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
WCBA
5626
Weaver C. Barksdale & Associates
Tennessee
$107M -$4.89M -4% 66
BFS
5627
Beacon Financial Strategies
North Carolina
$107M -$9.01M -8% 35
LFG
5628
Leverty Financial Group
Wisconsin
$107M -$19.5M -15% 25
TLA
5629
Tree Line Advisors
Hong Kong
$107M -$61.8M -37% 6
BFM
5630
Broadview Financial Management
Wisconsin
$107M -$27.7M -21% 49
FHC
5631
Fort Henry Capital
West Virginia
$107M -$8.73M -8% 15
SC
5632
Schubert & Co
Texas
$107M +$15.9M +17% 1,678
FAG
5633
Fortitude Advisory Group
Washington
$107M -$77.9M -42% 1,543
CWM
5634
CarsonAllaria Wealth Management
Illinois
$107M -$4.68M -4% 351
CCP
5635
Carmel Capital Partners
California
$107M -$12.7M -11% 134
GWM
5636
Gitterman Wealth Management
New Jersey
$107M -$17.3M -14% 112
SPA
5637
Shore Point Advisors
New Jersey
$107M -$8.24M -7% 44
WAM
5638
Werlinich Asset Management
Connecticut
$107M -$24.3M -19% 59
KA
5639
Keene & Associates
Texas
$107M -$15.7M -13% 83
MF
5640
Montis Financial
Massachusetts
$107M -$21.2M -17% 66
MAG
5641
Millrace Asset Group
Pennsylvania
$107M -$30.8M -22% 81
GWM
5642
GoalFusion Wealth Management
Texas
$107M -$9.37M -8% 22
VCM
5643
Viewpoint Capital Management
Washington
$107M -$23.1M -18% 121
G1
5644
Greylock 15
California
$107M -$167M -61% 4
4FG
5645
4Thought Financial Group
New York
$107M -$6.17M -5% 105
FWM
5646
Fortress Wealth Management
California
$106M -$24.2M -19% 68
CCM
5647
Crestwood Capital Management
New York
$106M -$59.7M -36% 19
PFG
5648
Peterson Financial Group
Iowa
$106M -$14.5M -12% 78
MWVC
5649
Morgens Waterfall Vintiadis & Co
New York
$106M -$51.8M -33% 37
I
5650
IMPACTfolio
Colorado
$106M -$28.2M -21% 51