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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
7076
SwitchPoint Financial Planning
Utah
$138M +$16.1M +13% 7.44% 61 3.28%
SHFA
7077
Sherrill & Hutchins Financial Advisory
Georgia
$138M +$9.37M +7% 5.9% 12 0%
PW
7078
Paladin Wealth
Minnesota
$138M +$9.29M +7% 6.11% 126 23.02%
GDCM
7079
Galaxy Digital Capital Management
New York
$138M +$16.8M +14% 34.8% 54 50%
LM
7080
Lansing Management
New York
$138M -$8.11M -6% 1.69% 76.9% 9 11.11%
MWA
7081
Merkkuri Wealth Advisors
New York
$138M +$6.08M +5% 6.07% 85 9.41%
CWP
7082
Corepath Wealth Partners
Arizona
$138M +$19.2M +16% 7.3% 56% 41 21.95%
SA
7083
Seneschal Advisors
Washington
$138M +$11M +9% 5.1% 589 93.38%
BAWM
7084
Bennett Associates Wealth Management
Pennsylvania
$138M +$7.7M +6% 4.86% 54 24.07%
DJFS
7085
Dean Jacobson Financial Services
Texas
$138M +$8.31M +6% 6.15% 55.7% 19 36.84%
EWA
7086
Elevate Wealth Advisory
Georgia
$138M -$2.91M -2% 5.39% 136 12.5%
AVI
7087
Asset Value Investors
United Kingdom
$138M +$1.44M +1% 1.31% 3 0%
AGAM
7088
Audent Global Asset Management
California
$138M -$2.59M -2% 8.21% 112% 57 19.3%
MWM
7089
Moulton Wealth Management
Washington
$137M +$5.23M +4% 7.97% 47.1% 45 17.78%
TL
7090
TowerView LLC
New York
$137M -$2.85M -2% 0.51% 17.9% 21 23.81%
PPWM
7091
Perissos Private Wealth Management
Oklahoma
$137M +$10.8M +9% 5.72% 85 18.82%
HFAS
7092
Hummer Financial Advisory Services
Illinois
$137M +$4.19M +3% 4.28% 60.6% 119 8.4%
CCA
7093
Cottonwood Capital Advisors
Utah
$137M -$11.6M -8% 6.5% 78.3% 132 34.85%
LI
7094
Latash Investments
Alaska
$137M +$7.77M +6% 6.74% 110% 18 5.56%
LFS
7095
Littlejohn Financial Services
Oregon
$137M +$7.76M +6% 4.6% 77 40.26%
MSK
7096
Melissa S. Kampmann
$137M +$3.98M +3% 5.87% 70.4% 40 0%
SFSG
7097
Sound Financial Strategies Group
Mississippi
$137M +$18.7M +16% 3.47% 26.4% 112 18.75%
LPP
7098
Life Planning Partners
Florida
$137M +$11.3M +9% 6.06% 71 9.86%
CFG
7099
Clayton Financial Group
Missouri
$137M +$52.8M +63% 6.81% 278 89.57%
AGP
7100
Aspire Growth Partners
Florida
$137M +$14.8M +12% 8.55% 120 6.67%