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
5226
Wills Financial Group
Virginia
$230M +$4.85M +2% 71
SPA
5227
Sherbrooke Park Advisers
New York
$230M +$15.6M +7% 827
BWG
5228
Balanced Wealth Group
Ohio
$230M +$23.4M +11% 70
OIA
5229
Optimum Investment Advisors
Illinois
$230M +$17.9M +8% 648
SC
5230
Swan Capital
Florida
$230M +$13.7M +6% 520
SC
5231
Seldon Capital
California
$230M +$71.3M +45% 71
SAMC
5232
Spectrum Asset Management (California)
California
$230M +$5.05M +2% 105
MWM
5233
MBE Wealth Management
Wisconsin
$230M +$21M +10% 136
SIAS
5234
Summit Investment Advisory Services
Minnesota
$230M +$26M +13% 71
HT
5235
HAP Trading
New York
$230M -$50.9M -18% 525
TWA
5236
Trellis Wealth Advisors
California
$230M +$23.7M +11% 37
GFG
5237
Greenbush Financial Group
New York
$230M +$28.5M +14% 33
LK
5238
Lumbard & Kellner
New Hampshire
$229M +$2.62M +1% 97
SAM
5239
Stenahm Asset Management
Guernsey
$229M -$16.3M -7% 33
CWM
5240
Collaborative Wealth Management
Florida
$229M +$15.4M +7% 188
CI
5241
Cherokee Insurance
Michigan
$229M +$2.92M +1% 124
RFA
5242
Register Financial Advisors
Georgia
$229M +$36.9M +19% 347
WIM
5243
Wittenberg Investment Management
Massachusetts
$229M +$7.21M +3% 80
BC
5244
Bayforest Capital
United Kingdom
$229M -$725K -0.3% 939
GPFA
5245
Game Plan Financial Advisors
Ohio
$229M +$22.9M +11% 420
PGDP
5246
Pragma Gestao de Patrimonio
Brazil
$229M +$42.1M +23% 23
VVVM4
5247
Viola Ventures VC Management 4
Israel
$229M +$30.1M +15% 4
AWMNH
5248
Arcadia Wealth Management (New Hampshire)
New Hampshire
$229M +$26.2M +13% 66
PIP
5249
Palisades Investment Partners
California
$229M +$29.5M +15% 42
HFP
5250
Holistic Financial Partners
Indiana
$228M +$21M +10% 135