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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
IWA
5726
IVC Wealth Advisors
Pennsylvania
$256M +$26.1M +11% 15.9% 70.8% 185 10.81%
DTC
5727
Davidson Trust Company
Washington
$256M +$24.4M +11% 11.8% 64.6% 193 10.36%
KWM
5728
Kiker Wealth Management
Georgia
$256M +$46.8M +22% 1.88% 189 44.97%
MPCL
5729
My Personal CFO LLC
Washington
$256M +$27.8M +12% 16.9% 67.3% 92 5.43%
SCM
5730
Sage Capital Management
New Jersey
$256M +$43.3M +20% 22.1% 178 14.61%
BFF
5731
Byrne Financial Freedom
Massachusetts
$256M +$47.2M +23% 37.2% 124 20.97%
MWM
5732
Meritas Wealth Management
California
$256M +$34.9M +16% 10.8% 63% 67 16.42%
VPWA
5733
Vestia Personal Wealth Advisors
Indiana
$256M +$43.2M +20% 10.5% 112 11.61%
PCM
5734
Punch Card Management
Florida
$256M -$14.7M -5% 10.5% 41% 5 0%
WMS
5735
Wealth Management Strategies
Pennsylvania
$256M +$34.9M +16% 10.9% 46 15.22%
YWM
5736
Yoder Wealth Management
California
$256M +$36.5M +17% 15.3% 58.9% 133 9.77%
CWL
5737
Causey Wealth LLC
Colorado
$256M +$20.3M +9% 9.13% 87 11.49%
1M
5738
1248 Management
Missouri
$256M +$40.1M +19% 20.8% 162 17.9%
TFG
5739
Tull Financial Group
Virginia
$256M +$31.5M +14% 11.3% 35 11.43%
AA
5740
Altrafin AG
$255M -$34.9M -12% 22.5% 97.6% 56 28.57%
TPF
5741
Tribridge Partners Financial
Maryland
$255M +$13.5M +6% 9.92% 87 13.79%
MAM
5742
Mainsail Asset Management
Alabama
$255M +$32.4M +15% 13.8% 208 51.44%
CWA
5743
Carolina Wealth Advisors
South Carolina
$255M +$15M +6% 14.7% 57.5% 297 12.46%
PCM
5744
Politan Capital Management
New York
$255M -$730M -74% 61.2% 75.4% 3 33.33%
VIPI
5745
Vista Investment Partners II
Indiana
$255M +$32.2M +14% 21.9% 184 27.72%
SWM
5746
Shelton Wealth Management
Texas
$255M +$26.4M +12% 19.6% 88% 168 32.74%
SFC
5747
Sprinkle Financial Consultants
Colorado
$255M +$38.1M +18% 11.7% 108 12.96%
SIF
5748
State Insurance Fund
New York
$255M +$38.9M +18% 18% 1 0%
FWP
5749
Flatrock Wealth Partners
California
$255M +$32.3M +15% 17% 193 24.35%
HM
5750
Harvest Management
New York
$254M +$48.1M +23% 14.6% 610% 95 74.74%