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
ISWM
3426
Independent Solutions Wealth Management
New York
$226M 155
MWP
3427
Moller Wealth Partners
$226M +$19.1M +9% 49
IC
3428
Inscription Capital
Texas
$226M +$43.9M +24% 156
WSC
3429
Wellington Shields & Co
New York
$226M +$161M +248% 235
NI
3430
NYL Investors
New York
$226M -$5.96M -3% 27
HCM
3431
Harvey Capital Management
Florida
$225M +$24M +12% 81
SRC
3432
Stone Run Capital
New York
$225M +$15.2M +7% 60
MCIA
3433
Mountain Capital Investment Advisors
Colorado
$225M +$112M +99% 61
NME
3434
Notis-McConarty Edward
$225M +$12.1M +6% 102
BCM
3435
Birmingham Capital Management
Alabama
$225M +$7.72M +4% 101
LFG
3436
LifePlan Financial Group
Ohio
$225M +$12.3M +6% 593
PWA
3437
Physician Wealth Advisors
Utah
$225M +$20M +10% 120
SWRP
3438
Summit Wealth & Retirement Planning
California
$225M +$59.1M +36% 130
WCG
3439
Wall Capital Group
Arizona
$225M +$13.6M +6% 24
ODIJL
3440
One Day In July LLC
Vermont
$224M +$31M +16% 35
SNB
3441
Security National Bank
Nebraska
$224M +$12.4M +6% 76
TAS
3442
TIFF Advisory Services
Pennsylvania
$224M +$93.3M +71% 17
PC
3443
Peavine Capital
Nevada
$224M -$6.01M -3% 15
PCI
3444
Pacifica Capital Investments
Texas
$224M +$16M +8% 21
AWMG
3445
Alliance Wealth Management Group
New Jersey
$224M +$16.2M +8% 60
KFP
3446
Keystone Financial Planning
Ohio
$224M +$14.6M +7% 46
BSWM
3447
Boston Standard Wealth Management
Massachusetts
$224M +$16.5M +8% 31
GII
3448
Gryphon International Investment
Ontario, Canada
$224M +$71.5M +47% 21
CFD
3449
Creative Financial Designs
Indiana
$224M +$38M +20% 689
PA
3450
Parkside Advisors
California
$224M +$33.7M +18% 71