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
GC
6051
Gould Capital
Washington
$142M +$5.2M +4% 204
MWM
6052
Massachusetts Wealth Management
Massachusetts
$142M +$18M +15% 91
RFS
6053
Richardson Financial Services
Massachusetts
$142M +$27.7M +24% 646
SNBOSCI
6054
Security National Bank of Sioux City Iowa
Iowa
$142M +$9.37M +7% 91
PAWA
6055
Palo Alto Wealth Advisors
California
$142M +$9.57M +7% 43
SIM
6056
Sterling Investment Management
Arizona
$142M +$5.49M +4% 65
TC
6057
Tenret Company
Florida
$142M +$15.1M +12% 30
CS
6058
Capital Square
Tennessee
$142M +$53.2M +60% 161
LIWM
6059
Long Island Wealth Management
New York
$142M +$1.4M +1% 434
LI
6060
LHM Inc
Utah
$142M +$21M +17% 15
AWA
6061
Archvest Wealth Advisors
California
$141M +$8.77M +7% 61
MA
6062
Marquette Associates
Illinois
$141M +$41.9M +42% 37
DFA
6063
DHK Financial Advisors
New Hampshire
$141M +$7.87M +6% 75
PJWM
6064
Philip James Wealth Mangement
Georgia
$141M +$12M +9% 86
VWA
6065
Valued Wealth Advisors
Utah
$141M +$32.9M +30% 631
LHCM
6066
Lloyd Harbor Capital Management
New York
$141M -$17.2M -11% 21
CTFG
6067
Capstone Triton Financial Group
Oklahoma
$141M +$3.79M +3% 105
KAM
6068
Kopion Asset Management
Texas
$141M +$10.3M +8% 18
LI
6069
Latash Investments
Alaska
$141M +$1.84M +1% 21
RB
6070
Renasant Bank
Mississippi
$141M +$15.1M +12% 191
AWA
6071
Adapt Wealth Advisors
Georgia
$140M 49
LP
6072
Lexington Partners
New York
$140M -$12M -8% 9
JPC
6073
Jabodon PT Co
Nevada
$140M +$10.3M +8% 4
ALWM
6074
Andrews Lucia Wealth Management
California
$140M +$10.8M +8% 28
MFA
6075
Millington Financial Advisors
Illinois
$140M +$15.4M +12% 83