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
CTC
5876
Cetera Trust Company
Minnesota
$164M +$4.22M +3% 411
MA
5877
McBroom & Associates
Nevada
$163M +$3.87M +2% 35
DCI
5878
Data Collective IV
California
$163M +$20.8M +15% 6
LAM
5879
LifePro Asset Management
California
$163M +$23.9M +17% 176
OPWM
5880
Oxinas Partners Wealth Management
Indiana
$163M +$12.9M +9% 131
DFA
5881
DHK Financial Advisors
New Hampshire
$163M +$19.9M +14% 93
BWG
5882
Boomfish Wealth Group
Georgia
$163M +$8.44M +5% 93
EFIC
5883
Eliot Finkel Investment Counsel
California
$163M +$11.1M +7% 31
M1FG
5884
Mach-1 Financial Group
Arkansas
$163M +$21M +15% 90
MCM
5885
Mendel Capital Management
Arkansas
$163M +$8.21M +5% 100
SWM
5886
Salvus Wealth Management
New Jersey
$163M +$17.2M +12% 119
SVBP
5887
Strategic Value Bank Partners
Ohio
$163M +$11.9M +8% 22
NAAA
5888
New Age Alpha Advisors
New York
$163M -$18M -10% 179
AL
5889
ADE LLC
Maryland
$163M +$14.5M +10% 84
WAL
5890
W Advisors LLC
Tennessee
$162M +$9.92M +7% 120
TF
5891
Tudor Financial
Ohio
$162M 124
HCM
5892
Helios Capital Management
Singapore
$162M +$8.77M +6% 50
RB
5893
Richmond Brothers
Michigan
$162M +$112M +221% 38
TGI
5894
TRV GP IV
Massachusetts
$162M -$40.1M -20% 3
4FG
5895
4Thought Financial Group
New York
$162M +$1.12M +0.7% 109
FWM
5896
Finer Wealth Management
Massachusetts
$162M +$7.02M +5% 81
BFP
5897
Beacon Financial Planning
Massachusetts
$162M +$14.8M +10% 45
TCFP
5898
Treasure Coast Financial Planning
Florida
$162M +$10.4M +7% 35
GWAM
5899
Guardian Wealth Advisors (Minnesota)
Minnesota
$162M +$8.25M +5% 84
WBWA
5900
William B. Walkup & Associates
South Carolina
$162M +$8.96M +6% 161