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
BC
5826
Birchview Capital
Vermont
$118M -$15.7M -12% 54
RWM
5827
Revisor Wealth Management
Ohio
$118M +$6.25M +6% 180
CP
5828
Clayton Partners
California
$118M +$1.93M +2% 42
MSA
5829
McAlister Sweet & Associates
Texas
$118M +$1.4M +1% 40
YWS
5830
Yarger Wealth Strategies
Ohio
$118M +$6.3M +6% 64
VCM
5831
VeriStar Capital Management
New York
$117M -$2.38M -2% 12
WCBA
5832
Weaver C. Barksdale & Associates
Tennessee
$117M +$16.2M +16% 63
DWM
5833
Defined Wealth Management
Oregon
$117M -$1.28M -1% 100
LFA
5834
Legend Financial Advisors
Pennsylvania
$117M -$2.62M -2% 214
MC
5835
Mayar Capital
United Kingdom
$117M -$6.69M -5% 14
CGH
5836
CMG Global Holdings
Texas
$117M -$5.13M -4% 87
WCM
5837
W Capital Management
New York
$117M +$13.3M +13% 4
PCMU
5838
Paragon Capital Management (Utah)
Utah
$117M -$1.32M -1% 82
PIP
5839
PB Investment Partners
California
$117M +$229K +0.2% 10
SAMC
5840
Spectrum Asset Management (Connecticut)
Connecticut
$117M -$4M -3% 7
OPPS
5841
Obsidian Personal Planning Solutions
Maryland
$117M +$35.9M +44% 83
VBWMG
5842
Von Berge Wealth Management Group
California
$117M -$3.67M -3% 62
MHWM
5843
Montz Harcus Wealth Management
Louisiana
$117M -$3.79M -3% 59
AA
5844
Atmos Advisory
Pennsylvania
$117M -$1.48M -1% 20
LI
5845
Latash Investments
Alaska
$117M -$6.95M -6% 20
DSN
5846
D. Scott Neal
Kentucky
$117M -$16M -12% 66
FHC
5847
Fort Henry Capital
West Virginia
$117M -$7.31M -6% 15
PBK
5848
Peoples Bank (Kansas)
Kansas
$117M 268
LFASL
5849
Lugano Financial Advisors SA (LFA)
Switzerland
$117M -$33.5M -22% 215
MAM
5850
Miria Asset Management
Malta
$117M +$77.8M +200% 11