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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
HAM
6126
Hedges Asset Management
Nevada
$128M +$13.5M +12% 113
DWM
6127
Dogwood Wealth Management
Kansas
$128M 611
PCMC
6128
Planning Capital Management Corporation
Pennsylvania
$128M 650
SFP
6129
Strategic Financial Planning
Texas
$128M +$19.3M +18% 35
ACA
6130
AYAL Capital Advisors
Ontario, Canada
$128M 34
VFG
6131
Valley Financial Group
Pennsylvania
$128M 56
SWG
6132
Summit Wealth Group
Vermont
$128M +$15.8M +14% 46
VF
6133
Vawter Financial
Ohio
$128M +$39.6M +45% 78
BC
6134
Birchview Capital
Vermont
$128M +$10.1M +9% 59
IFA
6135
Invus Financial Advisors
New York
$128M -$31.8M -20% 8
HP
6136
HealthInvest Partners
Sweden
$128M 45
BFP
6137
Beacon Financial Planning
Massachusetts
$128M +$12M +10% 36
IDBONY
6138
Israel Discount Bank of New York
New York
$128M +$7.28M +6% 88
WAG
6139
Wallace Advisory Group
California
$128M -$11.6M -8% 182
FFWA
6140
Forthright Family Wealth Advisory
Texas
$128M 53
BC
6141
Broadwater Capital
Massachusetts
$128M 227
KFA
6142
Kapstone Financial Advisors
Ohio
$128M +$16.5M +15% 102
LWA
6143
Lantern Wealth Advisors
New York
$128M 115
SCM
6144
Spring Capital Management
Texas
$127M +$8.59M +7% 29
MADR
6145
Milestones Administradora de Recursos
Brazil
$127M -$8.39M -6% 11
CWM
6146
Cadence Wealth Management
Massachusetts
$127M +$6.99M +6% 48
MIM
6147
Merrion Investment Management
New Jersey
$127M +$11.7M +10% 96
LFASL
6148
Lugano Financial Advisors SA (LFA)
Switzerland
$127M +$10.5M +9% 207
CIA
6149
Cladis Investment Advisory
Montana
$127M +$13.1M +11% 147
MF
6150
Meridian Financial
Massachusetts
$127M +$19.8M +18% 115