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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
TVWM
6101
Tower View Wealth Management
Wisconsin
$195M -$7.45M -4% 1.51% 132% 208 17.31%
SFS
6102
Symphony Financial Services
Ohio
$195M -$271K -0.1% 0.78% 107 12.15%
WC
6103
Wynn Capital
Georgia
$195M -$11.2M -5% 4.06% 109 1.83%
NLWP
6104
Next Level Wealth Planning
Idaho
$195M +$6.79M +4% 1.07% 73 9.59%
CFG
6105
Clayton Financial Group
Missouri
$195M -$1.45M -0.7% 0.7% 641 10.61%
EWA
6106
Exit Wealth Advisors
Georgia
$195M +$25.4M +15% 1.36% 166 45.78%
CCP
6107
Cassia Capital Partners
North Carolina
$194M +$9.64M +5% 0.67% 55% 67 5.97%
KIM
6108
Kane Investment Management
California
$194M -$11.7M -6% 1.54% 107 19.63%
TCFP
6109
Treasure Coast Financial Planning
Florida
$194M +$6M +3% 0.93% 32.6% 50 12%
PI
6110
Pettee Investors
Connecticut
$194M +$15.9M +9% 0.29% 96.1% 119 10.08%
1CP
6111
17 Capital Partners
Arizona
$194M +$139K +0.1% 3.6% 183 18.03%
OCA
6112
OEP Capital Advisors
New York
$194M +$56.5M +41% 19.5% 23.2% 1 0%
IA
6113
IFS Advisors
Kansas
$194M +$1.57M +0.8% 0.92% 48.3% 220 14.09%
TVM
6114
True Vision MN
Minnesota
$194M -$2.87M -1% 1.07% 129 37.98%
O3W
6115
Omni 360 Wealth
New Jersey
$194M -$1.48M -0.8% 1.14% 131 8.4%
EWM
6116
Evergreen Wealth Management
Michigan
$194M -$4.85M -2% 3.27% 62.1% 58 13.79%
GITFIT
6117
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$194M -$11.8M -6% 8.01% 105% 146 3.42%
SCPM
6118
Sea Cliff Partners Management
California
$194M -$43.6M -18% 2.07% 14 14.29%
RCF
6119
Rainwater Charitable Foundation
Texas
$194M +$24.2M +14% 2.7% 40.2% 4 0%
VH
6120
VVR Holdings
Washington
$194M +$1.19M +0.6% 2.34% 45 28.89%
BWM
6121
BankPlus Wealth Management
Mississippi
$194M +$12.4M +7% 1.67% 126 19.05%
LAI
6122
Legal Advantage Investments
California
$194M -$22.5M -10% 2.22% 105% 91 21.98%
BW
6123
BostonPremier Wealth
Massachusetts
$194M -$1.62M -0.8% 1.92% 74 12.16%
MUAMU
6124
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$193M -$11.7M -6% 2.82% 138% 110 37.27%
TDWM
6125
Topel & Distasi Wealth Management
California
$193M -$11.3M -6% 0.93% 40% 61 4.92%