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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
EF
6576
Envision Financial
Wisconsin
$150M +$17.3M +13% 6.28% 45 11.11%
SMF
6577
Sterling Manor Financial
New York
$150M +$9.96M +7% 7.6% 42.4% 31 12.9%
HWMC
6578
Heritage Wealth Management (California)
California
$150M +$17M +13% 11.7% 89 8.99%
ULWM
6579
Upper Left Wealth Management
Florida
$150M +$10.4M +7% 7.91% 43.1% 66 7.58%
KPPF
6580
Klein Pavlis & Peasley Financial
California
$150M +$11M +8% 9.75% 84 22.62%
AIM
6581
AHL Investment Management
Florida
$150M +$4.72M +3% 4.55% 57.7% 72 8.33%
RB
6582
Renasant Bank
Mississippi
$150M -$1.16M -0.8% 7.98% 53.8% 164 14.63%
AC
6583
ASB Consultores
Florida
$150M -$4.07M -3% 12.7% 65.1% 163 36.2%
SI
6584
Sapience Investments
California
$150M +$9.76M +7% 11.3% 54.9% 93 9.68%
LAM
6585
Lakewood Asset Management
Illinois
$150M +$1.52M +1% 4.18% 57.4% 104 5.77%
BPFA
6586
Barnes Pettey Financial Advisors
Mississippi
$150M +$21.1M +16% 11.1% 76% 114 16.67%
GC
6587
Gould Capital
Washington
$150M +$6.53M +5% 6.08% 52% 227 11.89%
LG
6588
LAM Group
Oregon
$150M +$13.7M +10% 9% 54.3% 74 2.7%
MG
6589
McHugh Group
Ohio
$150M +$17.4M +13% 15% 72 9.72%
KCM
6590
KRS Capital Management
Michigan
$150M +$23.9M +19% 23.1% 233% 111 11.71%
OA
6591
Oceanside Advisors
South Carolina
$150M +$11.3M +8% 6.31% 46 2.17%
APW
6592
Atlantic Private Wealth
North Carolina
$149M +$13.9M +10% 8.86% 46.2% 257 26.46%
AL
6593
ACAS LLC
California
$149M +$17.8M +14% 8.07% 94 10.64%
TT
6594
TI-Trust
Illinois
$149M -$1.8M -1% 6.72% 85.8% 131 6.11%
GWA
6595
Gutierrez Wealth Advisory
Arkansas
$149M +$26M +21% 9.27% 63 33.33%
IIL
6596
Insight Inv LLC
California
$149M +$3.72M +3% 8.01% 136% 136 16.91%
PBK
6597
Peoples Bank (Kansas)
Kansas
$149M +$1.64M +1% 6.26% 63.3% 336 65.48%
ZRP
6598
Zynergy Retirement Planning
New Jersey
$149M +$8.11M +6% 5.48% 115 78.26%
FF
6599
Farrell Financial
New York
$149M +$11.7M +8% 7.61% 68 10.29%
GK
6600
Graney & King
New York
$149M +$14.7M +11% 8.22% 353 3.4%