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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
MWM
6101
Mittelman Wealth Management
Massachusetts
$148M 7.83% 64
HWP
6102
Hibernia Wealth Partners
Louisiana
$148M +$14.1M +11% 4.81% 34.4% 84 23.81%
FW
6103
Fairway Wealth
Ohio
$148M +$16.8M +13% 5.45% 80 8.75%
KFS
6104
Kaizen Financial Strategies
California
$147M +$15.5M +12% 8.89% 116% 141 24.11%
HFS
6105
HBC Financial Services
Washington
$147M -$53K -0% 7.23% 12.6% 196 16.84%
CAM
6106
Cobblestone Asset Management
Virginia
$147M +$11.8M +9% 5.75% 50.6% 49 28.57%
PCMM
6107
Piedmont Capital Management (Montana)
Montana
$147M +$10.1M +7% 8.63% 94% 48 4.17%
BCM
6108
BCK Capital Management
Connecticut
$147M +$45.4M +45% 9.03% 161% 102 54.9%
SCP
6109
Sivia Capital Partners
California
$147M +$15.9M +12% 13.3% 200 12.5%
LAM
6110
Lakewood Asset Management
Illinois
$147M +$18.4M +14% 10.8% 65.3% 118 10.17%
PE
6111
Platinum Equity
California
$147M -$570K -0.4% 1.27% 52.7% 7 14.29%
AC
6112
Avory & Company
Florida
$147M +$3.98M +3% 0.08% 61.6% 30 10%
KFA
6113
Kapstone Financial Advisors
Ohio
$147M +$19.3M +15% 22.8% 131% 102 4.9%
CMBA
6114
C.M. Bidwell & Associates
Hawaii
$147M +$12M +9% 8.85% 70.6% 562 27.58%
YWS
6115
Yarger Wealth Strategies
Ohio
$147M +$22.9M +19% 7.16% 55.1% 80 21.25%
SWG
6116
Summit Wealth Group
Vermont
$147M +$19M +15% 6.49% 53% 44 6.82%
WFA
6117
Wells Financial Advisors
Massachusetts
$147M +$9.12M +7% 6.92% 54% 69 8.7%
CSTB
6118
Charles Schwab Trust Bank
Nevada
$147M 5.91% 1
TWM
6119
Trevian Wealth Management
Massachusetts
$147M +$18.2M +14% 9.43% 94.1% 32 15.63%
GHA
6120
Granite Harbor Advisors
Texas
$147M +$13.5M +10% 8.3% 61.5% 83 13.25%
SP
6121
Successful Portfolios
Florida
$147M +$12.8M +10% 11.8% 101% 177 7.34%
VFG
6122
V2 Financial group
Illinois
$147M +$2.78M +2% 5.75% 63.3% 75 12%
HLA
6123
Hamilton Lane Advisors
Pennsylvania
$147M -$97M -40% 6.88% 187% 27 40.74%
SWM
6124
Salvus Wealth Management
New Jersey
$146M +$5.78M +4% 10.7% 104% 108 1.85%
CAM
6125
Concorde Asset Management
Michigan
$146M -$689K -0.5% 7.89% 179 34.08%