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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
LWM
6176
Latko Wealth Management
Illinois
$169M +$3.74M +2% 1.69% 32 9.38%
MWM
6177
Maripau Wealth Management
Indiana
$169M +$53.1M +46% 1.13% 55.6% 142 67.61%
CM
6178
Cigogne Management
Luxembourg
$169M 10.3% 86
TVM
6179
True Vision MN
Minnesota
$169M +$1.38M +0.8% 0.38% 118 33.9%
SAS
6180
Sage Advisory Services
Texas
$169M -$188M -53% 2.66% 33.9% 52 30.77%
PFA
6181
Plotkin Financial Advisors
Maryland
$168M +$1.39M +0.8% 1.94% 95.3% 94 7.45%
WAG
6182
Wheelhouse Advisory Group
Missouri
$168M +$13.1M +8% 1.99% 44 4.55%
HWM
6183
HRC Wealth Management
Idaho
$168M +$13.6M +9% 3.31% 52 21.15%
JP
6184
JNE Partners
United Kingdom
$168M +$82.3M +96% 15.2% 100% 7 42.86%
GFP
6185
Guardian Financial Partners
California
$168M +$8.39M +5% 0.92% 50.2% 49 10.2%
SS
6186
Sound Stewardship
Kansas
$168M -$9.86M -6% 2.63% 43.2% 66 18.18%
TC
6187
Toews Corporation
New Jersey
$168M -$577M -77% 1.9% 22% 18 55.56%
EH
6188
EMG Holdings
Connecticut
$168M -$22.4M -12% 8.17% 4.17% 37 54.05%
CBT
6189
CoreFirst Bank & Trust
Kansas
$168M -$4.86M -3% 2.94% 61.4% 357 5.04%
WFG
6190
Wormser Freres Gestion
France
$168M +$4.42M +3% 1.99% 49 10.2%
CF
6191
Concorde Financial
Texas
$168M -$1.76M -1% 2.65% 81.3% 39 7.69%
PWM
6192
Peterson Wealth Management
Nevada
$168M +$11.6M +7% 5.04% 78% 54 18.52%
NPFS
6193
Novak & Powell Financial Services
Florida
$168M -$4.56M -3% 0.86% 166 15.66%
TWM
6194
TLW Wealth Management
Florida
$168M -$518K -0.3% 4.01% 82.9% 20 20%
GPW
6195
Gray Private Wealth
Massachusetts
$168M +$518K +0.3% 0.02% 42 4.76%
LFWA
6196
LBJ Family Wealth Advisors
Texas
$168M -$784K -0.5% 0.41% 59% 29 3.45%
CRC
6197
Catawba River Capital
South Carolina
$168M +$9.55M +6% 0% 89.5% 20 20%
TCM
6198
TCG Capital Management
California
$168M +$14.6M +10% 9.57% 45.7% 1 0%
SCM
6199
Spring Capital Management
Texas
$167M +$44.2M +36% 0.13% 62.6% 46 43.48%
DWA
6200
Delap Wealth Advisory
Oregon
$167M +$9.21M +6% 1.87% 66.1% 79 25.32%