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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
CHWM
7301
Cauble & Harre Wealth Management
Missouri
$126M +$6.25M +5% 81
RWM
7302
Redstone Wealth Management
Oklahoma
$125M -$1.07M -0.8% 43
GBFP
7303
Golden Bell Financial Planning
Georgia
$125M +$5.32M +4% 37
VWM
7304
VanWeelden Wealth Management
Ohio
$125M -$1.91M -1% 36
MW
7305
Mueller Wealth
Wisconsin
$125M +$4.57M +4% 17
TP
7306
Teca Partners
Texas
$125M -$39.2M -24% 12
AF
7307
ASL Financial
California
$125M -$2.12M -2% 96
CWM
7308
Challenger Wealth Management
California
$125M -$5.94M -5% 63
COFSG
7309
Carbahal Olsen Financial Services Group
California
$125M -$5.16M -4% 44
FB
7310
Finward Bancorp
Indiana
$125M -$3.69M -3% 107
PAM
7311
PCG Asset Management
New Jersey
$125M -$317K -0.3% 80
FA
7312
Freestate Advisors
Kansas
$125M +$2.01M +2% 44
WI
7313
Whitebark Investors
Nevada
$125M -$40.9M -25% 9
SWM
7314
Sentinel Wealth Management
Virginia
$125M +$4.42M +4% 39
BFG
7315
Broussard Financial Group
Louisiana
$125M +$1.65M +1% 36
ACM
7316
Appalachian Capital Management
Ohio
$125M +$99.6K +0.1% 47
SWM
7317
Sandro Wealth Management
New Jersey
$125M +$4.09M +3% 102
LW
7318
Lauer Wealth
Indiana
$125M -$6.88M -5% 65
CAM
7319
Chesapeake Asset Management
New York
$125M +$4.19M +3% 365
RWJF
7320
Robert Wood Johnson Foundation
New Jersey
$125M +$937K +0.8% 2
PB
7321
Prosperity Bancshares
Texas
$125M +$13.9M +13% 429
BWLSA
7322
Blue Water Life Science Advisors
California
$125M -$34.6M -22% 11
AFA
7323
Allium Financial Advisors
Oregon
$125M -$1.44M -1% 81
SWA
7324
Strategic Wealth Advisors
Arizona
$125M +$7.75M +7% 273
WOSD
7325
WFA of San Diego
California
$125M -$12M -9% 425