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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
4401
Cabot-Wellington
Massachusetts
$338M +$26.2M +8% 5
GJWM
4402
Gilliland Jeter Wealth Management
Arkansas
$338M +$6.73M +2% 191
SWM
4403
Selective Wealth Management
Virginia
$338M +$17.2M +5% 128
NL
4404
NKCFO LLC
Illinois
$337M -$8.46M -2% 131
WIM
4405
WIM Investment Management
Hong Kong
$337M -$49.6M -13% 24
SFP
4406
Sterling Financial Planning
New Jersey
$337M +$5.45M +2% 123
FIM
4407
Freedom Investment Management
Connecticut
$337M -$6.97M -2% 122
SIC
4408
Shoker Investment Counsel
Ohio
$337M -$4.42M -1% 114
SC
4409
Schiavi & Co
Delaware
$337M +$25.6M +8% 51
IWN
4410
Independent Wealth Network
Iowa
$337M +$9.21M +3% 344
CFCI
4411
Comprehensive Financial Consultants Institutional
Indiana
$337M +$5.53M +2% 199
SC
4412
Slotnik Capital
Texas
$337M -$28.7M -8% 44
TH
4413
Team Hewins
California
$337M +$26.2M +8% 42
SG
4414
Standard General
New York
$336M -$222M -40% 3
WWM
4415
WT Wealth Management
Arizona
$336M -$11.4M -3% 153
LFP
4416
Leeward Financial Partners
Washington
$336M -$19.6M -5% 100
S
4417
Sanofi
France
$336M +$25.5M +8% 9
HFS
4418
Haverford Financial Services
Pennsylvania
$336M -$21.2M -6% 49
KA
4419
Kooman & Associates
Pennsylvania
$335M -$2.67M -0.8% 54
LI
4420
LifeWealth Investments
Florida
$335M +$19.3M +6% 169
PCM
4421
Passive Capital Management
Maryland
$335M +$15.1M +5% 109
HVP
4422
Hudson Value Partners
Florida
$335M -$262K -0.1% 113
VWA
4423
VSM Wealth Advisory
Maryland
$335M +$1.87M +0.6% 527
RWI
4424
Red Wave Investments
Pennsylvania
$335M -$1.56M -0.5% 123
PCS
4425
Private Client Services
Kentucky
$334M +$14.5M +5% 231