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
WH
6326
Wallace Hart
Kentucky
$129M +$8.87M +7% 35
FS
6327
Financial Symmetry
North Carolina
$129M +$14.3M +13% 42
FF
6328
Farrell Financial
New York
$128M +$6.24M +5% 72
PFP
6329
Paragon Financial Partners
California
$128M +$6.87M +6% 86
LWMNY
6330
Landmark Wealth Management (New York)
New York
$128M -$87.6M -41% 75
SRA
6331
Secured Retirement Advisors
Minnesota
$128M +$10.3M +9% 119
VBCG
6332
Valley Brook Capital Group
Pennsylvania
$128M +$3.13M +3% 121
PAG
6333
Paladin Advisory Group
Iowa
$128M +$1.81M +1% 230
TF
6334
Tenon Financial
New Jersey
$128M +$9.74M +8% 43
PBK
6335
Peoples Bank (Kansas)
Kansas
$128M +$260K +0.2% 276
CIG
6336
Cascade Investment Group
Colorado
$128M -$5.52M -4% 149
BCM
6337
Bancreek Capital Management
California
$128M -$6.08M -5% 20
CAM
6338
Clio Asset Management
Virginia
$128M -$10.3M -7% 12
WFL
6339
Wealth Forward LLC
North Dakota
$128M +$965K +0.8% 32
CCA
6340
Cottonwood Capital Advisors
Utah
$128M +$1.86M +1% 124
AI
6341
Arrien Investments
Idaho
$128M +$1.29M +1% 41
BCM
6342
Beaumont Capital Management
Massachusetts
$128M -$7.99M -6% 54
WFS
6343
Walker Financial Services
Kentucky
$128M +$6.19M +5% 28
HPCM
6344
Hein Park Capital Management
New York
$128M -$14.5M -10% 4
BCG
6345
BayBridge Capital Group
California
$128M +$13.1M +11% 83
TFP
6346
Tilia Fiduciary Partners
North Carolina
$128M +$4.55M +4% 99
AA
6347
Atmos Advisory
Pennsylvania
$128M +$2.97M +2% 20
WA
6348
WESPAC Advisors
California
$128M -$44M -26% 188
WCM
6349
Windham Capital Management
Massachusetts
$128M +$683K +0.5% 44
SAM
6350
Steinberg Asset Management
New York
$128M +$9.81M +8% 44