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
MWP
3801
Madison Wealth Partners
Wisconsin
$358M +$20.2M +6% 157
AWM
3802
Activest Wealth Management
Florida
$358M +$34M +10% 1,205
MJP
3803
Michael J. Puzo
$358M -$24.8M -6% 78
AR
3804
Apeiron RIA
Texas
$357M +$8.59M +2% 223
PPC
3805
Park Place Capital
Alabama
$357M +$9.15M +3% 895
AGWCA
3806
Annis Gardner Whiting Capital Advisors
Florida
$357M +$2.13M +0.6% 816
GREM
3807
Grey Rock Energy Management
Texas
$357M 1
PM
3808
Prosight Management
Texas
$357M -$37.4M -9% 51
WCM
3809
Whitener Capital Management
North Carolina
$357M +$4.35M +1% 166
WAS
3810
Wealth Advisory Solutions
Indiana
$357M -$6.39M -2% 137
AGAM
3811
Avalon Global Asset Management
California
$357M +$32.2M +10% 36
OPWM
3812
Oakwell Private Wealth Management
Texas
$357M +$9.04M +3% 63
RB
3813
Robert Bosch
Germany
$357M 4
WWM
3814
Wiser Wealth Management
Georgia
$356M +$7.38M +2% 53
GPA
3815
Guidance Point Advisors
Massachusetts
$356M +$13.2M +4% 89
WCM
3816
Weaver Capital Management
Georgia
$356M +$22.7M +7% 185
SCM
3817
Sio Capital Management
New York
$355M +$132M +59% 61
AFGI4KRSP
3818
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$355M +$5.52M +2% 1
V
3819
VeraBank
Texas
$355M +$12.8M +4% 148
IWM
3820
Integris Wealth Management
California
$355M -$3.43M -1% 111
VCM
3821
Verde Capital Management
Michigan
$354M +$21.1M +6% 64
RDFA
3822
Ritter Daniher Financial Advisory
Ohio
$354M +$10.1M +3% 327
BAG
3823
Bridgewealth Advisory Group
California
$354M +$78.8M +29% 118
CS
3824
Cisco Systems
California
$354M -$83.6M -19% 3
SHWM
3825
Smith & Howard Wealth Management
Georgia
$353M -$2.2M -0.6% 85