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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
AFS
6326
Anderson Financial Strategies
Ohio
$182M +$9.66M +6% 0.13% 39 23.08%
EMB
6327
Elefante Mark B
$182M +$18.6M +11% 2.28% 60 10%
CIA
6328
Cladis Investment Advisory
Montana
$182M -$942K -0.5% 2.31% 131% 166 11.45%
HWM
6329
HFG Wealth Management
Texas
$182M +$329K +0.2% 0.63% 53 7.55%
LIM
6330
Lancaster Investment Management
United Kingdom
$182M -$13.2M -7% 10.6% 18% 10 30%
DCM
6331
Delta Capital Management
New Jersey
$182M +$3.69M +2% 5.12% 125% 106 8.49%
SBCM
6332
Silverberg Bernstein Capital Management
New York
$182M +$8.37M +5% 6.28% 68 2.94%
SP
6333
Successful Portfolios
Florida
$181M -$14.8M -8% 0.98% 101% 200 10%
WPEP
6334
Walnut Private Equity Partners
Nebraska
$181M +$9.42M +5% 6.11% 60.6% 14 7.14%
HIM
6335
Hanlon Investment Management
New Jersey
$181M +$921K +0.5% 2.37% 80.6% 248 33.47%
HWMC
6336
Heritage Wealth Management (California)
California
$181M +$23.9M +15% 1.46% 99 14.14%
WWM
6337
Wolff Wiese Magana
California
$181M -$1.39M -0.8% 1.08% 136% 1,030 12.82%
RWP
6338
Ridgecrest Wealth Partners
California
$181M -$3.21M -2% 1.93% 89.7% 109 17.43%
TCOK
6339
Trust Company of Kansas
Kansas
$181M -$36.1M -17% 0.39% 87% 57 5.26%
ATIA
6340
American Trust Investment Advisors
New Hampshire
$181M -$6M -3% 2.06% 81.1% 83 15.66%
TWP
6341
Tower Wealth Partners
Pennsylvania
$181M -$967K -0.5% 0.38% 53.7% 99 24.24%
VM
6342
Valor Management
Illinois
$181M +$126M +228% 16.4% 15.4% 5 40%
KPPF
6343
Klein Pavlis & Peasley Financial
California
$181M +$11.2M +7% 6.35% 99 13.13%
AA
6344
AF Advisors
California
$181M -$82.3M -31% 27% 76.5% 31 22.58%
MGW
6345
MB Generational Wealth
Washington
$181M -$8.07M -4% 0.26% 68 4.41%
BRPW
6346
Ballast Rock Private Wealth
South Carolina
$181M +$20.8M +13% 0.76% 189 15.87%
FFA
6347
Frazier Financial Advisors
Ohio
$181M +$11.7M +7% 3.28% 885 33.11%
HIC
6348
Hamrick Investment Counsel
Washington
$180M +$46M +34% 1.57% 364 50.82%
AIC
6349
Aurora Investment Counsel
Georgia
$180M -$9.92M -5% 7.74% 31.7% 124 29.03%
AW
6350
Alchemi Wealth
Connecticut
$180M -$2.71M -1% 1.8% 161 10.56%