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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
RYA
7651
Richard Young Associates
Georgia
$128M 3.03% 25
WA
7652
Wilmar Advisors
Florida
$128M +$6.2M +5% 7.25% 28 21.43%
SHU
7653
SBI Holdings USA
California
$128M 40.2% 1
PWM
7654
Positano Wealth Management
$128M 11.2% 21
WLG
7655
Williamson Legacy Group
Indiana
$128M -$1.49M -1% 18.5% 125 48.8%
MP
7656
Makaira Partners
California
$128M -$66.8M -34% 10.9% 22% 12 8.33%
HWMG
7657
Harbour Wealth Management Group
South Carolina
$128M 4.13% 91
BFA
7658
Benningfield Financial Advisors
California
$128M +$1.02M +0.8% 1.1% 19 10.53%
LC
7659
Lalia Capital
New York
$128M 2.24% 9
MM
7660
Mozayyx Management
Texas
$127M 54.4% 11
RIP
7661
Reliant Investment Partners
North Carolina
$127M -$201K -0.2% 2.24% 115 11.3%
AWMI
7662
Aegis Wealth Management (Iowa)
Iowa
$127M 2.22% 101
VWM
7663
VanWeelden Wealth Management
Ohio
$127M +$5.76M +5% 0.49% 22 18.18%
AF
7664
ASL Financial
California
$127M 2.83% 94
OF
7665
Outfitter Financial
Maine
$127M +$3.46M +3% 3.34% 95.9% 79 6.33%
OIM
7666
Orca Investment Management
Oregon
$127M +$4.85M +4% 9.98% 122% 61 4.92%
CWAI
7667
Core Wealth Advisors (Indiana)
Indiana
$127M 1.58% 32
PAG
7668
Poinciana Advisors Group
Florida
$127M +$8.37M +7% 3.55% 147 21.77%
RWM
7669
Redstone Wealth Management
Oklahoma
$127M 2.74% 39
GCM
7670
Graver Capital Management
Ohio
$127M +$7.9M +7% 2.8% 26 7.69%
JIM
7671
JCP Investment Management
Texas
$127M -$26M -17% 5.21% 94.7% 21 28.57%
1GI
7672
180 GPS Investments
$127M -$45.6M -27% 2.25% 22 36.36%
LAII
7673
LM Asset (IM) Inc
British Columbia, Canada
$126M -$5.84M -4% 13.3% 14 42.86%
VA
7674
Veratis Advisors
North Carolina
$126M 1.94% 75
ECP
7675
Epacria Capital Partners
Colorado
$126M +$3.04M +2% 3.23% 89.1% 36 13.89%