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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
SP
6326
Successful Portfolios
Florida
$181M -$14.8M -8% 0.98% 101% 200 10%
WPEP
6327
Walnut Private Equity Partners
Nebraska
$181M +$9.42M +5% 6.11% 60.6% 14 7.14%
HIM
6328
Hanlon Investment Management
New Jersey
$181M +$921K +0.5% 2.37% 80.6% 248 33.47%
HWMC
6329
Heritage Wealth Management (California)
California
$181M +$23.9M +15% 1.46% 99 14.14%
WWM
6330
Wolff Wiese Magana
California
$181M -$1.39M -0.8% 1.08% 136% 1,030 12.82%
RWP
6331
Ridgecrest Wealth Partners
California
$181M -$3.21M -2% 1.93% 89.7% 109 17.43%
TCOK
6332
Trust Company of Kansas
Kansas
$181M -$36.1M -17% 0.39% 87% 57 5.26%
ATIA
6333
American Trust Investment Advisors
New Hampshire
$181M -$6M -3% 2.06% 81.1% 83 15.66%
TWP
6334
Tower Wealth Partners
Pennsylvania
$181M -$967K -0.5% 0.38% 45.2% 99 24.24%
VM
6335
Valor Management
Illinois
$181M +$126M +228% 16.4% 15.4% 5 40%
KPPF
6336
Klein Pavlis & Peasley Financial
California
$181M +$11.2M +7% 6.35% 99 13.13%
AA
6337
AF Advisors
California
$181M -$82.3M -31% 27% 76.5% 31 22.58%
MGW
6338
MB Generational Wealth
Washington
$181M -$8.07M -4% 0.26% 68 4.41%
BRPW
6339
Ballast Rock Private Wealth
South Carolina
$181M +$20.8M +13% 0.76% 189 15.87%
FFA
6340
Frazier Financial Advisors
Ohio
$181M +$11.7M +7% 3.28% 885 33.11%
HIC
6341
Hamrick Investment Counsel
Washington
$180M +$46M +34% 1.57% 364 50.82%
AIC
6342
Aurora Investment Counsel
Georgia
$180M -$9.92M -5% 7.74% 31.7% 124 29.03%
AW
6343
Alchemi Wealth
Connecticut
$180M -$2.71M -1% 1.8% 161 10.56%
MGWA
6344
Monument Group Wealth Advisors
Massachusetts
$180M -$3.25M -2% 0.75% 54 25.93%
KCM
6345
Knoll Capital Management
Florida
$180M -$37.8M -17% 0.86% 269% 41 29.27%
FBC
6346
Fairfield, Bush & Co
Connecticut
$180M -$9.43M -5% 0.88% 101% 124 11.29%
CCG
6347
Coastwise Capital Group
California
$180M -$20.1M -10% 0.71% 88.8% 236 50%
AG
6348
Amiral Gestion
France
$180M -$92M -34% 12.9% 28 46.43%
TCTWM
6349
Three Cord True Wealth Management
Pennsylvania
$180M +$8.03M +5% 0.05% 42 14.29%
PCA
6350
Prospect Capital Advisors
California
$180M -$14.1M -7% 1.48% 136% 29 10.34%