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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
AF
7301
ASL Financial
California
$125M -$2.12M -2% 96
CWM
7302
Challenger Wealth Management
California
$125M -$5.94M -5% 63
COFSG
7303
Carbahal Olsen Financial Services Group
California
$125M -$5.16M -4% 44
FB
7304
Finward Bancorp
Indiana
$125M -$3.69M -3% 107
PAM
7305
PCG Asset Management
New Jersey
$125M -$317K -0.3% 80
FA
7306
Freestate Advisors
Kansas
$125M +$2.01M +2% 44
WI
7307
Whitebark Investors
Nevada
$125M -$40.9M -25% 9
SWM
7308
Sentinel Wealth Management
Virginia
$125M +$4.42M +4% 39
BFG
7309
Broussard Financial Group
Louisiana
$125M +$1.65M +1% 36
ACM
7310
Appalachian Capital Management
Ohio
$125M +$99.6K +0.1% 47
SWM
7311
Sandro Wealth Management
New Jersey
$125M +$4.09M +3% 102
LW
7312
Lauer Wealth
Indiana
$125M -$6.88M -5% 65
CAM
7313
Chesapeake Asset Management
New York
$125M +$4.19M +3% 365
RWJF
7314
Robert Wood Johnson Foundation
New Jersey
$125M +$937K +0.8% 2
PB
7315
Prosperity Bancshares
Texas
$125M +$13.9M +13% 429
BWLSA
7316
Blue Water Life Science Advisors
California
$125M -$34.6M -22% 11
AFA
7317
Allium Financial Advisors
Oregon
$125M -$1.44M -1% 81
SWA
7318
Strategic Wealth Advisors
Arizona
$125M +$7.75M +7% 273
WOSD
7319
WFA of San Diego
California
$125M -$12M -9% 425
MSK
7320
Melissa S. Kampmann
$125M -$10.6M -8% 43
CNTOF
7321
Canandaigua National Trust of Florida
New York
$125M -$35.3M -22% 139
CDWM
7322
Campbell Deegan Wealth Management
Virginia
$124M +$580K +0.5% 52
PWP
7323
Ponta Wealth Partners
Florida
$124M +$17.1M +16% 144
SGFG
7324
Silver Grove Financial Group
New York
$124M +$8.89M +8% 525
SJGA
7325
Stephen J. Garry & Associates
New York
$124M -$1.74M -1% 54