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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
TCFP
6226
Treasure Coast Financial Planning
Florida
$179M +$7.67M +4% 4% 32.6% 45 8.89%
VH
6227
Visionary Horizons
Tennessee
$179M +$21.2M +13% 7.45% 123 30.08%
BA
6228
Ballew Advisors
Mississippi
$179M +$10.7M +6% 9.37% 62.3% 127 15.75%
SFC
6229
Sprinkle Financial Consultants
Colorado
$179M +$15.5M +9% 6.39% 86 6.98%
SRA
6230
Secured Retirement Advisors
Minnesota
$179M +$11.3M +7% 10.1% 125 10.4%
YWM
6231
Yardley Wealth Management
Pennsylvania
$179M -$3.86M -2% 5.75% 41 12.2%
WCM
6232
Washburn Capital Management
Florida
$179M +$8.41M +5% 8.92% 117% 58 13.79%
SWM
6233
Salvus Wealth Management
New Jersey
$179M +$7.66M +4% 8.58% 104% 137 10.95%
CTC
6234
Cetera Trust Company
Minnesota
$179M +$11.1M +7% 9.39% 366 5.46%
WU
6235
Washington University
Missouri
$179M +$57.1M +47% 19.1% 44% 5 60%
RC
6236
Renaissance Capital
Connecticut
$178M +$35M +24% 9.59% 248% 33 21.21%
O3W
6237
Omni 360 Wealth
New Jersey
$178M +$17.3M +11% 6.72% 122 7.38%
WAM
6238
Walker Asset Management
Missouri
$178M +$5.07M +3% 5.18% 75.9% 152 15.79%
WAC
6239
William Allan Corp
Colorado
$178M +$6.7M +4% 5.47% 84.7% 51 5.88%
BWS
6240
Broadway Wealth Solutions
Texas
$178M +$17.7M +11% 5.33% 102 12.75%
WFAG
6241
Worth Financial Advisory Group
North Carolina
$178M +$15.4M +9% 8.65% 60.9% 159 12.58%
FFC
6242
Frederick Financial Consultants
Maryland
$178M +$17.3M +11% 8.89% 112 11.61%
SFG
6243
Sowa Financial Group
Rhode Island
$178M +$18.1M +11% 11.4% 77.7% 27 3.7%
CAM
6244
Clarity Asset Management
Iowa
$178M +$10.7M +6% 5.72% 267 13.11%
ACM
6245
AUA Capital Management
Pennsylvania
$178M +$10.8M +6% 6.77% 61.4% 77 1.3%
CC
6246
Corsicana & Co
Texas
$178M 7.48% 261
PI
6247
Pachira Investments
California
$178M +$45.7M +35% 8.84% 72.6% 65 16.92%
FCMA
6248
Foresight Capital Management Advisors
Michigan
$178M +$5.89M +3% 8.44% 102 21.57%
HC
6249
Hurley Capital
New York
$178M +$35.2M +25% 7.59% 711 36.57%
TIA
6250
Trust Investment Advisors
Indiana
$178M +$13.1M +8% 12.1% 167% 134 29.85%