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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
SFP
6926
SwitchPoint Financial Planning
Utah
$147M +$4.7M +3% 0.36% 65 6.15%
JWM
6927
JP Wealth Management
South Carolina
$147M +$6M +4% 3.49% 16 12.5%
CAM
6928
Campion Asset Management
Virginia
$147M +$3.4M +2% 2.22% 59.3% 83 4.82%
PSIWM
6929
Paradigm Strategies in Wealth Management
Minnesota
$147M -$4.97M -3% 0.56% 37.9% 57 17.54%
EW
6930
Entruity Wealth
California
$147M +$7.03M +5% 2.4% 47 6.38%
PWCM
6931
Processus Wealth & Capital Management
Tennessee
$147M -$4.4M -3% 1.92% 36 5.56%
SF
6932
Strategent Financial
Virginia
$147M -$10.8M -7% 1.53% 41 2.44%
BLFG
6933
Brian Low Financial Group
Louisiana
$147M +$6.06M +4% 0.65% 128 18.75%
LWM
6934
Lighthouse Wealth Management
Ohio
$147M +$801K +0.5% 0.43% 45 8.89%
PWAM
6935
Pinnacle West Asset Management
Wyoming
$147M -$6.81M -4% 2.24% 78.2% 117 5.13%
IIL
6936
Income Insurance Ltd
$147M -$7.16M -5% 2.86% 172 12.21%
SGC
6937
Slocum, Gordon & Co
Rhode Island
$147M +$8.91M +6% 12.9% 55.2% 69 20.29%
TCCP
6938
Tide Cove Capital Partners
California
$147M +$2.05M +1% 2.03% 13 0%
LSC
6939
Lesa Sroufe & Co
Washington
$147M +$12.6M +9% 12.6% 75 17.33%
MCM
6940
MontVue Capital Management
Virginia
$147M -$3.57M -2% 1.91% 68 5.88%
KOMWMG
6941
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$147M +$5.31M +4% 1.41% 60.2% 93 11.83%
SFSG
6942
Sound Financial Strategies Group
Mississippi
$147M +$4.91M +3% 1.35% 18.2% 126 25.4%
WFS
6943
WealthGarden F.S.
California
$147M -$5.14M -3% 2.41% 172 11.63%
BFM
6944
Broadview Financial Management
Wisconsin
$146M -$3.01M -2% 0.48% 41.8% 41 2.44%
SWM
6945
SpringVest Wealth Management
Texas
$146M +$2.91M +2% 0.17% 74 10.81%
G
6946
Greycroft
New York
$146M -$11.5M -7% 6.32% 1.03% 14 14.29%
CC
6947
Clearwave Capital
California
$146M +$10.8M +8% 0.07% 159 21.38%
AC
6948
Anson Capital
Georgia
$146M +$8.72M +6% 2.32% 40.8% 91 7.69%
SCA
6949
Sippican Capital Advisors
Massachusetts
$146M -$9.5M -6% 3.37% 90.1% 116 10.34%
BFWM
6950
Bright Futures Wealth Management
New York
$146M +$11M +8% 1.81% 210 33.33%