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
SFA
2501
Souders Financial Advisors
Ohio
$873M +$32.3M +4% 219
KL
2502
KIM LLC
Kansas
$873M -$14.9M -2% 86
IWS
2503
Insight Wealth Strategies
California
$872M +$23.4M +3% 186
SLT
2504
St Louis Trust
Missouri
$872M +$70M +9% 149
DWP
2505
Destiny Wealth Partners
Florida
$871M +$55.2M +7% 222
FPI
2506
Financial Plan Inc
Washington
$871M 94
SAIG
2507
Semper Augustus Investments Group
Colorado
$870M +$68.4M +9% 40
CFO
2508
CVA Family Office
Colorado
$869M +$92.6M +12% 1,389
AWP
2509
Ascent Wealth Partners
New York
$869M +$6.89M +0.8% 188
8KM
2510
8 Knots Management
Texas
$868M -$16M -2% 22
TFCP
2511
Twin Focus Capital Partners
Massachusetts
$868M +$80.7M +10% 198
ACP
2512
Aviance Capital Partners
Florida
$868M +$25.5M +3% 375
NC
2513
Northcape Capital
Australia
$867M +$144M +20% 8
OMG
2514
One Madison Group
New York
$867M -$46.2M -5% 31
KWM
2515
Keebeck Wealth Management
Illinois
$867M +$20.5M +2% 393
AVLSA
2516
Atlas Venture Life Science Advisors
Massachusetts
$865M +$113M +15% 9
FPGK
2517
Financial Partners Group (Kansas)
Kansas
$865M +$62M +8% 246
MWM
2518
Marietta Wealth Management
Georgia
$865M +$46.7M +6% 128
BBI
2519
Baxter Bros Inc
Connecticut
$864M -$947K -0.1% 170
NG
2520
Novem Group
New York
$864M +$24.5M +3% 455
QCMNJ
2521
Quantum Capital Management (New Jersey)
New Jersey
$864M -$48.4M -5% 35
PS
2522
Portfolio Strategies
New York
$864M +$3.32M +0.4% 65
IWP
2523
IAG Wealth Partners
Wisconsin
$864M +$31.1M +4% 544
BDWCC
2524
B&D White Capital Company
Texas
$863M +$82.5M +11% 84
PJWM
2525
Philip James Wealth Mangement
Georgia
$863M +$6.21M +0.7% 179