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
DRS
5151
Deane Retirement Strategies
Louisiana
$197M +$13.6M +7% 89
WMP
5152
Wealth Management Partners
Arizona
$197M +$17.6M +10% 127
AIM
5153
Aspen Investment Management
Michigan
$197M +$17.9M +10% 159
OFS
5154
OMC Financial Services
New York
$197M 60
HFP
5155
Holistic Financial Partners
Indiana
$197M +$30.5M +18% 143
AWA
5156
Alta Wealth Advisors
Massachusetts
$197M +$17.5M +10% 133
UBG
5157
United Bank (Georgia)
Georgia
$197M +$15.5M +9% 97
SWM
5158
Silverlake Wealth Management
Vermont
$196M +$15.1M +8% 258
SFS
5159
Searcy Financial Services
Kansas
$196M +$16.2M +9% 27
TF
5160
Theory Financial
Colorado
$196M +$9.22M +5% 85
AP
5161
Arlington Partners
Alabama
$196M -$151M -44% 261
HWMA
5162
Heritage Wealth Management (Arizona)
Arizona
$196M +$11.8M +6% 185
DWM
5163
Denver Wealth Management
Colorado
$196M +$19.2M +11% 83
GPC
5164
Guardian Point Capital
Virginia
$196M +$28.6M +17% 11
VCM
5165
Verger Capital Management
North Carolina
$196M +$16.6M +9% 13
FFL
5166
Flat Footed LLC
Wyoming
$196M -$138M -41% 17
HWA
5167
Hilltop Wealth Advisors
North Carolina
$196M +$20.2M +12% 52
TWCM
5168
True Wind Capital Management
California
$196M -$142M -42% 3
MFC
5169
Morris Financial Concepts
South Carolina
$195M +$20.4M +12% 174
CB
5170
Centennial Bank
Arkansas
$195M +$28.1M +17% 341
CG
5171
Castellan Group
Kentucky
$195M +$34.3M +21% 69
CPWM
5172
Cypress Point Wealth Management
Texas
$195M +$60.7M +45% 72
BFS
5173
Burrus Financial Services
Utah
$195M +$5.83M +3% 10
ST
5174
Skorpios Trust
Cyprus
$195M +$119M +156% 2
LI
5175
Latigo Investments
Florida
$195M +$14M +8% 20