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
AW
3851
Alteri Wealth
California
$361M 246
NI
3852
Natural Investments
California
$361M 246
LC
3853
Landaas & Company
Wisconsin
$361M +$2.01M +0.6% 97
XWM
3854
Xcel Wealth Management
Florida
$361M +$19M +6% 129
SA
3855
Stewardship Advisors
Pennsylvania
$361M +$6.36M +2% 159
GIP
3856
Gavilan Investment Partners
California
$361M +$12.5M +4% 13
CPI
3857
Crestview Partners III
New York
$361M -$5.19M -1% 3
WFM
3858
Wolff Financial Management
Michigan
$360M -$7.75M -2% 100
AFWM
3859
AMJ Financial Wealth Management
Virginia
$360M +$12.7M +4% 96
WCM
3860
WealthBridge Capital Management
Ohio
$360M +$11.8M +3% 214
DA
3861
Doliver Advisors
Texas
$360M -$4.61M -1% 166
OIS
3862
Okabena Investment Services
Minnesota
$360M +$5.3M +1% 124
TL
3863
Tradewinds LLC
North Carolina
$360M +$35M +11% 229
SB
3864
Sunflower Bank
Texas
$360M -$5.05M -1% 135
BWAM
3865
Boyd Watterson Asset Management
Ohio
$360M -$5.33M -1% 443
I
3866
InvesTrust
Oklahoma
$360M 94
AA
3867
Addison Advisors
Vermont
$359M -$466K -0.1% 879
BCP
3868
Berkeley Capital Partners
Georgia
$359M +$9.1M +3% 180
AI
3869
AXS Investments
New York
$359M -$17.2M -5% 252
LOM
3870
LTS One Management
New York
$359M +$13.2M +4% 24
CCA
3871
Childress Capital Advisors
Texas
$358M -$12M -3% 239
GL
3872
Globe Life
Texas
$358M +$976K +0.3% 2
MB
3873
Mizuho Bank
Japan
$358M -$149M -29% 119
HNWAG
3874
High Net Worth Advisory Group
Florida
$358M -$588K -0.2% 232
VARA
3875
Value Aligned Research Advisors
New Jersey
$358M -$27M -7% 35