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
XWM
3926
Xcel Wealth Management
Florida
$161M +$50.3M +45% 102
CPIA
3927
Cornell Pochily Investment Advisors
New York
$161M +$26.3M +19% 142
RWP
3928
Reliant Wealth Planning
Kentucky
$161M -$30.6M -16% 11
SGMP
3929
Spark Growth Management Partners
Massachusetts
$161M +$21.8M +16% 1
SHWM
3930
Smith & Howard Wealth Management
Georgia
$161M +$4.06M +3% 70
LP
3931
LGL Partners
Pennsylvania
$161M +$8.81M +6% 95
WFG
3932
Wills Financial Group
Virginia
$161M +$20.4M +15% 53
TW
3933
Towerpoint Wealth
California
$161M +$34.4M +27% 69
T
3934
Tinicum
New York
$161M +$69.8M +77% 3
VFM
3935
Vivid Financial Management
California
$160M +$83.8M +110% 106
DSN
3936
D. Scott Neal
Kentucky
$160M -$6.71M -4% 41
SC
3937
Steginsky Capital
New York
$160M +$16.2M +11% 8
TCCM
3938
Timber Creek Capital Management
Massachusetts
$160M +$22.5M +16% 132
CA
3939
Continuum Advisory
Idaho
$159M +$11M +7% 163
PCMK
3940
Paragon Capital Management (Kansas)
Kansas
$159M +$20.4M +15% 194
THWM
3941
Taylor Hoffman Wealth Management
Virginia
$159M +$55.3M +53% 402
VFPI
3942
Vantage Financial Partners (Illinois)
Illinois
$159M +$20.5M +15% 75
LAS
3943
Lloyd Advisory Services
Georgia
$159M +$23.8M +18% 359
LFA
3944
Legend Financial Advisors
Pennsylvania
$159M +$47.6M +43% 38
BI
3945
Ballast Inc
Kentucky
$159M +$18.2M +13% 89
HAFS
3946
Hapanowicz & Associates Financial Services
Pennsylvania
$159M +$18.6M +13% 19
DLG
3947
Daniel L. Goodwin
$159M +$35M +28% 94
NAM
3948
Nationwide Asset Management
Ohio
$159M +$87.3M +122% 10
PWS
3949
Peloton Wealth Strategists
Indiana
$159M +$36M +29% 78
BWI
3950
Beacon Wealthcare Inc
North Carolina
$159M +$17.9M +13% 11