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
BFS
6126
Beacon Financial Strategies
North Carolina
$139M +$182K +0.1% 36
FHC
6127
Fort Henry Capital
West Virginia
$139M +$3.35M +2% 15
WAG
6128
Wallace Advisory Group
California
$139M +$5.8M +4% 204
CSTB
6129
Charles Schwab Trust Bank
Nevada
$139M -$7.89M -5% 1
RFS
6130
Richardson Financial Services
Massachusetts
$139M -$3.03M -2% 658
LIA
6131
LifePlan Investment Advisors
North Carolina
$139M +$13.3M +11% 86
VAF
6132
Values Added Financial
District of Columbia
$139M +$10.5M +8% 92
SNBOSCI
6133
Security National Bank of Sioux City Iowa
Iowa
$139M -$3.13M -2% 93
HSWS
6134
Higgins & Schmidt Wealth Strategies
Colorado
$139M +$3.09M +2% 45
SFP
6135
Strategic Financial Planning
Texas
$139M +$5.02M +4% 36
MFFIA
6136
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$139M +$947K +0.7% 67
SIA
6137
Schear Investment Advisers
Ohio
$138M +$14M +11% 81
CL
6138
CRCM LP
California
$138M +$5.35M +4% 7
LAIC
6139
Lederer & Associates Investment Counsel
California
$138M -$5.68M -4% 90
BIA
6140
Benchmark Investment Advisors
Illinois
$138M +$11.4M +9% 98
SH
6141
SeaTown Holdings
Singapore
$138M -$19.9M -13% 22
MF
6142
Meridian Financial
Massachusetts
$138M +$4.07M +3% 125
VF
6143
VitalStone Financial
Texas
$138M +$7.06M +5% 611
LWA
6144
Lantern Wealth Advisors
New York
$138M -$4.41M -3% 139
CIA
6145
Cladis Investment Advisory
Montana
$138M +$1.6M +1% 147
RFA
6146
ROI Financial Advisors
Oregon
$138M +$10.6M +8% 66
KCM
6147
Kerusso Capital Management
North Carolina
$138M 54
KDIA
6148
KPCB DGF II Associates
California
$138M -$21.4M -13% 2
BWIA
6149
Bryant Woods Investment Advisors
New York
$137M -$32M -19% 48
MCM
6150
McDonough Capital Management
Florida
$137M +$10.7M +8% 46