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
SCM
5401
Segra Capital Management
Florida
$194M -$61.9M -24% 10
RWS
5402
Resolute Wealth Strategies
Mississippi
$194M +$1.91M +1% 103
DTC
5403
Davidson Trust Company
Washington
$194M -$338K -0.2% 158
COA
5404
Crown Oak Advisors
California
$194M +$14.2M +8% 26
LIC
5405
Laurus Investment Counsel
Canada
$194M -$64.4M -25% 45
TWM
5406
Triton Wealth Management
Arizona
$194M +$18.2M +10% 96
FC
5407
Financial Council
Maryland
$194M +$2.08M +1% 94
BWA
5408
Boulder Wealth Advisors
Colorado
$194M +$10M +5% 28
I2I
5409
Insight 2811 Inc
Illinois
$194M -$6.86M -3% 94
SIAS
5410
Summit Investment Advisory Services
Minnesota
$194M +$5.41M +3% 73
CCC
5411
Chelsea Counsel Company
California
$194M -$9.17M -5% 205
BAM
5412
Bellevue Asset Management
Washington
$194M -$987K -0.5% 508
BC
5413
Bowman & Company
Wisconsin
$194M +$3M +2% 109
LWM
5414
Lakeridge Wealth Management
Ohio
$194M +$11.6M +6% 160
LA
5415
Lane & Associates
New Jersey
$194M +$9.88M +5% 126
EFP
5416
Envision Financial Planning
Tennessee
$194M +$3.55M +2% 46
TCG
5417
Transcendent Capital Group
Oklahoma
$193M -$1.59M -0.8% 495
BI
5418
Berkeley Inc
Idaho
$193M -$150M -44% 69
RF
5419
RHS Financial
California
$193M -$5.36M -3% 149
KCM
5420
KM Capital Management
Texas
$193M +$6.08M +3% 48
EECFX
5421
EnCap Energy Capital Fund X
Texas
$193M -$37.7M -16% 1
SWP
5422
Significant Wealth Partners
Illinois
$193M -$14K -0% 124
BCP
5423
Blackhawk Capital Partners
Wisconsin
$193M +$5.88M +3% 146
TS
5424
TradeWell Securities
Indiana
$193M 39
BCA
5425
Ballentine Capital Advisors
South Carolina
$193M -$6.33M -3% 29