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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
FWM
6526
FMB Wealth Management
California
$125M +$15.9M +15% 7.8% 71.1% 67 5.97%
CCA
6527
Clarity Capital Advisors
Florida
$125M +$10.1M +9% 6.48% 79 7.59%
JCFM
6528
JBR Co Financial Management
Oklahoma
$125M +$18.8M +18% 18.3% 102 18.63%
SKK
6529
Shepherd Kaplan Krochuk
Massachusetts
$125M +$2.28M +2% 5.16% 38.5% 58 12.07%
LIM
6530
Lancaster Investment Management
United Kingdom
$125M -$65.7M -34% 2.23% 18% 9 55.56%
UIA
6531
Ulland Investment Advisors
Minnesota
$125M +$26M +26% 26.5% 154% 265 32.45%
VWWMG
6532
Vermillion & White Wealth Management Group
Pennsylvania
$125M +$22.1M +21% 6.25% 367 23.98%
VBCG
6533
Valley Brook Capital Group
Pennsylvania
$125M +$10.3M +9% 9.99% 106% 123 11.38%
PWA
6534
Primoris Wealth Advisors
Florida
$125M +$19.1M +18% 10.8% 182% 103 23.3%
FIC
6535
FCG Investment Company
Tennessee
$125M +$23M +23% 20.8% 102 13.73%
AA
6536
Atmos Advisory
Pennsylvania
$125M +$181K +0.1% 3.14% 30.2% 21 4.76%
MFG
6537
Mosaic Financial Group
Illinois
$125M 8.01% 129
SPWG
6538
Sage Private Wealth Group
Illinois
$125M +$12.7M +11% 7.12% 67.4% 85 31.76%
LAS
6539
LWM Advisory Services
Florida
$125M +$11M +10% 9.21% 64.9% 91 15.38%
SIA
6540
Schear Investment Advisers
Ohio
$125M +$20.8M +20% 17% 240% 88 21.59%
BA
6541
Brightwater Advisory
Florida
$125M +$6.08M +5% 6.62% 66 36.36%
AWP
6542
Avid Wealth Partners
Texas
$124M +$23.6M +23% 8.83% 43 41.86%
CCM
6543
Chaney Capital Management
Washington
$124M +$12M +11% 9.12% 32 6.25%
GIM
6544
Guardian Investment Management
California
$124M +$5.63M +5% 10.6% 89.7% 58 10.34%
CV
6545
Counterweight Ventures
North Carolina
$124M +$14.2M +13% 11.8% 65 7.69%
QM
6546
QVIDTVM Management
Texas
$124M +$5.46M +5% 7.01% 19.5% 12 41.67%
KAM
6547
Kraft Asset Management
Tennessee
$124M +$5.45M +5% 6.45% 41% 44 20.45%
CNWM
6548
Clay Northam Wealth Management
California
$124M +$11.8M +10% 8.76% 107% 91 14.29%
SWM
6549
Schwallier Wealth Management
Michigan
$124M +$3.49M +3% 6.62% 38 31.58%
KCM
6550
KRS Capital Management
Michigan
$124M +$16.5M +15% 23.1% 233% 122 9.84%