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
WFG
5051
Wills Financial Group
Virginia
$232M -$6.8M -3% 67
LIG
5052
Lokken Investment Group
Delaware
$232M -$8.26M -3% 164
PP
5053
Pacifica Partners
Canada
$231M -$10.7M -4% 514
ACH
5054
Axis Capital Holdings
Bermuda
$231M +$3.8M +2% 3
NWM
5055
Napa Wealth Management
California
$231M +$20M +9% 219
OFCM
5056
One Fin Capital Management
California
$231M -$33.4M -13% 23
AA
5057
AlphaMark Advisors
Kentucky
$231M -$58.7M -20% 773
CG
5058
Castellan Group
Kentucky
$231M -$6.42M -3% 70
SN
5059
Sittner & Nelson
Oregon
$231M +$7.09M +3% 509
PWA
5060
Phoenix Wealth Advisors
North Carolina
$231M +$15.2M +7% 126
SP
5061
Sherman Porfolios
Idaho
$230M 56
BIG
5062
Boothe Investment Group
Delaware
$230M +$11.5M +5% 41
AVM
5063
Arch Venture Management
Illinois
$230M -$30.3M -12% 9
WA
5064
Wealthstar Advisors
Texas
$230M 130
SCM
5065
Spreng Capital Management
Ohio
$230M +$15.1M +7% 78
TFA
5066
TPG Financial Advisors
Oregon
$230M +$7.76M +3% 70
BP
5067
BWM Planning
Texas
$230M +$4.47M +2% 78
PWM
5068
Pines Wealth Management
North Carolina
$230M 205
1CM
5069
14B Capital Management
California
$230M +$6.69M +3% 10
PXPO
5070
Peak XV Partners Operations
Mauritius
$230M +$51.4M +29% 4
LWM
5071
Laidlaw Wealth Management
New York
$230M +$27.4M +14% 194
MA
5072
MKT Advisors
California
$230M +$16.3M +8% 161
ACA
5073
Ascension Capital Advisors
Texas
$229M +$15.1M +7% 42
PWAC
5074
Private Wealth Advisors (California)
California
$229M -$16.3M -7% 87
CCM
5075
Consolidated Capital Management
California
$229M +$209K +0.1% 36