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
SC
3826
Stralem & Co
New York
$135M -$44.1M -25% 117
CFS
3827
Cannon Financial Strategists
Georgia
$134M -$18.9M -12% 53
HIM
3828
Hotaling Investment Management
Pennsylvania
$134M -$40M -23% 125
SWMG
3829
Strategic Wealth Management Group
Maryland
$134M -$20M -13% 103
DI
3830
DFPG Investments
Utah
$134M -$18.7M -12% 184
MAG
3831
Mokosak Advisory Group
Iowa
$134M -$31.4M -19% 30
EGWAG
3832
Elwood & Goetz Wealth Advisory Group
Georgia
$134M -$5.36M -4% 36
HW
3833
Hamilton Wealth
California
$134M -$13.9M -9% 49
MUAMU
3834
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$134M -$115M -46% 107
PCA
3835
Peddock Capital Advisors
Massachusetts
$134M -$61.6M -32% 249
JHCP
3836
Jackson Hole Capital Partners
Oklahoma
$134M -$48.4M -27% 208
BWM
3837
BigSur Wealth Management
Florida
$133M -$43.6M -25% 124
BIA
3838
Bigelow Investment Advisors
Maine
$133M -$37.4M -22% 160
UWPG
3839
Ullmann Wealth Partners Group
Florida
$133M -$31.6M -19% 62
AAM
3840
Ameraudi Asset Management
New York
$133M +$6.75M +5% 48
TVAMP
3841
Tennessee Valley Asset Management Partners
Tennessee
$133M -$24.9M -16% 65
CWM
3842
Centric Wealth Management
Illinois
$133M +$7.15M +6% 137
SCG
3843
Sonata Capital Group
Washington
$133M -$32.7M -20% 118
OFS
3844
OneAscent Financial Services
Alabama
$133M -$48.1M -27% 209
LAM
3845
Lapides Asset Management
Connecticut
$133M -$59.1M -31% 73
BCFS
3846
Butensky & Cohen Financial Security
Florida
$133M -$42M -24% 92
BG
3847
Berry Group
Massachusetts
$133M -$52.4M -28% 128
DC
3848
DeDora Capital
California
$133M -$33.5M -20% 125
WFM
3849
Wolff Financial Management
Michigan
$132M -$18.3M -12% 86
BHWA
3850
Beacon Harbor Wealth Advisors
Virginia
$132M -$36.8M -22% 63