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
WAG
5176
Wheelhouse Advisory Group
Missouri
$263M +$30.7M +13% 52
CFA
5177
Camarda Financial Advisors
Florida
$263M -$8.57M -3% 122
WOCP
5178
White Oak Capital Partners
Singapore
$263M +$5.57M +2% 17
CLA
5179
Carnegie Lake Advisors
New Jersey
$263M +$2.69M +1% 171
FF
5180
Fluent Financial
Texas
$262M +$6.92M +3% 95
RW
5181
REDW Wealth
New Mexico
$262M -$2.26M -0.9% 114
FCIS
5182
First Citizens Investor Services
North Carolina
$262M +$3.42M +1% 23
WMIG
5183
White Mountains Insurance Group
New Hampshire
$262M +$58.7M +29% 2
GIM
5184
Goodlander Investment Management
Texas
$262M -$461K -0.2% 18
CFG
5185
Cambridge Financial Group
Ohio
$262M +$3.88M +2% 35
KC
5186
Kaleidoscope Capital
Massachusetts
$262M -$88.2M -25% 11
HCM
5187
Heathbridge Capital Management
Ontario, Canada
$262M +$1.19M +0.5% 30
WFG
5188
Wills Financial Group
Virginia
$262M +$17.8M +7% 76
TWCM
5189
True Wind Capital Management
California
$262M -$11.2M -4% 2
BWA
5190
BCU Wealth Advisors
Illinois
$261M +$14.1M +6% 63
KWA
5191
Kondo Wealth Advisors
California
$261M +$13.4M +5% 73
LWMNY
5192
Landmark Wealth Management (New York)
New York
$261M +$9.47M +4% 89
1CM
5193
1492 Capital Management
Wisconsin
$261M +$13.9M +6% 136
TS
5194
Twin Securities
New York
$261M +$62.6M +32% 25
RMP
5195
Richards, Merrill & Peterson
Washington
$261M +$29.3M +13% 280
FA
5196
Fedenia Advisers
Wisconsin
$261M +$9.17M +4% 185
HIC
5197
Harbor Island Capital
Massachusetts
$261M +$27.2M +12% 15
WIM
5198
Wittenberg Investment Management
Massachusetts
$261M +$8.67M +3% 78
GAMC
5199
Garner Asset Management Corp
Texas
$261M +$12.5M +5% 426
MPAM
5200
Murphy Pohlad Asset Management
Minnesota
$260M +$5.57M +2% 130