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
VF
5501
Vawter Financial
Ohio
$237M +$16.5M +7% 123
GHA
5502
Granite Harbor Advisors
Texas
$237M -$1.11M -0.5% 135
MAWAG
5503
Mid-American Wealth Advisory Group
Missouri
$237M +$12.8M +6% 59
GCM
5504
Gables Capital Management
Florida
$237M +$3.33M +1% 475
BWA
5505
Boulder Wealth Advisors
Colorado
$237M +$21.5M +10% 39
CP
5506
Creekside Partners
California
$237M +$9.59M +4% 183
P
5507
Pfizer
New York
$236M -$201M -46% 21
CSA
5508
Cottage Street Advisors
Massachusetts
$236M +$957K +0.4% 156
SI
5509
SimpliFi Inc
California
$236M +$2.67M +1% 47
SPA
5510
Shore Point Advisors
New Jersey
$236M +$10.2M +4% 77
HBT
5511
Heartland Bank & Trust
Illinois
$236M -$5.85M -2% 179
WF
5512
Wayfinding Financial
Washington
$236M +$3.94M +2% 166
OFA
5513
Onyx Financial Advisors
Idaho
$236M +$9.88M +4% 19
CSC
5514
Caldwell Sutter Capital
California
$236M +$1.75M +0.7% 914
SAM
5515
Silphium Asset Management
United Kingdom
$236M -$102M -30% 60
BWM
5516
Boyd Wealth Management
California
$236M +$3.58M +2% 50
WAM
5517
Worth Asset Management
Texas
$236M +$13.3M +6% 201
MPW
5518
Melone Private Wealth
Michigan
$236M +$15M +7% 60
PWS
5519
Physician Wealth Solutions
Nevada
$236M +$6.72M +3% 46
CCM
5520
Conway Capital Management
California
$236M -$2.6M -1% 52
M
5521
MYeCFO
California
$236M +$15.8M +7% 67
WA
5522
Win Advisors
Florida
$236M +$30.1M +15% 100
FAG
5523
Fortitude Advisory Group
Washington
$235M +$49.4M +27% 232
IGYL
5524
I.G.Y. Ltd
United Kingdom
$235M -$3.43M -1% 3
YP
5525
YANKCOM Partnership
South Dakota
$235M +$13.1M +6% 393