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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
TBF
5976
True Blue Financial
Michigan
$237M +$110M +87% 10% 62 17.74%
CA
5977
Continental Advisors
Utah
$237M +$40.9M +21% 4.99% 69% 54 14.81%
GSF
5978
Grove Street Fiduciary
New Hampshire
$237M +$9.84M +4% 6.12% 80 13.75%
TRIA
5979
Trail Ridge Investment Advisors
Colorado
$237M +$6.72M +3% 13.2% 76% 105 17.14%
CFGF
5980
Compass Financial Group (Florida)
Florida
$237M +$14.9M +7% 9.25% 44.1% 52 11.54%
AL
5981
ADE LLC
Maryland
$237M +$28M +13% 12.6% 52.2% 96 13.54%
MWA
5982
Miller Wealth Advisors
Colorado
$237M -$23.1M -9% 8.89% 117% 126 10.32%
TCM
5983
TAM Capital Management
Connecticut
$237M +$31.7M +15% 7.68% 4.15% 10 40%
IWMWV
5984
Ironwood Wealth Management (West Virginia)
West Virginia
$237M +$13.4M +6% 8.55% 35.2% 31 32.26%
1L
5985
10Elms LLP
Oklahoma
$236M +$77.8M +49% 10.8% 528 10.61%
DRS
5986
Deane Retirement Strategies
Louisiana
$236M -$12.4M -5% 1.53% 64.7% 77 58.44%
CCC
5987
Chelsea Counsel Company
California
$236M +$11.3M +5% 11.6% 106% 245 9.8%
JWM
5988
Johnson Wealth Management
North Dakota
$236M +$28.9M +14% 9.99% 60 21.67%
CI
5989
Ceera Investments
Texas
$236M +$7.9M +3% 7.87% 47.9% 109 22.02%
AG
5990
ASO Group
$236M -$1.24M -0.5% 9.87% 57 3.51%
CGH
5991
CMG Global Holdings
Texas
$236M +$25.9M +12% 14.9% 79.4% 104 11.54%
EP
5992
EPIQ Partners
Minnesota
$236M +$21.8M +10% 10.5% 44.3% 99 17.17%
FFC
5993
Frederick Financial Consultants
Maryland
$236M +$34.7M +17% 15.8% 125 16%
APSI
5994
Asset Planning Services Inc
Louisiana
$236M +$7.55M +3% 9.81% 117% 36 2.78%
LWM
5995
Latko Wealth Management
Illinois
$236M +$30.5M +15% 14.8% 39 12.82%
TFG
5996
Team Financial Group
California
$236M +$15.2M +7% 8.14% 42.4% 274 79.93%
BW
5997
BostonPremier Wealth
Massachusetts
$235M +$41.9M +22% 19.8% 79 11.39%
AIC
5998
Allodium Investment Consultants
Minnesota
$235M +$26.6M +13% 10.2% 57 8.77%
DIM
5999
DLK Investment Management
California
$235M -$17.8M -7% 5.17% 126 50.79%
PAW
6000
Plan A Wealth
Nebraska
$235M +$26.3M +13% 10.8% 209 22.01%