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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
SKK
7501
Shepherd Kaplan Krochuk
Massachusetts
$121M -$751K -0.6% 66
TWM
7502
Troutman Wealth Management
Pennsylvania
$121M 37
MF
7503
Midwestern Financial
Iowa
$121M +$4.39M +4% 54
EWM
7504
Evolution Wealth Management
Florida
$121M +$23.4M +24% 790
SWM
7505
Sandro Wealth Management
New Jersey
$121M 93
MW
7506
Mueller Wealth
Wisconsin
$121M 15
SO
7507
Sierra Ocean
California
$121M +$1.78M +1% 68
NL
7508
NorthAvenue LLC
Ohio
$121M 375
CAM
7509
Chesapeake Asset Management
New York
$121M +$7.8M +7% 363
ECM
7510
Explore Capital Management
Delaware
$121M -$41.1M -25% 19
SWM
7511
Sentinel Wealth Management
Virginia
$121M +$5.46M +5% 38
EFG
7512
Elm3 Financial Group
Georgia
$121M -$1.4M -1% 128
SAP
7513
Strategic Advisory Partners
North Carolina
$121M 36
NI
7514
NDVR Inc
Massachusetts
$121M +$556K +0.5% 147
LRI
7515
Linden Rose Investment
Texas
$120M 7
UA
7516
URS Advisory
Florida
$120M 44
ARA
7517
Alexander Randolph Advisory
Virginia
$120M -$1M -0.8% 56
OP
7518
Orvieto Partners
Massachusetts
$120M +$2.28M +2% 46
VWM
7519
Vigil Wealth Management
Florida
$120M 77
FJWM
7520
Ferguson Johnson Wealth Management
Maryland
$120M 35
DWA
7521
Davis Wealth Advisors
New Hampshire
$120M 69
GBFP
7522
Golden Bell Financial Planning
Georgia
$120M +$5.05M +4% 36
SB
7523
Semitam Bonam
New York
$120M +$8.27M +7% 48
AWM
7524
Alterna Wealth Management
Texas
$120M -$1.52M -1% 113
VCWM
7525
Vista Cima Wealth Management
Arizona
$120M -$71.8K -0.1% 79