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
WCM
4976
Weik Capital Management
Pennsylvania
$268M +$15.3M +6% 95
EI
4977
eCIO Inc
Wisconsin
$268M +$30.7M +13% 80
WF
4978
Warner Financial
Maryland
$268M +$25.4M +10% 125
BIA
4979
BHK Investment Advisors
Alabama
$268M +$12.3M +5% 67
FI
4980
Fosun International
China
$267M -$92.2M -26% 56
RA
4981
Ruggaard & Associates
Ohio
$267M +$18.5M +7% 121
HPC
4982
Highland Peak Capital
Connecticut
$267M +$22.5M +9% 18
FDS
4983
First Dallas Securities
Texas
$267M +$13.9M +6% 127
FWP
4984
Family Wealth Partners
North Carolina
$267M +$16.9M +7% 82
W
4985
WorthPointe
California
$267M +$29.1M +12% 111
TWM
4986
Trinity Wealth Management
Pennsylvania
$267M +$14.8M +6% 69
AG
4987
AmeriFlex Group
Nevada
$267M +$76.4M +40% 1,435
SFPG
4988
Stonebridge Financial Planning Group
Florida
$266M +$26.8M +11% 176
HBS
4989
Howard Bailey Securities
Indiana
$266M +$5.29M +2% 159
AWM
4990
Able Wealth Management
New Jersey
$266M +$67.7M +34% 119
NIWA
4991
New Insight Wealth Advisors
California
$266M +$22.8M +9% 110
CCAM
4992
Codex Capital Asset Management
Texas
$266M +$15.6M +6% 33
PWAC
4993
Private Wealth Advisors (California)
California
$266M +$10.7M +4% 91
DIM
4994
DLK Investment Management
California
$265M +$863K +0.3% 101
HHGC
4995
Hunting Hill Global Capital
New York
$265M +$80.5M +43% 105
NWMG
4996
National Wealth Management Group
Ohio
$265M +$86.9M +49% 254
IB
4997
Iyo Bank
Japan
$265M +$17.6M +7% 42
SW
4998
SMART Wealth
Nebraska
$265M -$53.7M -17% 193
JPLA
4999
Joseph P. Lucia & Associates
New York
$265M +$20.7M +8% 165
LVIA
5000
Lind Value II ApS
Denmark
$265M +$37.5M +16% 13