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
WW
5501
Windle Wealth
Oklahoma
$224M +$19M +9% 33
TCG
5502
Transcendent Capital Group
Oklahoma
$223M +$28.9M +15% 126
NPI
5503
New Perspectives Inc
Mississippi
$223M +$21.2M +10% 41
PF
5504
Penney Financial
Texas
$223M +$26.6M +14% 51
EFA
5505
Edge Financial Advisors
Illinois
$223M +$33.4M +18% 141
AWM
5506
Ariadne Wealth Management
California
$223M +$14M +7% 261
LIA
5507
Limestone Investment Advisors
New York
$223M -$7.58M -3% 389
FGG
5508
Financial Guidance Group
Florida
$223M +$17.2M +8% 87
TRIA
5509
Trail Ridge Investment Advisors
Colorado
$223M +$15.1M +7% 110
FS
5510
Financial Symmetry
North Carolina
$223M +$29.4M +15% 54
SHCM
5511
Silver Heights Capital Management
Ontario, Canada
$223M -$39.2M -15% 4
FL
5512
FreeGulliver LLC
Louisiana
$223M +$5.93M +3% 114
OWCM
5513
One Wealth Capital Management
Arizona
$223M +$9.88M +5% 129
CFGF
5514
Compass Financial Group (Florida)
Florida
$223M +$23.4M +12% 47
LWM
5515
Lodestone Wealth Management
Washington
$222M +$17.1M +8% 177
WAM
5516
Worth Asset Management
Texas
$222M +$19.7M +10% 204
MSS
5517
Mitchell Sinkler & Starr
Pennsylvania
$222M +$13.5M +6% 148
SNWA
5518
Siligmueller & Norvid Wealth Advisors
Illinois
$222M -$35.1M -14% 228
HWA
5519
Hillcrest Wealth Advisors
New Jersey
$222M +$9.71M +5% 54
EA
5520
Evolution Advisers
Virginia
$222M +$18.4M +9% 163
OFM
5521
Omega Fund Management
Massachusetts
$222M +$67.9M +44% 14
IRP
5522
Investment Research Partners
Pennsylvania
$222M 224
SCM
5523
Sage Capital Management
New Jersey
$222M +$14.5M +7% 164
MC
5524
Matisse Capital
Oregon
$222M +$10.6M +5% 183
LAI
5525
Legal Advantage Investments
California
$222M +$8.29M +4% 99