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
RIA
4976
Realta Investment Advisors
Delaware
$253M +$33.6M +15% 347
HAG
4977
HF Advisory Group
Maryland
$253M +$24.2M +11% 166
FDS
4978
First Dallas Securities
Texas
$253M +$13.7M +6% 129
S
4979
Sachetta
Massachusetts
$253M +$8.88M +4% 1,208
WCM
4980
Weik Capital Management
Pennsylvania
$253M +$6.99M +3% 93
DAM
4981
Deepwater Asset Management
Minnesota
$253M +$16.3M +7% 22
CLA
4982
Carnegie Lake Advisors
New Jersey
$253M +$6.19M +3% 171
MA
4983
MKT Advisors
California
$253M +$39.4M +18% 173
RCS
4984
Retirement Capital Strategies
California
$252M -$3.75M -1% 86
GSC
4985
G&S Capital
Colorado
$252M +$16.9M +7% 133
BCM
4986
Beddow Capital Management
Wyoming
$252M -$14.9M -6% 57
EWM
4987
Elmwood Wealth Management
California
$252M +$8.48M +3% 135
S
4988
Sunpointe
Missouri
$252M +$64.4M +34% 245
1NWS
4989
1 North Wealth Services
Maryland
$252M +$35.9M +17% 283
GP
4990
Geneva Partners
Wisconsin
$252M +$58M +30% 76
BBWP
4991
Beacon Bridge Wealth Partners
Pennsylvania
$252M +$17.6M +8% 93
TWM
4992
Trinity Wealth Management
Pennsylvania
$252M +$32.9M +15% 64
KC
4993
Kaleidoscope Capital
Massachusetts
$252M +$83.7M +50% 9
MFC
4994
Morris Financial Concepts
South Carolina
$252M +$13.6M +6% 203
RA
4995
Rise Advisors
New York
$252M +$25.5M +11% 1,662
GGI
4996
GPM Growth Investors
Michigan
$252M +$23.7M +10% 44
TBT
4997
Texas Bank & Trust
Texas
$252M +$15.2M +6% 186
TBC
4998
Ted Buchan & Co
California
$252M +$40.1M +19% 97
IWP
4999
Invenio Wealth Partners
Florida
$252M +$13.3M +6% 106
RW
5000
REDW Wealth
New Mexico
$251M -$17.2M -6% 109