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
TLA
5026
Tree Line Advisors
Hong Kong
$169M -$161M -49% 7
FF
5027
Friedenthal Financial
New Jersey
$169M +$7.83M +5% 82
SAM
5028
Soditic Asset Management
United Kingdom
$169M -$25.1M -13% 19
SIAM
5029
Sterling Investment Advisors (Missouri)
Missouri
$169M -$6.67M -4% 32
FEM
5030
Fulcrum Equity Management
Texas
$169M -$98.5M -37% 207
LBC
5031
Lawrence B. Cohen
$169M -$87.4M -34% 100
WG
5032
Watchman Group
Texas
$169M -$22.2M -12% 87
ZIMP
5033
Zimmermann Investment Management & Planning
Pennsylvania
$169M -$9.71M -5% 99
AWA
5034
Alta Wealth Advisors
Massachusetts
$169M +$6.29M +4% 165
I2I
5035
Insight 2811 Inc
Illinois
$169M -$7.73M -4% 97
PWS
5036
Precision Wealth Strategies
Missouri
$168M +$29.7M +21% 183
HSWM
5037
Hubbell Strickland Wealth Management
Louisiana
$168M -$12.3M -7% 68
SAM
5038
Seelaus Asset Management
New Jersey
$168M -$15.9M -9% 316
SCM
5039
Susquehanna Capital Management
Pennsylvania
$168M -$105M -38% 2
CWA
5040
Capital Wealth Alliance
Arizona
$168M -$3.31M -2% 157
MWM
5041
MBE Wealth Management
Wisconsin
$168M -$26.5M -14% 74
SC
5042
Steph & Co
Wisconsin
$168M -$4.92M -3% 314
WLPWM
5043
Walled Lake Planning & Wealth Management
Illinois
$168M -$4.43M -3% 102
ICM
5044
Intrepid Capital Management
Florida
$168M -$28.5M -15% 68
HFA
5045
HC Financial Advisors
California
$168M -$12M -7% 346
WWP
5046
WR Wealth Planners
Missouri
$168M 519
LFPWM
5047
Leicht Financial Planning & Wealth Management
New Jersey
$168M -$7.33M -4% 24
FWA
5048
FOCUS Wealth Advisors
Texas
$168M +$721K +0.4% 44
CSA
5049
Cottage Street Advisors
Massachusetts
$168M -$8.87M -5% 109
HS
5050
Horan Securities
United States
$168M +$2.08M +1% 569