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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
SAMC
5801
Spectrum Asset Management (Connecticut)
Connecticut
$117M -$4M -3% 7
OPPS
5802
Obsidian Personal Planning Solutions
Maryland
$117M +$35.9M +44% 83
VBWMG
5803
Von Berge Wealth Management Group
California
$117M -$3.67M -3% 62
MHWM
5804
Montz Harcus Wealth Management
Louisiana
$117M -$3.79M -3% 59
AA
5805
Atmos Advisory
Pennsylvania
$117M -$1.48M -1% 20
LI
5806
Latash Investments
Alaska
$117M -$6.95M -6% 20
DSN
5807
D. Scott Neal
Kentucky
$117M -$16M -12% 66
FHC
5808
Fort Henry Capital
West Virginia
$117M -$7.31M -6% 15
LFASL
5809
Lugano Financial Advisors SA (LFA)
Switzerland
$117M -$33.5M -22% 215
MAM
5810
Miria Asset Management
Malta
$117M +$77.8M +200% 11
KWA
5811
Kellett Wealth Advisors
Ohio
$117M +$6.61M +6% 71
SSWM
5812
Strait & Sound Wealth Management
California
$117M +$15.6M +15% 136
OFA
5813
Onyx Financial Advisors
Idaho
$116M -$649K -0.6% 11
SC
5814
Solstein Capital
California
$116M -$3.63M -3% 310
ALWM
5815
Andrews Lucia Wealth Management
California
$116M -$3.98M -3% 26
TIA
5816
Trust Investment Advisors
Indiana
$116M -$7.59M -6% 112
CCM
5817
Chiron Capital Management
Florida
$116M -$10M -8% 131
ICM
5818
Islay Capital Management
Texas
$116M +$2.75M +2% 241
LOIP
5819
Live Oak Investment Partners
Texas
$116M -$3.68M -3% 330
PVAMC
5820
PPS&V Asset Management Consultants
Michigan
$116M -$7.44M -6% 39
HP
5821
Hyperion Partners
Pennsylvania
$116M -$2.71M -2% 68
TA
5822
Tactive Advisors
Florida
$116M -$15.1M -12% 92
EWP
5823
Elevation Wealth Partners
California
$116M -$2.93M -2% 369
BFS
5824
Beacon Financial Strategies
North Carolina
$116M -$6.29M -5% 37
SIA
5825
Stegner Investment Associates
Kentucky
$116M -$5.92M -5% 21