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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
FFA
4901
Fi3 Financial Advisors
Indiana
$210M +$23.9M +13% 11.5% 83.1% 79 13.92%
SC
4902
Schulhoff & Co
Ohio
$210M +$12M +6% 6.69% 51.8% 122 4.1%
SL
4903
SWMG LLC
Texas
$210M +$19.3M +10% 10% 61.3% 108 22.22%
TWM
4904
TriaGen Wealth Management
California
$210M +$13.8M +7% 11.6% 113% 177 24.29%
BIG
4905
Brooklyn Investment Group
New York
$210M 13% 219
PIWA
4906
Prevail Innovative Wealth Advisors
Kansas
$210M +$16.9M +9% 5.91% 33.5% 164 45.73%
SA
4907
Skyline Advisors
Washington
$210M 9.75% 80
CWM
4908
Core Wealth Management
Florida
$209M +$16.1M +8% 9.07% 41.1% 22 13.64%
TAM
4909
Tealwood Asset Management
Minnesota
$209M +$14.8M +8% 12.1% 121% 132 7.58%
CCM
4910
Cutter Capital Management
New York
$209M 14.4% 23
MAM
4911
Mystic Asset Management
Rhode Island
$209M +$31.1M +18% 13% 102% 163 13.5%
IFPG
4912
Intrepid Financial Planning Group
Indiana
$209M +$16.1M +8% 12.2% 92.5% 126 7.94%
DC
4913
Dorval Corp
Minnesota
$209M 6.9% 26
BAM
4914
Bullseye Asset Management
Colorado
$209M +$29.5M +16% 17.3% 81% 73 4.11%
CAG
4915
Compass Advisory Group
New York
$209M +$18M +9% 10.1% 49.2% 74 12.16%
SFG
4916
Socha Financial Group
New York
$208M +$20.4M +11% 10.8% 81.5% 31 12.9%
EA
4917
Eclectic Associates
California
$208M +$11.8M +6% 8.79% 49.7% 89 12.36%
CCM
4918
Carmel Capital Management
California
$208M +$31.7M +18% 17.6% 265% 33 9.09%
AWP
4919
Accretive Wealth Partners
New Jersey
$208M +$40.4M +24% 11.5% 57.3% 134 14.18%
MMM
4920
Mendel Money Management
Illinois
$208M +$21.6M +12% 11.1% 75.4% 130 6.92%
EW
4921
Enzi Wealth
Texas
$208M +$19.6M +10% 9.47% 72.1% 60 20%
AAM
4922
Arohi Asset Management
Singapore
$208M 6.87% 2
SC
4923
Soundwatch Capital
Connecticut
$208M -$256M -55% 11.3% 68.6% 36 30.56%
BWL
4924
Beacon Wealthcare LLC
North Carolina
$208M +$18.6M +10% 8.82% 42% 17 11.76%
EHWM
4925
Eads & Heald Wealth Management
Georgia
$208M +$17.1M +9% 11% 84.4% 148 6.08%