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
WG
6101
Wealth Group
North Carolina
$139M +$6.9M +5% 154
BC
6102
Barnett & Company
Tennessee
$139M -$6.79M -5% 84
LHWM
6103
Lake Hills Wealth Management
Texas
$139M +$28.2M +25% 52
ATC
6104
Advantage Trust Company
Kansas
$139M +$3.65M +3% 177
HAM
6105
Hedges Asset Management
Nevada
$139M -$3.44M -2% 118
MFG
6106
Mosaic Financial Group
Illinois
$139M +$14.4M +12% 132
W
6107
WealthCollab
Washington
$139M +$3.71M +3% 917
MSA
6108
McAlister Sweet & Associates
Texas
$139M +$11.9M +9% 36
BC
6109
Blantyre Capital
United Kingdom
$139M -$44.3M -24% 4
OCA
6110
OEP Capital Advisors
New York
$139M -$136M -49% 2
CWI
6111
Conscious Wealth Investments
Florida
$139M +$7.6M +6% 48
ICM
6112
Islay Capital Management
Texas
$139M +$4.74M +4% 218
CAM
6113
Chou Associates Management
Ontario, Canada
$139M +$49.9M +56% 32
PFA
6114
Petra Financial Advisors
Colorado
$139M +$2.82M +2% 133
BM
6115
Bislett Management
California
$139M -$20.6M -13% 16
SIA
6116
Stegner Investment Associates
Kentucky
$139M +$2.47M +2% 24
BFS
6117
Beacon Financial Strategies
North Carolina
$139M +$182K +0.1% 36
FHC
6118
Fort Henry Capital
West Virginia
$139M +$3.35M +2% 15
WAG
6119
Wallace Advisory Group
California
$139M +$5.8M +4% 204
CSTB
6120
Charles Schwab Trust Bank
Nevada
$139M -$7.89M -5% 1
RFS
6121
Richardson Financial Services
Massachusetts
$139M -$3.03M -2% 658
LIA
6122
LifePlan Investment Advisors
North Carolina
$139M +$13.3M +11% 86
VAF
6123
Values Added Financial
District of Columbia
$139M +$10.5M +8% 92
SNBOSCI
6124
Security National Bank of Sioux City Iowa
Iowa
$139M -$3.13M -2% 93
HSWS
6125
Higgins & Schmidt Wealth Strategies
Colorado
$139M +$3.09M +2% 45