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
PSB
6101
Passumpsic Savings Bank
Vermont
$139M -$17M -11% 103
WG
6102
Wealth Group
North Carolina
$139M +$6.9M +5% 154
BC
6103
Barnett & Company
Tennessee
$139M -$6.79M -5% 84
LHWM
6104
Lake Hills Wealth Management
Texas
$139M +$28.2M +25% 52
ATC
6105
Advantage Trust Company
Kansas
$139M +$3.65M +3% 177
HAM
6106
Hedges Asset Management
Nevada
$139M -$3.44M -2% 118
MFG
6107
Mosaic Financial Group
Illinois
$139M +$14.4M +12% 132
W
6108
WealthCollab
Washington
$139M +$3.71M +3% 917
MSA
6109
McAlister Sweet & Associates
Texas
$139M +$11.9M +9% 36
BC
6110
Blantyre Capital
United Kingdom
$139M -$44.3M -24% 4
OCA
6111
OEP Capital Advisors
New York
$139M -$136M -49% 2
CWI
6112
Conscious Wealth Investments
Florida
$139M +$7.6M +6% 48
ICM
6113
Islay Capital Management
Texas
$139M +$4.74M +4% 218
CAM
6114
Chou Associates Management
Ontario, Canada
$139M +$49.9M +56% 32
PFA
6115
Petra Financial Advisors
Colorado
$139M +$2.82M +2% 133
BM
6116
Bislett Management
California
$139M -$20.6M -13% 16
SIA
6117
Stegner Investment Associates
Kentucky
$139M +$2.47M +2% 24
BFS
6118
Beacon Financial Strategies
North Carolina
$139M +$182K +0.1% 36
FHC
6119
Fort Henry Capital
West Virginia
$139M +$3.35M +2% 15
WAG
6120
Wallace Advisory Group
California
$139M +$5.8M +4% 204
CSTB
6121
Charles Schwab Trust Bank
Nevada
$139M -$7.89M -5% 1
RFS
6122
Richardson Financial Services
Massachusetts
$139M -$3.03M -2% 658
LIA
6123
LifePlan Investment Advisors
North Carolina
$139M +$13.3M +11% 86
VAF
6124
Values Added Financial
District of Columbia
$139M +$10.5M +8% 92
SNBOSCI
6125
Security National Bank of Sioux City Iowa
Iowa
$139M -$3.13M -2% 93