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
IFS
5451
Intelligent Financial Strategies
Minnesota
$192M +$11.1M +6% 84
RTL
5452
Red Tortoise LLC
Georgia
$192M +$920K +0.5% 639
DLHL
5453
Donald L. Hagan LLC
Florida
$192M -$1.02M -0.5% 98
SIP
5454
Sellwood Investment Partners
Oregon
$192M +$5.53M +3% 55
AWM
5455
Ariadne Wealth Management
California
$192M -$27M -12% 248
WAM
5456
WFA Asset Management
Wisconsin
$191M +$6.24M +3% 266
LFPWM
5457
Leicht Financial Planning & Wealth Management
New Jersey
$191M -$4.24M -2% 19
TWA
5458
Tandem Wealth Advisors
Arizona
$191M -$4.77M -2% 54
MAM
5459
Mirabaud Asset Management
United Kingdom
$191M -$23.8M -11% 43
MPW
5460
Melone Private Wealth
Michigan
$191M -$1.86M -1% 52
CP
5461
Creekside Partners
California
$191M -$1.93M -1% 167
RWP
5462
Ridgecrest Wealth Partners
California
$191M +$6.55M +4% 117
CWM
5463
Chicago Wealth Management
Illinois
$191M -$1.66M -0.9% 53
CCC
5464
Compass Capital Corp
Massachusetts
$191M -$65.7M -26% 210
MWA
5465
Moser Wealth Advisors
Washington
$191M -$1.33M -0.7% 171
WFS
5466
Walker Financial Services
Kentucky
$191M +$18.8M +11% 36
APW
5467
Aventura Private Wealth
Florida
$191M +$5.03M +3% 813
GCA
5468
GSI Capital Advisors
California
$191M +$1.68M +0.9% 38
CIC
5469
Cornercap Investment Counsel
Georgia
$191M -$120M -39% 470
BRG
5470
Bay Rivers Group
Virginia
$191M -$15.6M -8% 88
WI
5471
Whitebark Investors
Nevada
$191M -$25.1M -12% 11
MSWM
5472
Master's Wealth Management
Pennsylvania
$191M +$3.22M +2% 42
CFS
5473
Compass Financial Services
Iowa
$191M +$13.9M +8% 306
PA
5474
Proem Advisors
Texas
$190M -$28.3M -13% 35
VIA
5475
Victrix Investment Advisors
Florida
$190M +$51.7M +37% 97