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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
W
6276
WealthCollab
Washington
$139M +$3.71M +3% 1.57% 917 13.3%
MSA
6277
McAlister Sweet & Associates
Texas
$139M +$11.9M +9% 5.32% 75.8% 36 16.67%
BC
6278
Blantyre Capital
United Kingdom
$139M -$44.3M -24% 12.4% 4 50%
OCA
6279
OEP Capital Advisors
New York
$139M -$136M -49% 13% 23.2% 2 0%
CWI
6280
Conscious Wealth Investments
Florida
$139M +$7.6M +6% 1.98% 48 2.08%
ICM
6281
Islay Capital Management
Texas
$139M +$4.74M +4% 1.93% 66.3% 216 17.59%
PFA
6282
Petra Financial Advisors
Colorado
$139M +$2.82M +2% 3.76% 129% 133 12.78%
BM
6283
Bislett Management
California
$139M -$20.6M -13% 9.65% 19.8% 16 6.25%
SIA
6284
Stegner Investment Associates
Kentucky
$139M +$2.47M +2% 4.28% 75.3% 24 8.33%
CJ
6285
Caitlin John
Michigan
$139M +$5.06M +4% 1.25% 963 18.17%
BFS
6286
Beacon Financial Strategies
North Carolina
$139M +$182K +0.1% 0.44% 50.4% 36 13.89%
FHC
6287
Fort Henry Capital
West Virginia
$139M +$3.35M +2% 0.49% 37% 15 0%
WAG
6288
Wallace Advisory Group
California
$139M +$5.8M +4% 0.81% 50.9% 204 28.92%
CSTB
6289
Charles Schwab Trust Bank
Nevada
$139M -$7.89M -5% 3.57% 1 0%
RFS
6290
Richardson Financial Services
Massachusetts
$139M -$3.03M -2% 2.57% 655 15.88%
LIA
6291
LifePlan Investment Advisors
North Carolina
$139M +$13.3M +11% 1.54% 60.9% 86 8.14%
VAF
6292
Values Added Financial
District of Columbia
$139M +$10.5M +8% 2.52% 58.3% 92 9.78%
SNBOSCI
6293
Security National Bank of Sioux City Iowa
Iowa
$139M -$3.13M -2% 0.55% 52.4% 93 4.3%
HSWS
6294
Higgins & Schmidt Wealth Strategies
Colorado
$139M +$3.09M +2% 1.51% 45 0%
SFP
6295
Strategic Financial Planning
Texas
$139M +$5.02M +4% 0.11% 47.5% 36 5.56%
MFFIA
6296
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$139M +$947K +0.7% 0.34% 136% 67 2.99%
SIA
6297
Schear Investment Advisers
Ohio
$138M +$14M +11% 7.28% 240% 81 2.47%
CL
6298
CRCM LP
California
$138M +$5.35M +4% 6.91% 7 28.57%
LAIC
6299
Lederer & Associates Investment Counsel
California
$138M -$5.68M -4% 4.59% 75.5% 90 7.78%
BIA
6300
Benchmark Investment Advisors
Illinois
$138M +$11.4M +9% 13.3% 98 17.35%