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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
WLG
6451
Williamson Legacy Group
Indiana
$129M +$21.3M +20% 23.9% 89 20.22%
KA
6452
Kearns & Associates
California
$129M +$11.8M +10% 8.22% 69.4% 45 13.33%
SWIM
6453
Smallwood Wealth Investment Management
New Jersey
$129M +$8.17M +7% 6.98% 67.4% 69 8.7%
NRWA
6454
North Ridge Wealth Advisors
Oregon
$129M +$8.78M +7% 3.54% 29.5% 40 2.5%
DM
6455
Delphi Management
Massachusetts
$129M +$20.1M +18% 11.5% 111% 93 22.58%
AMAL
6456
Asset Management Advisors LLC
Oklahoma
$129M +$7.14M +6% 12.2% 124% 17 5.88%
VH
6457
Visionary Horizons
Tennessee
$129M +$5.39M +4% 6.57% 86 16.28%
BFA
6458
Brown Financial Advisory
Alabama
$129M +$5.89M +5% 7.11% 66.3% 32 0%
SI
6459
Schusterman Interests
Oklahoma
$129M +$60.5M +89% 80.9% 344% 13 15.38%
MI
6460
Motiv8 Investments
Florida
$129M +$16.7M +15% 6.08% 101 20.79%
SCA
6461
Sippican Capital Advisors
Massachusetts
$129M +$1.1M +0.9% 8.02% 90.1% 122 10.66%
LC
6462
Lakehouse Capital
Australia
$129M +$3.46M +3% 12.9% 47.2% 15 6.67%
NWMG
6463
National Wealth Management Group
Ohio
$129M +$25.2M +24% 11.7% 123% 162 35.8%
SRC
6464
Samson Rock Capital
United Kingdom
$128M +$33.2M +35% 4.54% 156% 16 75%
CWM
6465
Comprehensive Wealth Management
Washington
$128M +$17.7M +16% 2.52% 36.9% 33 21.21%
LC
6466
Longitude (Cayman)
Cayman Islands
$128M -$44.2M -26% 33.2% 57 40.35%
PWH
6467
Priebe Wealth Holdings
Minnesota
$128M +$6.51M +5% 8.94% 73 27.4%
VAG
6468
Vannoy Advisory Group
Texas
$128M +$6.45M +5% 5.41% 28 3.57%
VAF
6469
Values Added Financial
District of Columbia
$128M +$6.06M +5% 6.11% 58.3% 86 6.98%
BFS
6470
Burr Financial Services
California
$128M -$2.61M -2% 46.3% 35 8.57%
SA
6471
SRN Advisors
Pennsylvania
$128M +$16.7M +15% 16.9% 146% 92 3.26%
NFA
6472
Northern Financial Advisors
Michigan
$128M +$9.31M +8% 11.5% 109% 118 6.78%
TFP
6473
Traction Financial Partners
Wyoming
$128M -$21M -14% 6.96% 64 18.75%
ACM
6474
Andina Capital Management
Utah
$128M +$11.8M +10% 3.76% 141 66.67%
PBK
6475
Peoples Bank (Kansas)
Kansas
$128M +$3.09M +2% 8.57% 63.3% 281 8.19%