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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
CW
4176
Channel Wealth
California
$322M +$14.8M +5% 1.57% 59.3% 178 16.29%
SWA
4177
Strata Wealth Advisors
Texas
$322M +$3.13M +1% 2.11% 68.3% 80 16.25%
TWP
4178
Triad Wealth Partners
Kansas
$322M +$44.8M +16% 1.09% 226 29.65%
BWM
4179
Buckley Wealth Management
Nevada
$321M -$5.18M -2% 0.51% 88% 105 12.38%
MPPLM
4180
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$321M -$13.5M -4% 2.59% 130% 159 6.92%
XWM
4181
Xcel Wealth Management
Florida
$321M -$39.9M -11% 8.3% 93.7% 136 12.5%
SWK
4182
Stephen W. Kidder
$321M -$11.5M -3% 1.1% 94.7% 72 5.56%
BAM
4183
Brave Asset Management
New Jersey
$321M +$5.65M +2% 2.72% 76.3% 174 9.2%
GF
4184
Gray Foundation
New York
$321M -$30M -9% 7.52% 14 21.43%
GCM
4185
Galibier Capital Management
Ontario, Canada
$321M -$29.7M -8% 0.93% 66.8% 40 15%
CFO
4186
Colony Family Offices
North Carolina
$321M +$2.27M +0.7% 0.93% 49.6% 79 12.66%
SA
4187
Shilanski & Associates
Alaska
$321M +$8.84M +3% 1.03% 84.2% 114 20.18%
LEFP
4188
Leading Edge Financial Planning
Tennessee
$320M +$15.3M +5% 0.24% 44.4% 60 8.33%
KFG
4189
Kelly Financial Group
Connecticut
$320M +$38.8M +14% 0.24% 89 22.47%
HWMG
4190
Hurlow Wealth Management Group
Indiana
$320M -$247K -0.1% 0.95% 55.8% 126 8.73%
CRAM
4191
Compass Rose Asset Management
New York
$320M +$70M +28% 5.52% 41% 25 44%
SIM
4192
SW Investment Management
Colorado
$320M -$106M -25% 13.6% 143% 14 42.86%
CWM
4193
Centurion Wealth Management
Virginia
$320M -$45.5K -0% 3.21% 215 0.47%
RWM
4194
Ruedi Wealth Management
Illinois
$320M +$2.77M +0.9% 0.42% 44.9% 339 3.83%
WSC
4195
Wellington Shields & Co
New York
$319M -$6.63M -2% 1.88% 109% 317 11.04%
PP
4196
Prosperity Planning
Missouri
$319M +$7.35M +2% 0.31% 40.5% 105 1.9%
UWM
4197
United Wealth Management
Virginia
$319M +$22.6M +8% 0.9% 21 0%
BWM
4198
Buska Wealth Management
Wisconsin
$319M +$6.66M +2% 2.11% 64 9.38%
PA
4199
PFW Advisors
Georgia
$319M -$6.16M -2% 0.47% 128 7.81%
VIM
4200
VELA Investment Management
Ohio
$319M -$40.1M -11% 1.65% 56.8% 180 23.33%