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
LI
6901
Latash Investments
Alaska
$129M +$8.26M +7% 18
BW
6902
Basepoint Wealth
Iowa
$129M +$1.58M +1% 111
LFS
6903
Littlejohn Financial Services
Oregon
$129M +$2.84M +2% 71
BCM
6904
Bluefin Capital Management
New York
$129M +$4.82M +4% 151
DJFS
6905
Dean Jacobson Financial Services
Texas
$129M -$714K -0.5% 16
GFA
6906
Gladwyn Financial Advisors
Virginia
$129M 82
IWM
6907
IMG Wealth Management
Florida
$129M +$17.7M +16% 517
MPW
6908
Magnolia Private Wealth
Pennsylvania
$129M +$10.8M +9% 117
AC
6909
Avant Capital
Louisiana
$129M +$8.67M +7% 71
CAG
6910
Cypress Advisory Group
Arizona
$129M +$19.2M +18% 68
CI
6911
CPR Investments
Michigan
$129M +$16.1M +14% 51
DFA
6912
Davies Financial Advisors
California
$129M +$11.5M +10% 79
SHFA
6913
Sherrill & Hutchins Financial Advisory
Georgia
$129M +$11.4M +10% 12
CFGW
6914
Chancellor Financial Group WB
Pennsylvania
$129M +$8.32M +7% 140
DG
6915
DMC Group
Alabama
$129M +$5.87M +5% 139
BC
6916
Broadwater Capital
Massachusetts
$129M +$812K +0.6% 227
PW
6917
Paladin Wealth
Minnesota
$129M +$17.3M +16% 115
VF
6918
Visa Foundation
California
$129M -$4.27M -3% 1
MC
6919
Marest Capital
California
$129M +$8.15M +7% 30
7CM
6920
7G Capital Management
New York
$129M +$11.8M +10% 8
DC
6921
Dahring Cusmano
Michigan
$128M +$12.2M +11% 56
DI
6922
Disciplined Investors
Texas
$128M +$17.5M +16% 123
SMAM
6923
Sugar Maple Asset Management
Wisconsin
$128M +$1.24M +1% 85
USWG
6924
U.S. Wealth Group
New York
$128M +$2.07M +2% 42
USWIA
6925
UP Strategic Wealth Investment Advisors
Pennsylvania
$128M +$15.8M +14% 101