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
MBI
5101
May Barnhard Investments
Maryland
$200M +$5.33M +3% 84
AFS
5102
Amtrust Financial Services
New York
$200M +$14.3M +8% 16
EP
5103
Essential Planning
New Hampshire
$200M +$1.56M +0.8% 65
DMBA
5104
Deseret Mutual Benefit Administrators
Utah
$200M +$26.3M +15% 487
EPW
5105
Evergreen Private Wealth
Colorado
$200M +$14.1M +8% 234
JGCM
5106
Joseph Group Capital Management
Ohio
$200M +$27.3M +16% 88
WF
5107
Warner Financial
Maryland
$200M +$22.1M +12% 109
AIM
5108
Ausbil Investment Management
Australia
$200M +$15M +8% 66
CWM
5109
Collaborative Wealth Management
Florida
$199M +$14.8M +8% 180
AWG
5110
Altus Wealth Group
Colorado
$199M +$19M +11% 161
LCM
5111
Leisure Capital Management
California
$199M +$14.3M +8% 144
ACM
5112
Ardent Capital Management
Ohio
$199M +$8.36M +4% 47
FI
5113
FIDELIS iM
Oregon
$199M +$13.4M +7% 18
TW
5114
Towerpoint Wealth
California
$199M +$15.6M +9% 86
W
5115
WorthPointe
California
$199M +$2.16M +1% 87
LFA
5116
LifeGuide Financial Advisors
Pennsylvania
$199M +$9.34M +5% 45
SN
5117
Sittner & Nelson
Oregon
$199M +$11.4M +6% 514
AIC
5118
Anthracite Investment Company
Texas
$198M +$43.2M +28% 116
AWM
5119
Act Wealth Management
Texas
$198M +$13M +7% 50
CA
5120
Claris Advisors
Missouri
$198M +$17.6M +10% 59
AI
5121
Acuitas Investments
Washington
$198M +$7.72M +4% 139
LIA
5122
Luken Investment Analytics
Tennessee
$198M +$12.8M +7% 136
BIG
5123
Boothe Investment Group
Delaware
$198M -$23.3M -11% 38
WFS
5124
Weitzel Financial Services
Iowa
$198M +$11.6M +6% 43
FCMI
5125
Foresite Capital Management IV
California
$198M +$40.5K +0% 5