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
LWM
4101
LongView Wealth Management
Georgia
$313M +$42.5M +16% 198
SWRP
4102
Summit Wealth & Retirement Planning
California
$313M +$19.6M +7% 69
PWS
4103
Peterson Wealth Services
Utah
$313M +$27M +9% 221
WWM
4104
WT Wealth Management
Arizona
$313M +$19.7M +7% 141
HIS
4105
Harvest Investment Services
Illinois
$313M +$60.8M +24% 247
LCI
4106
L1 Capital International
Australia
$313M +$62.8M +25% 20
VIP
4107
Vista Investment Partners
Oklahoma
$312M +$13.6M +5% 169
PPWP
4108
Proquility Private Wealth Partners
Nevada
$312M +$19M +6% 90
FIBT
4109
First International Bank & Trust
North Dakota
$312M +$21.4M +7% 77
ML
4110
Mayport LLC
Massachusetts
$312M +$31.2M +11% 84
GSIAS
4111
Garden State Investment Advisory Services
New Jersey
$312M +$22M +8% 248
CWAF
4112
Core Wealth Advisors (Florida)
Florida
$312M +$20M +7% 61
TI
4113
TrueMark Investments
Illinois
$312M +$19.1M +7% 254
WIM
4114
Wittenberg Investment Management
Massachusetts
$312M +$18M +6% 85
AWM
4115
Atticus Wealth Management
Florida
$311M +$5.6M +2% 562
FCT
4116
Family Capital Trust
Massachusetts
$311M +$5.29M +2% 61
AC
4117
Athos Capital
Hong Kong
$311M +$138M +80% 51
SWA
4118
Strata Wealth Advisors
Texas
$311M +$20.7M +7% 82
PFU
4119
Parus Finance (UK)
United Kingdom
$311M -$34.9M -10% 38
AM
4120
Atwater Malick
Pennsylvania
$311M +$20.4M +7% 78
TCWM
4121
Total Clarity Wealth Management
Illinois
$311M +$22.6M +8% 291
EBT
4122
Enterprise Bank & Trust
Massachusetts
$310M +$17.7M +6% 132
KLCM
4123
KG&L Capital Management
Louisiana
$310M +$20.9M +7% 209
SSW
4124
Stone Summit Wealth
Florida
$310M +$31M +11% 141
OHCM
4125
Oak Hill Capital Management
New York
$310M -$1.68M -0.5% 1