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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
WCWM
3326
Wooster Corthell Wealth Management
Connecticut
$437M +$21.7M +5% 5.7% 39.1% 50 2%
UCMOK
3327
United Capital Management of KS
Kansas
$437M +$106M +32% 31.5% 272% 85 16.47%
BWM
3328
Brickley Wealth Management
California
$436M +$21.7M +5% 5.58% 62.6% 45 4.44%
ARG
3329
Advisory Resource Group
Oklahoma
$436M +$34.7M +9% 8.97% 66.5% 165 13.33%
GFG
3330
Goldstone Financial Group
Illinois
$436M +$48.6M +13% 6.61% 54.9% 176 14.77%
RIG
3331
Renaissance Investment Group
Massachusetts
$436M +$33.7M +8% 10.1% 99.6% 87 8.05%
GDP
3332
Great Diamond Partners
Maine
$435M +$29.7M +7% 9.88% 78.6% 243 14.81%
LOM
3333
LTS One Management
New York
$435M +$7.48M +2% 9.06% 67.9% 22 54.55%
MRWM
3334
ML&R Wealth Management
Texas
$435M -$6.49M -1% 8.2% 76 11.84%
IF
3335
Ironwood Financial
Arizona
$435M +$22.2M +5% 5% 48.8% 153 5.88%
PPW
3336
Pasadena Private Wealth
California
$435M +$25M +6% 5.54% 53% 165 15.15%
CBA
3337
Coastal Bridge Advisors
Connecticut
$434M +$44.2M +11% 8.84% 88.1% 185 9.19%
AWC
3338
Abundance Wealth Counselors
Pennsylvania
$434M +$49.7M +13% 13.5% 94.7% 145 9.66%
EL
3339
Essex LLC
Illinois
$434M +$32.3M +8% 6.86% 89.1% 160 10.63%
TAM
3340
Tucker Asset Management
Colorado
$434M +$33.6M +8% 7.08% 64.2% 1,954 38.33%
SDWMA
3341
Schneider Downs Wealth Management Advisors
Pennsylvania
$434M +$49.2M +13% 6.16% 55% 143 20.28%
KAH
3342
Kathryn A. Hall
$434M +$79.3M +22% 13.9% 95.2% 54 9.26%
LL
3343
LWMG LLC
Minnesota
$433M +$25.9M +6% 6.23% 93 13.98%
CCWM
3344
Correct Capital Wealth Management
Missouri
$433M +$37.9M +10% 9.33% 150 20%
SFP
3345
Sweet Financial Partners
Minnesota
$433M +$12.7M +3% 7.8% 22.4% 202 12.87%
OWM
3346
Opes Wealth Management
California
$433M +$16.4M +4% 2.63% 54.1% 137 11.68%
LA
3347
Lynch & Associates
Indiana
$433M +$21.5M +5% 8.97% 62.9% 125 5.6%
BHPW
3348
Beverly Hills Private Wealth
California
$433M +$50M +13% 9.52% 80% 384 18.23%
EGI
3349
EAM Global Investors
California
$433M +$18.5M +4% 31.1% 2,399% 130 56.15%
TCOTS
3350
Trust Company of the South
North Carolina
$433M +$54.5M +14% 6.78% 127 18.11%