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
CWP
5851
Core Wealth Partners
California
$165M +$18.6M +13% 171
AC
5852
Avory & Company
Florida
$165M +$22.9M +16% 31
CS
5853
Capital Square
Tennessee
$165M +$10.9M +7% 178
HFS
5854
HBC Financial Services
Washington
$165M +$7.46M +5% 204
IAM
5855
Impala Asset Management
Florida
$165M +$53.9M +49% 20
TFG
5856
Tull Financial Group
Virginia
$164M 26
LFA
5857
Lauterbach Financial Advisors
Texas
$164M +$12.6M +8% 71
FCMT
5858
Founders Capital Management (Texas)
Texas
$164M +$9.9M +6% 388
IA
5859
Incentive AS
Norway
$164M +$70.1M +75% 2
SF
5860
SWP Financial
California
$164M +$12.5M +8% 55
LWMI
5861
Legacy Wealth Management (Idaho)
Idaho
$164M 698
LIS
5862
Legacy Investment Solutions
Idaho
$164M 698
IWP
5863
Insight Wealth Partners
Texas
$164M +$9.56M +6% 102
SNBOSCI
5864
Security National Bank of Sioux City Iowa
Iowa
$164M +$25.1M +18% 106
SIM
5865
SummerHaven Investment Management
Connecticut
$164M +$11.7M +8% 295
WFG
5866
Wormser Freres Gestion
France
$164M +$10.4M +7% 47
SPI
5867
Sutton Place Investors
New York
$164M +$13.4M +9% 124
VF
5868
Vawter Financial
Ohio
$164M +$18M +12% 98
OW
5869
Olistico Wealth
Oklahoma
$164M +$6.87M +4% 322
CIA
5870
Cohen Investment Advisors
New Hampshire
$164M +$39.2M +32% 79
HM
5871
Heronetta Management
New York
$164M +$7.23M +5% 23
BFG
5872
Baron Financial Group
New Jersey
$164M +$6.27M +4% 47
CMBA
5873
C.M. Bidwell & Associates
Hawaii
$164M +$14.2M +9% 560
CTC
5874
Cetera Trust Company
Minnesota
$164M +$4.22M +3% 411
MA
5875
McBroom & Associates
Nevada
$163M +$3.87M +2% 35