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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
SS
5876
Sound Stewardship
Kansas
$209M +$253K +0.1% 69
PWG
5877
Private Wealth Group
Florida
$208M +$7.47M +4% 71
FWP
5878
Flatrock Wealth Partners
California
$208M 167
SVP
5879
Strategic Value Partners
Connecticut
$208M 1
PAP
5880
Persistent Asset Partners
Hong Kong
$208M +$70M +51% 392
ASBI
5881
American State Bank (Iowa)
Iowa
$208M +$11.7M +6% 138
IFS
5882
Intelligent Financial Strategies
Minnesota
$208M +$2.5M +1% 75
MWM
5883
Meritas Wealth Management
California
$208M +$6M +3% 60
OPWM
5884
Oxinas Partners Wealth Management
Indiana
$208M +$21.1M +11% 138
PPA
5885
Pilgrim Partners Asia
Singapore
$208M -$16.8M -7% 186
PSF
5886
Pacific Sun Financial
California
$208M +$705K +0.3% 207
C
5887
Croban
Ohio
$207M +$57.4M +38% 85
BFP
5888
Beacon Financial Planning
Massachusetts
$207M +$14.2M +7% 57
CWM
5889
Cadence Wealth Management
Massachusetts
$207M +$16.2M +8% 61
CA
5890
CWC Advisors
Oregon
$207M +$2.89M +1% 154
RCAP
5891
Resolute Capital Asset Partners
Colorado
$207M +$15.8M +8% 71
LCM
5892
LCM Capital Management
Illinois
$207M -$1.55M -0.7% 116
CC
5893
Carlson Capital
Texas
$207M +$30.4M +17% 97
UOC
5894
University of Chicago
Illinois
$207M +$2.14M +1% 12
EHWM
5895
Eads & Heald Wealth Management
Georgia
$207M -$2.75M -1% 144
FWM
5896
Finer Wealth Management
Massachusetts
$207M +$6.01M +3% 91
MMHP
5897
Murphy Middleton Hinkle & Parker
Georgia
$207M +$2.12M +1% 228
SIAM
5898
Sterling Investment Advisors (Missouri)
Missouri
$207M +$4.7M +2% 40
SGWM
5899
Sterling Group Wealth Management
California
$207M +$4.73M +2% 53
AL
5900
ADE LLC
Maryland
$207M +$8.67M +4% 87