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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
DK
4551
David Kennon
Florida
$209M -$6.03M -3% 3.4% 46.9% 27 0%
SIM
4552
Sentry Investment Management
Wisconsin
$209M -$56.1M -21% 2.74% 103% 525 9.33%
SSWG
4553
Seven Springs Wealth Group
Tennessee
$209M -$2.12M -1% 2.49% 59.2% 64 14.06%
ZIMP
4554
Zimmermann Investment Management & Planning
Pennsylvania
$209M -$6.51M -3% 2.81% 31.6% 124 33.06%
SPG
4555
Snow Phipps Group
New York
$209M +$7.17M +4% 4.24% 89.2% 2 0%
FPGT
4556
Financial Partners Group (Tennessee)
Tennessee
$208M +$9.76M +5% 1.89% 89 23.6%
SFWC
4557
Strategic Family Wealth Counselors
New Jersey
$208M -$9.46M -4% 5.18% 72.3% 111 2.7%
RWM
4558
RBA Wealth Management
California
$208M -$6.72M -3% 2.45% 77.7% 91 6.59%
SLWA
4559
San Luis Wealth Advisors
California
$208M -$75.7M -27% 2.26% 58.8% 168 61.9%
TCWM
4560
Total Clarity Wealth Management
Illinois
$208M +$6.22M +3% 2.51% 69.7% 246 25.2%
SWA
4561
Strata Wealth Advisors
Texas
$208M 2.18% 68.3% 51
JGIA
4562
Jackson Grant Investment Advisers
Connecticut
$207M -$8M -4% 3.94% 54.3% 421 7.6%
KCM
4563
Khrom Capital Management
Florida
$207M +$23.1M +13% 8.6% 35.6% 13 30.77%
EWM
4564
Elmwood Wealth Management
California
$207M -$7.24M -3% 3.02% 37.6% 123 11.38%
SF
4565
Safeguard Financial
Wisconsin
$207M -$312K -0.2% 3.68% 21.9% 607 88.63%
KLCM
4566
KG&L Capital Management
Louisiana
$207M -$1.33M -0.6% 2.91% 84.2% 168 18.45%
APA
4567
Astoria Portfolio Advisors
New York
$207M -$51.1M -20% 2.81% 75.4% 202 28.71%
BWM
4568
Biltmore Wealth Management
Arizona
$207M -$28.7M -12% 3.48% 55.6% 53 3.77%
WMR
4569
Wealth Management Resources
Rhode Island
$207M +$35M +20% 3.11% 36.5% 42 16.67%
NC
4570
Nightview Capital
Texas
$207M -$16.4M -7% 3.77% 142% 19 26.32%
SFG
4571
Snider Financial Group
Washington
$207M -$2.28M -1% 2.51% 73.7% 61 9.84%
DLG
4572
Daniel L. Goodwin
$207M -$2.71M -1% 3.31% 72.6% 99 13.13%
DFG
4573
Delphi Financial Group
Delaware
$207M +$9.76M +5% 5.08% 66.3% 32 50%
CCG
4574
Ceeto Capital Group
Florida
$207M -$11.6M -5% 5.39% 94.4% 165 10.91%
KA
4575
Kailix Advisors
Florida
$207M +$26.3M +15% 9.13% 16.3% 9 22.22%