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
RWIA
6051
Roger Wittlin Investment Advisory
California
$143M +$7.24M +5% 50
TFP
6052
TrueWealth Financial Partners
Washington
$143M +$10.9M +8% 18
KL
6053
KilterHowling LLC
Colorado
$142M +$8.98M +7% 46
HPCM
6054
Hein Park Capital Management
New York
$142M +$20M +16% 6
OCA
6055
Otter Creek Advisors
Florida
$142M +$25.5M +22% 58
LWA
6056
Lantern Wealth Advisors
New York
$142M +$14.8M +12% 130
HCM
6057
Helios Capital Management
Singapore
$142M +$16M +13% 49
PSC
6058
Prentiss Smith & Co
Vermont
$142M +$8M +6% 73
KFG
6059
Kingdom Financial Group
Arizona
$142M +$27.5M +24% 92
AW
6060
Apricus Wealth
South Carolina
$142M +$10.9M +8% 95
BCM
6061
Brigade Capital Management
New York
$142M -$1.12M -0.8% 32
CA
6062
Carson Advisory
Georgia
$142M +$13.6M +11% 176
VCWA
6063
Vanguard Capital Wealth Advisors
Colorado
$142M +$18.5M +15% 164
FWA
6064
FSC Wealth Advisors
New York
$142M +$5.52M +4% 312
AA
6065
Aufman Associates
Pennsylvania
$142M +$9.54M +7% 46
FRA
6066
FFG Retirement Advisors
Colorado
$142M +$12.5M +10% 48
TVM
6067
True Vision MN
Minnesota
$142M +$17.5M +14% 107
RWM
6068
Refined Wealth Management
Utah
$142M +$13.7M +11% 29
GC
6069
Gould Capital
Washington
$142M +$5.2M +4% 204
MWM
6070
Massachusetts Wealth Management
Massachusetts
$142M +$18M +15% 91
RFS
6071
Richardson Financial Services
Massachusetts
$142M +$27.7M +24% 646
SNBOSCI
6072
Security National Bank of Sioux City Iowa
Iowa
$142M +$9.37M +7% 91
PAWA
6073
Palo Alto Wealth Advisors
California
$142M +$9.57M +7% 43
SIM
6074
Sterling Investment Management
Arizona
$142M +$5.49M +4% 65
TC
6075
Tenret Company
Florida
$142M +$15.1M +12% 30