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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
V
6301
ViaWealth
Kansas
$169M +$7.16M +4% 9.75% 77.2% 155 7.74%
CF
6302
Concorde Financial
Texas
$169M -$12.3M -7% 0.45% 81.3% 56 41.07%
WA
6303
Watchtower Advisors
Connecticut
$169M +$31.2M +23% 19.1% 384% 22 50%
GWAM
6304
Guardian Wealth Advisors (Minnesota)
Minnesota
$169M +$13.1M +8% 8.14% 57.3% 75 4%
LFASL
6305
Lugano Financial Advisors SA (LFA)
Switzerland
$169M +$21.7M +15% 6.79% 44.9% 263 34.22%
WCM
6306
Warburton Capital Management
Oklahoma
$169M +$30.6M +22% 11% 61 21.31%
PWM
6307
Peterson Wealth Management
Nevada
$169M +$20.1M +14% 16.5% 78% 59 47.46%
LCM
6308
LRT Capital Management
Texas
$169M +$22.7M +16% 7.58% 76.3% 84 13.1%
PM
6309
Plustick Management
Virginia
$169M +$31.4M +23% 42.7% 1,667% 21 19.05%
LHA
6310
Little Harbor Advisors
Massachusetts
$169M +$6.38M +4% 9.36% 59% 9 44.44%
BA
6311
Ballew Advisors
Mississippi
$168M +$19.3M +13% 8.13% 62.3% 118 13.56%
MFG
6312
Menard Financial Group
Texas
$168M +$16.1M +11% 19.3% 141% 107 22.43%
WCM
6313
Wildcat Capital Management
New York
$168M -$19.1M -10% 5.28% 126% 8 25%
PSC
6314
Prentiss Smith & Co
Vermont
$168M +$13.8M +9% 8.27% 63.9% 70 7.14%
NAM
6315
Nutshell Asset Management
United Kingdom
$168M -$23.8M -12% 8.72% 33 51.52%
WFG
6316
Wormser Freres Gestion
France
$168M +$4.64M +3% 11.5% 53 16.98%
LWA
6317
Lantern Wealth Advisors
New York
$168M 8.08% 148
KL
6318
KilterHowling LLC
Colorado
$168M +$13.2M +9% 7.87% 51.3% 46 4.35%
SRA
6319
Secured Retirement Advisors
Minnesota
$168M +$12.7M +8% 10.9% 128 19.53%
GCCM
6320
Gate City Capital Management
Illinois
$168M -$5.64M -3% 4.27% 18 27.78%
HIMS
6321
Hager Investment Management Services
New Hampshire
$168M +$24.6M +17% 21.5% 315 12.06%
CAM
6322
Clarity Asset Management
Iowa
$168M +$12.2M +8% 9.15% 268 26.49%
CTC
6323
Cetera Trust Company
Minnesota
$167M +$10.6M +7% 9.1% 377 5.84%
ACM
6324
Anabranch Capital Management
Connecticut
$167M +$12.9M +8% 25.3% 139% 7 14.29%
ACM
6325
AUA Capital Management
Pennsylvania
$167M +$13.8M +9% 11.1% 61.4% 80 8.75%