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
LA
6701
Lakeside Advisors
Washington
$156M -$1.69M -1% 65
LF
6702
LifeSteps Financial
California
$156M +$570K +0.4% 91
IIM
6703
Invariant Investment Management
Pennsylvania
$156M 71
CC
6704
Cultivar Capital
Texas
$156M +$6.26M +4% 47
MCM
6705
MidAtlantic Capital Management
Virginia
$156M +$9.65M +7% 240
SW
6706
Schulz Wealth
Texas
$156M +$4.81M +3% 65
PCM
6707
Palouse Capital Management
Washington
$156M -$1.17M -0.7% 164
GFG
6708
Grantvest Financial Group
New Jersey
$156M +$11.2M +8% 168
SA
6709
SFI Advisors
New Jersey
$156M -$996K -0.6% 69
FPWM
6710
Five Pine Wealth Management
Idaho
$156M +$7.97M +5% 42
ACM
6711
Arosa Capital Management
Florida
$156M +$90.8M +140% 93
SNBOSCI
6712
Security National Bank of Sioux City Iowa
Iowa
$156M +$2.19M +1% 93
AC
6713
Avory & Company
Florida
$156M -$10.3M -6% 42
CW
6714
Code Waechter
Florida
$156M +$2.51M +2% 119
WA
6715
Whipplewood Advisors
Colorado
$156M +$3.6M +2% 509
SCA
6716
Sippican Capital Advisors
Massachusetts
$156M +$4.36M +3% 117
AIFAIM
6717
American Institute for Advanced Investment Management
Arizona
$156M +$2.85M +2% 154
BM
6718
Bridger Management
New York
$156M -$30.1M -16% 35
BCWM
6719
Ball & Co Wealth Management
Tennessee
$155M +$5.01M +3% 93
BWM
6720
BNB Wealth Management
Maryland
$155M 88
SOWAS
6721
Silver Oak Wealth Advisors Services
California
$155M +$3.28M +2% 37
IFA
6722
Interactive Financial Advisors
Illinois
$155M -$30.2M -16% 86
GCA
6723
Gallagher Capital Advisors
Texas
$155M -$18.9M -11% 80
SOWBOCOPL
6724
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$155M -$2.22M -1% 6
WGS
6725
Washington Growth Strategies
District of Columbia
$155M +$14.4M +10% 57