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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
KWM
4576
Kaydan Wealth Management
Michigan
$346M -$4.53M -1% 2.83% 57.8% 114 2.63%
OPW
4577
Oxler Private Wealth
New York
$345M +$1.63M +0.5% 1.78% 92.6% 92 4.35%
BWCS
4578
Beirne Wealth Consulting Services
Connecticut
$345M -$71.5M -17% 2.69% 75.4% 229 54.59%
LAM
4579
LOM Asset Management
$345M +$17.3M +5% 4.7% 282 14.18%
CPIA
4580
Cornell Pochily Investment Advisors
New York
$345M +$10M +3% 3.11% 83.7% 189 10.05%
PFA
4581
Pathway Financial Advisers
Indiana
$345M +$2.15M +0.6% 2.9% 82.4% 377 57.03%
FP
4582
FFG Partners
Florida
$345M -$24M -7% 1.5% 40 12.5%
KFP
4583
Keystone Financial Planning
Ohio
$345M +$676K +0.2% 1.23% 34.1% 48 12.5%
SGH
4584
Sivik Global Healthcare
Connecticut
$345M +$902K +0.3% 11.5% 53.8% 65 56.92%
PFG
4585
Pinnacle Financial Group
Illinois
$345M +$13.8M +4% 2.48% 54.3% 115 8.7%
WFA
4586
Websterrogers Financial Advisors
South Carolina
$344M +$11M +3% 1.8% 42.9% 96 7.29%
FIM
4587
Freedom Investment Management
Connecticut
$344M -$34.3M -9% 2.54% 68.5% 149 27.52%
FWA
4588
Flagship Wealth Advisors
Massachusetts
$344M +$40.5M +13% 2.49% 447 15.44%
VFIC
4589
Valley Forge Investment Consultants
Pennsylvania
$344M +$1.91M +0.6% 2.31% 61.9% 86 9.3%
IPA
4590
Investment Planning Advisors
Georgia
$343M +$25.5M +8% 2.6% 99 15.15%
TAM
4591
Tucker Asset Management
Colorado
$343M +$11.6M +4% 2.27% 64.2% 1,089 71.72%
DAM
4592
Deepwater Asset Management
Minnesota
$343M +$92M +37% 2.34% 142% 52 51.92%
STT
4593
Singapore Technologies Telemedia
Singapore
$343M -$37.4M -10% 9.82% 173% 1 0%
WIP
4594
WealthCare Investment Partners
Rhode Island
$343M +$35M +11% 2.03% 62.6% 185 8.65%
TPWA
4595
Twin Peaks Wealth Advisors
California
$343M +$50.4M +17% 2.29% 196 22.45%
CCM
4596
Cutler Capital Management
Massachusetts
$343M +$29.3M +9% 2.93% 39.7% 129 10.08%
TCOO
4597
Trust Company of Oklahoma
Oklahoma
$343M +$4.98M +1% 3.61% 88.7% 146 13.01%
SMG
4598
Smart Money Group
Texas
$343M +$5.15M +2% 0.09% 58.9% 85 5.88%
SHFA
4599
SS&H Financial Advisors
Michigan
$343M +$13.7M +4% 4.37% 127 3.15%
GLCM
4600
Greenlea Lane Capital Management
Connecticut
$343M -$309K -0.1% 3.34% 99.7% 8 0%