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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
JWM
6001
Johnson Wealth Management
North Dakota
$236M +$28.9M +14% 9.99% 60 21.67%
CI
6002
Ceera Investments
Texas
$236M +$7.9M +3% 7.87% 47.9% 109 22.02%
AG
6003
ASO Group
$236M -$1.24M -0.5% 9.87% 57 3.51%
CGH
6004
CMG Global Holdings
Texas
$236M +$25.9M +12% 14.9% 79.4% 104 11.54%
EP
6005
EPIQ Partners
Minnesota
$236M +$21.8M +10% 10.5% 44.3% 99 17.17%
FFC
6006
Frederick Financial Consultants
Maryland
$236M +$34.7M +17% 15.8% 125 16%
APSI
6007
Asset Planning Services Inc
Louisiana
$236M +$7.55M +3% 9.81% 117% 36 2.78%
LWM
6008
Latko Wealth Management
Illinois
$236M +$30.5M +15% 14.8% 39 12.82%
TFG
6009
Team Financial Group
California
$236M +$15.2M +7% 8.14% 42.4% 274 79.93%
BW
6010
BostonPremier Wealth
Massachusetts
$235M +$41.9M +22% 19.8% 79 11.39%
AIC
6011
Allodium Investment Consultants
Minnesota
$235M +$26.6M +13% 10.2% 57 8.77%
DIM
6012
DLK Investment Management
California
$235M -$17.8M -7% 5.17% 126 50.79%
PAW
6013
Plan A Wealth
Nebraska
$235M +$26.3M +13% 10.8% 209 22.01%
PRI
6014
Prepared Retirement Institute
Pennsylvania
$235M +$33.4M +17% 9.74% 96 19.79%
MWA
6015
MN Wealth Advisors
Kansas
$235M +$29.3M +14% 14.2% 141 17.02%
BOCM
6016
Bontempo Ohly Capital Management
Maryland
$235M +$13.2M +6% 8.07% 49.6% 34 2.94%
AC
6017
AMANSA Capital
Singapore
$235M +$48.2M +26% 27.7% 115% 2 0%
CPI
6018
Crestview Partners II
New York
$235M -$106M -31% 27.8% 157% 3 0%
PIM
6019
Peregrine Investment Management
Ontario, Canada
$235M +$108M +85% 78.3% 31 51.61%
CWP
6020
Core Wealth Partners
California
$235M +$19.6M +9% 15.3% 63.8% 205 19.02%
LPP
6021
Long Path Partners
Connecticut
$235M +$14.5M +7% 7.95% 9.18% 10 10%
SIA
6022
Serenity Investment Advisors
Illinois
$235M +$20.9M +10% 13.4% 79 10.13%
TWM
6023
Trevian Wealth Management
Massachusetts
$235M +$32M +16% 15.1% 94.1% 45 4.44%
KIM
6024
Kane Investment Management
California
$235M +$40.2M +21% 27.3% 113 23.89%
NCMW
6025
Northern Capital Management (Washington)
Washington
$235M +$35.1M +18% 17.4% 80% 56 10.71%