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
IWP
5776
Innova Wealth Partners
Pennsylvania
$114M +$4.67M +4% 60
AF
5777
Aegis Financial
Virginia
$114M 28
AWM
5778
Altus Wealth Management
Kentucky
$114M -$3.28M -3% 35
WCBA
5779
Weaver C. Barksdale & Associates
Tennessee
$113M +$13.8M +14% 65
SG
5780
Somerset Group
Minnesota
$113M +$3.95M +4% 70
CSC
5781
Caldwell Sutter Capital
California
$113M 315
MC
5782
Muzinich & Co
New York
$113M +$10.6M +10% 57
SAM
5783
Silverhawk Asset Management
Arizona
$113M +$13.6M +14% 35
SW
5784
Simplicity Wealth
New Jersey
$113M +$38.8M +52% 102
SIRP
5785
Shelter Insurance Retirement Plan
Missouri
$113M -$25.7M -18% 8
ASFA
5786
All Season Financial Advisors
Colorado
$113M +$21M +23% 143
DTC
5787
Davidson Trust Company
Washington
$113M +$9.06M +9% 110
DEM
5788
Disciplined Equity Management
Florida
$113M +$11.7M +12% 57
SCP
5789
Stevens Capital Partners
Nebraska
$113M 50
BW
5790
Basepoint Wealth
Iowa
$113M +$19.3M +21% 91
PWMG
5791
Pinnacle Wealth Management Group
Michigan
$113M -$610K -0.5% 111
IVMX
5792
Institutional Venture Management XIII
California
$113M -$25M -18% 4
KC
5793
Kenfarb & Co
Kentucky
$113M +$7.59M +7% 235
BA
5794
Bluesphere Advisors
Pennsylvania
$113M +$12.5M +12% 85
CF
5795
Convergence Financial
Missouri
$113M +$21.5M +24% 28
GWAM
5796
Guardian Wealth Advisors (Minnesota)
Minnesota
$113M +$9.74M +9% 66
MC
5797
Matisse Capital
Oregon
$113M +$33.7M +43% 136
UONDDL
5798
University of Notre Dame du Lac
Indiana
$113M +$15.3M +16% 1
FCM
5799
Fairbanks Capital Management
California
$113M +$5.18M +5% 53
MJB
5800
Mark J. Bradley
$112M +$4.46M +4% 47