259
Quarry Hill Advisors
Minnesota
$149M -$157K -0.1% 6.79% 62.5% 44 0%
SA
6260
Stonebridge Advisors
Connecticut
$149M -$4.03M -3% 7.17% 3.35% 5 40%
OPL
6261
Orland Properties Ltd
British Virgin Islands
$149M +$17.6M +13% 22.5% 77.6% 12 8.33%
ICM
6262
Islay Capital Management
Texas
$149M +$10M +7% 6.54% 66.3% 220 15.91%
PBK
6263
Peoples Bank (Kansas)
Kansas
$149M +$20.9M +16% 7.38% 63.3% 328 18.9%
TMWM
6264
Taylor & Morgan Wealth Management
Michigan
$149M +$7.62M +5% 6.27% 75.5% 71 9.86%
WG
6265
Wealth Group
North Carolina
$149M +$9.68M +7% 7.41% 161 14.29%
BA
6266
Ballew Advisors
Mississippi
$149M -$1.93M -1% 6.51% 62.3% 110 12.73%
CAM
6267
Councilmark Asset Management
Tennessee
$149M +$7.8M +6% 6.98% 85 8.24%
TI
6268
Truxt Investmentos
Brazil
$149M -$9.19M -6% 6.6% 27 59.26%
VSCP
6269
Vesey Street Capital Partners
New York
$149M +$31.4M +27% 26.8% 47.8% 1 0%
WWC
6270
Waypoint Wealth Counsel
Georgia
$149M +$17.9M +14% 6.41% 96.6% 105 16.19%
AFS
6271
AFG Fiduciary Services
Massachusetts
$149M +$5.13M +4% 5.44% 61.9% 84 20.24%
LWA
6272
Ledgewood Wealth Advisors
New Hampshire
$148M +$32.5M +28% 9.26% 72 16.67%
MI
6273
Motiv8 Investments
Florida
$148M +$14M +10% 5.07% 88 11.36%
CFM
6274
Capricorn Fund Managers
United Kingdom
$148M +$6.65M +5% 4.74% 169% 60 20%
GWM
6275
Greenhouse Wealth Management
Connecticut
$148M +$11.5M +8% 5.99% 78.8% 60 6.67%