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
SIM
3776
Seaview Investment Managers
Florida
$362M +$29.1M +9% 117
LC
3777
Landaas & Company
Wisconsin
$361M +$2.01M +0.6% 97
XWM
3778
Xcel Wealth Management
Florida
$361M +$19M +6% 129
SA
3779
Stewardship Advisors
Pennsylvania
$361M +$6.36M +2% 159
GIP
3780
Gavilan Investment Partners
California
$361M +$12.5M +4% 13
CPI
3781
Crestview Partners III
New York
$361M -$5.19M -1% 3
WFM
3782
Wolff Financial Management
Michigan
$360M -$7.75M -2% 100
AFWM
3783
AMJ Financial Wealth Management
Virginia
$360M +$12.7M +4% 96
WCM
3784
WealthBridge Capital Management
Ohio
$360M +$11.8M +3% 214
DA
3785
Doliver Advisors
Texas
$360M -$4.61M -1% 166
OIS
3786
Okabena Investment Services
Minnesota
$360M +$5.3M +1% 124
TL
3787
Tradewinds LLC
North Carolina
$360M +$35M +11% 229
SB
3788
Sunflower Bank
Texas
$360M -$5.05M -1% 135
BWAM
3789
Boyd Watterson Asset Management
Ohio
$360M -$5.33M -1% 443
AA
3790
Addison Advisors
Vermont
$359M -$466K -0.1% 879
BCP
3791
Berkeley Capital Partners
Georgia
$359M +$9.1M +3% 180
AI
3792
AXS Investments
New York
$359M -$17.2M -5% 252
LOM
3793
LTS One Management
New York
$359M +$13.2M +4% 24
CCA
3794
Childress Capital Advisors
Texas
$358M -$12M -3% 239
GL
3795
Globe Life
Texas
$358M +$976K +0.3% 2
MB
3796
Mizuho Bank
Japan
$358M -$149M -29% 119
HNWAG
3797
High Net Worth Advisory Group
Florida
$358M -$588K -0.2% 232
VARA
3798
Value Aligned Research Advisors
New Jersey
$358M -$27M -7% 35
BOSSRA
3799
B.O.S.S. Retirement Advisors
Utah
$358M -$139M -28% 302
HIP
3800
Harrell Investment Partners
Texas
$358M +$4.47M +1% 100