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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
AFP
6301
Alpha Financial Partners
Kentucky
$140M +$24.7M +21% 159
SWIM
6302
Smallwood Wealth Investment Management
New Jersey
$140M +$10.7M +8% 74
SA
6303
SFI Advisors
New Jersey
$140M +$10.3M +8% 88
MFFIA
6304
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$140M +$1.46M +1% 73
HFW
6305
Horizon Family Wealth
Illinois
$140M +$8.83M +7% 84
FFWM
6306
Future Financial Wealth Management
Ohio
$140M +$26.3M +23% 471
KWA
6307
Kellett Wealth Advisors
Ohio
$140M +$16M +13% 77
CWA
6308
Cascade Wealth Advisors
Washington
$140M +$4.73M +3% 52
SFC
6309
Sprinkle Financial Consultants
Colorado
$140M +$13.1M +10% 71
SWM
6310
Sanctuary Wealth Management
Idaho
$140M +$7.79M +6% 291
OCM
6311
Orser Capital Management
Texas
$140M +$6.93M +5% 41
CCCPV
6312
Castle Creek Capital Partners VI
California
$140M +$19M +16% 4
SWM
6313
Schwallier Wealth Management
Michigan
$140M +$16.7M +14% 36
AIFAIM
6314
American Institute for Advanced Investment Management
Arizona
$140M +$9.12M +7% 146
LM
6315
Lansing Management
New York
$140M +$38.8M +38% 7
RFO
6316
RiverGlades Family Offices
Florida
$140M +$11.1M +9% 86
RAS
6317
RPS Advisory Solutions
Kentucky
$140M +$31.2M +29% 98
TT
6318
TI-Trust
Illinois
$140M +$9.91M +8% 127
WCM
6319
Washburn Capital Management
Florida
$140M -$541K -0.4% 40
EFG
6320
Erickson Financial Group
Pennsylvania
$140M +$8.43M +6% 26
MCM
6321
Mork Capital Management
California
$140M +$12M +9% 107
BWG
6322
Berry Wealth Group
Texas
$140M +$14.3M +11% 101
PWAM
6323
Pinnacle West Asset Management
Wyoming
$140M +$10.9M +8% 114
DWG
6324
Darden Wealth Group
Michigan
$139M -$26.6M -16% 109
CCA
6325
Clarity Capital Advisors
Florida
$139M +$9.94M +8% 79