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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
APS
6126
American Planning Services
Florida
$130M -$20.1M -13% 6.7% 23.8% 48 43.75%
RCF
6127
Rainwater Charitable Foundation
Texas
$130M +$9.4M +8% 10.2% 40.2% 6 50%
DC
6128
Darrow Company
Massachusetts
$130M +$16.1M +14% 8.23% 30.6% 40 32.5%
VBWMG
6129
Von Berge Wealth Management Group
California
$130M +$13.1M +11% 10.6% 60.5% 70 24.29%
JPC
6130
Jabodon PT Co
Nevada
$130M +$67.8M +109% 9.93% 61.9% 4 25%
CIM
6131
Caldwell Investment Management
Ontario, Canada
$130M +$27.3M +27% 18.1% 178% 38 47.37%
EA
6132
Echo45 Advisors
California
$130M +$12M +10% 7.63% 49.9% 48 8.33%
FPW
6133
Flagship Private Wealth
Massachusetts
$130M +$16.3M +14% 10.8% 50.5% 84 17.86%
PWA
6134
Pillar Wealth Advisors
Pennsylvania
$130M +$14.3M +12% 8.7% 21.9% 72 9.72%
PPA
6135
Painted Porch Advisors
California
$130M 7.88% 49
PMAM
6136
Penn Mutual Asset Management
Pennsylvania
$130M +$23.1M +22% 6.53% 28.7% 91 38.46%
WWM
6137
Westwood Wealth Management
California
$130M -$21.5M -14% 18.2% 254% 40 17.5%
BFM
6138
Broadview Financial Management
Wisconsin
$130M +$21.5M +20% 10.4% 41.8% 40 12.5%
ALWM
6139
Andrews Lucia Wealth Management
California
$130M +$13.3M +11% 10.8% 59.7% 29 13.79%
FWP
6140
Family Wealth Partners
North Carolina
$130M 7.34% 40
ICM
6141
Islay Capital Management
Texas
$129M +$10.1M +8% 10.1% 65.2% 245 22.86%
FRA
6142
FFG Retirement Advisors
Colorado
$129M +$8.89M +7% 8% 41.1% 47 27.66%
APC
6143
Asset Planning Corporation
Tennessee
$129M -$537K -0.4% 9.02% 44.5% 43 9.3%
FHC
6144
Fort Henry Capital
West Virginia
$129M +$12.4M +11% 9.36% 37% 15 6.67%
KFP
6145
Keener Financial Planning
Texas
$129M 11% 185
LAM
6146
LifePro Asset Management
California
$129M +$8.03M +7% 7.07% 49% 127 35.43%
PJWM
6147
Philip James Wealth Mangement
Georgia
$129M 7.23% 74
MFG
6148
Mainsail Financial Group
Washington
$129M +$18.8M +17% 9.99% 57.2% 52 7.69%
SF
6149
SWP Financial
California
$129M 9.69% 44
SGWM
6150
Sterling Group Wealth Management
California
$129M +$23M +22% 10.9% 54.6% 55 14.55%