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
WFS
6451
Widmann Financial Services
Maryland
$129M -$2.86M -2% 105
DWA
6452
Dougherty Wealth Advisers
Minnesota
$129M +$3.14M +2% 114
HWM
6453
Horizons Wealth Management
North Carolina
$129M -$223K -0.2% 175
MHFA
6454
Mission Hills Financial Advisory
California
$129M +$11.3M +10% 35
FWMM
6455
Foundation Wealth Management (Missouri)
Missouri
$129M -$3M -2% 47
IAIM
6456
Industrial Alliance Investment Management
Quebec, Canada
$129M -$67.6M -34% 15
TFP
6457
Traction Financial Partners
Wyoming
$129M +$1.21M +0.9% 60
FI
6458
FWG Investments
Kentucky
$129M +$13M +11% 140
MVA
6459
Mount Vernon Associates
Maryland
$128M +$2.27M +2% 53
CNTOF
6460
Canandaigua National Trust of Florida
New York
$128M +$11.8M +10% 116
LI
6461
Latash Investments
Alaska
$128M +$19.5M +18% 17
BIG
6462
Bush Investment Group
Georgia
$128M +$3.06M +2% 33
TA
6463
TPG Advisors
Illinois
$128M +$101K +0.1% 91
LCM
6464
LRT Capital Management
Texas
$128M +$20.4M +19% 105
PCMU
6465
Paragon Capital Management (Utah)
Utah
$128M -$7.71M -6% 86
AFR
6466
Applied Fundamental Research
Massachusetts
$128M -$23.6M -16% 13
VIA
6467
Virtus Investment Advisers
Connecticut
$128M +$468K +0.4% 429
RWM
6468
Rolek Wealth Management
Pennsylvania
$128M 11
BA
6469
Brightwater Advisory
Florida
$128M -$8.32M -6% 60
BWA
6470
Blodgett Wealth Advisors
California
$128M +$8.6M +7% 61
BDS
6471
Banco de Sabadell
Florida
$127M -$6M -4% 60
IPAM
6472
Investment Partners Asset Management
New Jersey
$127M +$5.36M +4% 154
SIM
6473
Sterling Investment Management
Arizona
$127M -$4.44M -3% 62
IAP
6474
Indie Asset Partners
Indiana
$127M -$6.19M -5% 120
ACL
6475
Applied Capital LLC
Florida
$127M -$1.05M -0.8% 88