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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
XWM
3976
Xcel Wealth Management
Florida
$161M +$50.3M +45% 30.6% 93.7% 102 27.45%
CPIA
3977
Cornell Pochily Investment Advisors
New York
$161M +$26.3M +19% 17.2% 83.7% 142 13.38%
RWP
3978
Reliant Wealth Planning
Kentucky
$161M -$30.6M -16% 13.8% 35.1% 11 45.45%
SGMP
3979
Spark Growth Management Partners
Massachusetts
$161M +$21.8M +16% 15.8% 1 0%
SHWM
3980
Smith & Howard Wealth Management
Georgia
$161M +$4.06M +3% 14.5% 33.6% 70 12.86%
LP
3981
LGL Partners
Pennsylvania
$161M +$8.81M +6% 21.4% 68.9% 95 21.05%
WFG
3982
Wills Financial Group
Virginia
$161M +$20.4M +15% 15.4% 51.7% 53 11.32%
TW
3983
Towerpoint Wealth
California
$161M +$34.4M +27% 14.2% 62.4% 69 20.29%
T
3984
Tinicum
New York
$161M +$69.8M +77% 79.7% 21.1% 3 33.33%
VFM
3985
Vivid Financial Management
California
$160M +$83.8M +110% 17.2% 106 48.11%
DSN
3986
D. Scott Neal
Kentucky
$160M -$6.71M -4% 9.73% 105% 41 24.39%
SC
3987
Steginsky Capital
New York
$160M +$16.2M +11% 12.3% 115% 8 0%
TCCM
3988
Timber Creek Capital Management
Massachusetts
$160M +$22.5M +16% 20.4% 85.7% 132 12.12%
CA
3989
Continuum Advisory
Idaho
$159M +$10.9M +7% 15.5% 59.2% 165 28.48%
PCMK
3990
Paragon Capital Management (Kansas)
Kansas
$159M +$20.4M +15% 19.6% 75.8% 193 75.65%
THWM
3991
Taylor Hoffman Wealth Management
Virginia
$159M +$55.3M +53% 20.9% 47.8% 402 73.63%
VFPI
3992
Vantage Financial Partners (Illinois)
Illinois
$159M +$20.5M +15% 17.8% 13.1% 75 21.33%
LAS
3993
Lloyd Advisory Services
Georgia
$159M +$23.8M +18% 9.76% 355 28.45%
LFA
3994
Legend Financial Advisors
Pennsylvania
$159M +$47.6M +43% 27.7% 117% 38 47.37%
BI
3995
Ballast Inc
Kentucky
$159M +$18.2M +13% 17.9% 66% 89 4.49%
HAFS
3996
Hapanowicz & Associates Financial Services
Pennsylvania
$159M +$18.6M +13% 12.1% 51.1% 19 10.53%
DLG
3997
Daniel L. Goodwin
$159M +$35M +28% 27.7% 72.6% 94 10.64%
SFWC
3998
Strategic Family Wealth Counselors
New Jersey
$159M +$25M +19% 15.3% 60.6% 85 22.35%
NAM
3999
Nationwide Asset Management
Ohio
$159M +$87.3M +122% 11.1% 7.81% 10 20%
PWS
4000
Peloton Wealth Strategists
Indiana
$159M +$36M +29% 27.7% 41.1% 78 12.82%