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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
SIM
4401
Sentry Investment Management
Wisconsin
$209M -$56.1M -21% 525
SSWG
4402
Seven Springs Wealth Group
Tennessee
$209M -$2.12M -1% 64
ZIMP
4403
Zimmermann Investment Management & Planning
Pennsylvania
$209M -$6.51M -3% 124
SPG
4404
Snow Phipps Group
New York
$209M +$7.17M +4% 2
FPGT
4405
Financial Partners Group (Tennessee)
Tennessee
$208M +$9.76M +5% 89
SFWC
4406
Strategic Family Wealth Counselors
New Jersey
$208M -$9.46M -4% 111
RWM
4407
RBA Wealth Management
California
$208M -$6.72M -3% 91
SLWA
4408
San Luis Wealth Advisors
California
$208M -$75.7M -27% 168
TCWM
4409
Total Clarity Wealth Management
Illinois
$208M +$6.22M +3% 246
JGIA
4410
Jackson Grant Investment Advisers
Connecticut
$207M -$8M -4% 421
KCM
4411
Khrom Capital Management
Florida
$207M +$23.1M +13% 13
EWM
4412
Elmwood Wealth Management
California
$207M -$7.24M -3% 123
AAM
4413
Alphadyne Asset Management
New York
$207M +$175M +535% 99
SF
4414
Safeguard Financial
Wisconsin
$207M -$312K -0.2% 608
KLCM
4415
KG&L Capital Management
Louisiana
$207M -$1.33M -0.6% 168
APA
4416
Astoria Portfolio Advisors
New York
$207M -$51.1M -20% 202
BWM
4417
Biltmore Wealth Management
Arizona
$207M -$28.7M -12% 53
PM
4418
Phraction Management
Connecticut
$207M +$4.47M +2% 51
WMR
4419
Wealth Management Resources
Rhode Island
$207M +$35M +20% 42
SFG
4420
Snider Financial Group
Washington
$207M -$2.28M -1% 61
DLG
4421
Daniel L. Goodwin
$207M -$2.71M -1% 99
DFG
4422
Delphi Financial Group
Delaware
$207M +$9.76M +5% 32
CCG
4423
Ceeto Capital Group
Florida
$207M -$11.6M -5% 165
KA
4424
Kailix Advisors
Florida
$207M +$26.3M +15% 9
GTC
4425
Ghost Tree Capital
New York
$207M -$70.6M -25% 75