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
SL
5251
SIB LLC
New York
$204M +$16.7M +9% 19
WA1
5252
Wimmer Associates 1
California
$204M +$9.19M +5% 114
IWMWV
5253
Ironwood Wealth Management (West Virginia)
West Virginia
$204M +$6.49M +3% 23
USB
5254
Union Savings Bank
Connecticut
$204M +$13.6M +7% 306
HCM
5255
HMS Capital Management
Tennessee
$204M +$12.1M +6% 113
CPW
5256
Catalyst Private Wealth
California
$204M +$14.9M +8% 83
IWM
5257
Iams Wealth Management
Nebraska
$204M +$21.1M +12% 160
GFA
5258
Grunden Financial Advisory
Texas
$204M +$12.2M +6% 27
RA
5259
Rockingstone Advisors
Massachusetts
$204M +$8.76M +4% 111
HLCM
5260
Hi-Line Capital Management
South Dakota
$204M -$34.5M -14% 39
FCG
5261
Financial Connections Group
California
$203M +$10.7M +6% 353
PK
5262
Pflug Koory
Nebraska
$203M 398
BSC
5263
Brown Shipley & Co
United Kingdom
$203M -$18.8M -8% 81
MI
5264
Moneywise Inc
Virginia
$203M +$14.4M +8% 63
SC
5265
Swan Capital
Florida
$203M +$19.7M +11% 386
FA
5266
Financial Avengers
California
$203M +$14.9M +8% 179
NRW
5267
Nova R Wealth
Kansas
$203M +$9.1M +5% 86
CCC
5268
Chelsea Counsel Company
California
$203M +$2.55M +1% 204
CCA
5269
Cora Capital Advisors
New Jersey
$203M +$8.67M +4% 106
AFC
5270
AFT Forsyth & Company
Florida
$203M -$1.13M -0.6% 141
MLA
5271
MB, Levis & Associates
Pennsylvania
$203M +$12.6M +7% 299
TA
5272
TKG Advisors
Indiana
$203M +$18.4M +10% 110
WP
5273
Wealthspan Partners
Iowa
$203M +$21.4M +12% 107
SAM
5274
Sequent Asset Management
Texas
$203M +$3.83M +2% 100
DI
5275
Disciplined Investments
Oklahoma
$203M +$15M +8% 125