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
WS
4976
Wela Strategies
Georgia
$253M +$16.5M +7% 53
3C
4977
325 Capital
New York
$253M +$11.9M +5% 11
LIM
4978
Letson Investment Management
Georgia
$253M +$5.25M +2% 95
EWP
4979
Elevation Wealth Partners
California
$253M +$21.9M +9% 506
IIA
4980
ICW Investment Advisors
Arizona
$253M +$7.73M +3% 142
AWS
4981
Arkfeld Wealth Strategies
Nebraska
$253M +$22.4M +10% 110
RIA
4982
Realta Investment Advisors
Delaware
$253M +$33.6M +15% 347
HAG
4983
HF Advisory Group
Maryland
$253M +$24.2M +11% 166
FDS
4984
First Dallas Securities
Texas
$253M +$13.7M +6% 129
S
4985
Sachetta
Massachusetts
$253M +$8.88M +4% 1,208
WCM
4986
Weik Capital Management
Pennsylvania
$253M +$6.99M +3% 93
DAM
4987
Deepwater Asset Management
Minnesota
$253M +$16.3M +7% 22
CLA
4988
Carnegie Lake Advisors
New Jersey
$253M +$6.19M +3% 171
MA
4989
MKT Advisors
California
$253M +$39.4M +18% 173
RCS
4990
Retirement Capital Strategies
California
$252M -$3.75M -1% 86
GSC
4991
G&S Capital
Colorado
$252M +$16.9M +7% 133
BCM
4992
Beddow Capital Management
Wyoming
$252M -$14.9M -6% 57
EWM
4993
Elmwood Wealth Management
California
$252M +$8.48M +3% 135
S
4994
Sunpointe
Missouri
$252M +$64.4M +34% 245
1NWS
4995
1 North Wealth Services
Maryland
$252M +$35.9M +17% 283
GP
4996
Geneva Partners
Wisconsin
$252M +$58M +30% 76
BBWP
4997
Beacon Bridge Wealth Partners
Pennsylvania
$252M +$17.6M +8% 93
TWM
4998
Trinity Wealth Management
Pennsylvania
$252M +$32.9M +15% 64
KC
4999
Kaleidoscope Capital
Massachusetts
$252M +$83.7M +50% 9
MFC
5000
Morris Financial Concepts
South Carolina
$252M +$13.6M +6% 203