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
VC
4476
Vision Capital
Ontario, Canada
$169M +$15.6M +10% 15
NEGWA
4477
New England Guild Wealth Advisors
Connecticut
$169M +$25.4M +18% 61
OFS
4478
Oldfather Financial Services
Nebraska
$169M +$28.1M +20% 62
CSWG
4479
Cardinal Strategic Wealth Guidance
Kentucky
$168M +$27.1M +19% 53
XS
4480
XR Securities
Illinois
$168M +$109M +185% 326
BAM
4481
Baldrige Asset Management
Pennsylvania
$168M +$20M +14% 85
RRWA
4482
Rainey & Randall Wealth Advisors
Florida
$168M +$23.2M +16% 50
3F
4483
360 Financial
Minnesota
$168M +$26.5M +19% 82
PCMC
4484
Private Capital Management (Colorado)
Colorado
$168M +$40.9M +32% 122
CT
4485
Clearstead Trust
Maine
$168M +$42.3M +34% 190
SIGI
4486
Susquehanna International Group (Ireland)
Ireland
$168M +$56.8M +51% 66
GCM
4487
Gibraltar Capital Management
Oklahoma
$168M +$24.7M +17% 58
HBWM
4488
Hollow Brook Wealth Management
New York
$168M +$7.44M +5% 50
WFA
4489
Wipfli Financial Advisors
Wisconsin
$168M 37
PWC
4490
PYA Waltman Capital
Tennessee
$168M +$25.8M +18% 55
GCP
4491
Gill Capital Partners
Colorado
$168M +$12.8M +8% 110
RWP
4492
Reliant Wealth Planning
Kentucky
$168M +$14.5M +9% 6
WA1
4493
Wimmer Associates 1
California
$168M +$19.2M +13% 115
CPWA
4494
Cerro Pacific Wealth Advisors
California
$168M 107
SRC
4495
Samson Rock Capital
United Kingdom
$168M 15
HGWM
4496
Harvest Group Wealth Management
Massachusetts
$167M +$23.3M +16% 914
WA
4497
Wambolt & Associates
Colorado
$167M +$33.6M +25% 212
SFS
4498
Searcy Financial Services
Kansas
$167M +$33.6M +25% 20
GSC
4499
G&S Capital
Colorado
$167M +$28.8M +21% 102
CC
4500
Codex Capital
New York
$167M +$11.7M +7% 39