We are live on ! Find out more

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
LEFP
4051
Leading Edge Financial Planning
Tennessee
$320M +$15.3M +5% 60
KFG
4052
Kelly Financial Group
Connecticut
$320M +$38.8M +14% 89
HWMG
4053
Hurlow Wealth Management Group
Indiana
$320M -$247K -0.1% 126
SIM
4054
SW Investment Management
Colorado
$320M -$106M -25% 14
CWM
4055
Centurion Wealth Management
Virginia
$320M -$45.5K -0% 215
RWM
4056
Ruedi Wealth Management
Illinois
$320M +$2.77M +0.9% 339
WSC
4057
Wellington Shields & Co
New York
$319M -$6.63M -2% 317
LIP
4058
Landmark Investment Partners
Florida
$319M +$72.1M +29% 34
PP
4059
Prosperity Planning
Missouri
$319M +$7.35M +2% 105
UWM
4060
United Wealth Management
Virginia
$319M +$22.6M +8% 21
BWM
4061
Buska Wealth Management
Wisconsin
$319M +$6.66M +2% 64
PA
4062
PFW Advisors
Georgia
$319M -$6.16M -2% 128
IAM
4063
Iridian Asset Management
Connecticut
$319M -$57M -15% 51
RWM
4064
Rialto Wealth Management
New York
$319M +$15.8M +5% 1,012
SACTSONJ
4065
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$318M -$21.4M -6% 216
OCMH
4066
Oxbow Capital Management (HK)
Hong Kong
$318M +$36.7M +13% 14
DA
4067
Detalus Advisors
Missouri
$318M +$14.8M +5% 168
AWC
4068
Adamsbrown Wealth Consultants
Kansas
$318M +$24.9M +8% 107
RCA
4069
Riverview Capital Advisers
Massachusetts
$318M -$13.2M -4% 98
UOIF
4070
University of Illinois Foundation
Illinois
$318M -$24.6M -7% 9
BAM
4071
Brave Asset Management
New Jersey
$318M +$3.64M +1% 167
PWC
4072
PYA Waltman Capital
Tennessee
$318M +$7.66M +2% 80
NWAG
4073
Net Worth Advisory Group
Utah
$318M -$11.5M -3% 427
MFGP
4074
Marshall Financial Group (Pennsylvania)
Pennsylvania
$318M -$9.41M -3% 54
BCCM
4075
Bridge Creek Capital Management
Massachusetts
$317M -$7.98M -2% 113