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
SNBOSCI
6451
Security National Bank of Sioux City Iowa
Iowa
$138M -$5.25M -4% 94
RFA
6452
ROI Financial Advisors
Oregon
$138M -$9.21M -6% 65
HA
6453
Helium Advisors
Washington
$137M +$11.2M +9% 108
FF
6454
Farrell Financial
New York
$137M -$2.53M -2% 67
AF
6455
Atala Financial
California
$137M -$5.16M -4% 482
CSI
6456
Clark & Stuart Inc
Maine
$137M +$617K +0.5% 44
SCM
6457
Sheridan Capital Management
California
$137M -$5.16M -4% 29
EFG
6458
Ehrlich Financial Group
California
$137M -$3.5M -2% 122
PM
6459
Plustick Management
Virginia
$137M -$21.7M -14% 23
ALS
6460
Andrew L. Share
$137M -$83.3M -38% 13
BWS
6461
Broadway Wealth Solutions
Texas
$137M +$5.19M +4% 96
CCM
6462
Cox Capital Management
Massachusetts
$137M -$18.8M -12% 69
AI
6463
Aflac Inc
Georgia
$137M -$39.6M -22% 3
GIS
6464
Graphene Investments SAS
France
$137M -$7.89M -5% 48
TBBL
6465
True Blue (BVI) Ltd
$137M -$25.5M -16% 5
LCAM
6466
Long Corridor Asset Management
Hong Kong
$137M +$3.45M +3% 29
LAIC
6467
Lederer & Associates Investment Counsel
California
$137M -$6.65M -5% 89
SFB
6468
STAR Financial Bank
Indiana
$137M -$2.31M -2% 116
DWMS
6469
Dominguez Wealth Management Solutions
Virginia
$136M -$560K -0.4% 62
LMC
6470
Lightspeed Management Company
California
$136M -$147M -52% 11
IWA
6471
Integrity Wealth Advisors
California
$136M +$437K +0.3% 68
KFG
6472
Kingdom Financial Group
Arizona
$136M -$9.91M -7% 52
FFWM
6473
Future Financial Wealth Management
Ohio
$136M -$378K -0.3% 462
SWR
6474
Spahn Wealth & Retirement
Arizona
$136M -$16.2M -11% 36
OCM
6475
Orser Capital Management
Texas
$136M -$9.06M -6% 51