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
MAG
4026
Mokosak Advisory Group
Iowa
$324M -$9.57M -3% 36
EFMC
4027
Empire Financial Management Company
New York
$324M +$3.02M +0.9% 205
MCA
4028
MSH Capital Advisors
Arizona
$323M +$5.75M +2% 237
WHAM
4029
Windmill Hill Asset Management
United Kingdom
$323M +$17.6M +6% 29
MM
4030
Meridian Management
Arkansas
$323M -$56.4M -15% 100
PWS
4031
Peterson Wealth Services
Utah
$323M -$10.3M -3% 231
TI
4032
tru Independence
Oregon
$322M +$3.85M +1% 118
CW
4033
Channel Wealth
California
$322M +$14.8M +5% 178
SWA
4034
Strata Wealth Advisors
Texas
$322M +$3.13M +1% 80
TWP
4035
Triad Wealth Partners
Kansas
$322M +$44.8M +16% 226
BWM
4036
Buckley Wealth Management
Nevada
$321M -$5.18M -2% 105
MPPLM
4037
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$321M -$13.5M -4% 159
XWM
4038
Xcel Wealth Management
Florida
$321M -$39.9M -11% 136
SWK
4039
Stephen W. Kidder
$321M -$11.5M -3% 72
GF
4040
Gray Foundation
New York
$321M -$30M -9% 14
GCM
4041
Galibier Capital Management
Ontario, Canada
$321M -$29.7M -8% 40
CFO
4042
Colony Family Offices
North Carolina
$321M +$2.27M +0.7% 79
SA
4043
Shilanski & Associates
Alaska
$321M +$8.84M +3% 114
LEFP
4044
Leading Edge Financial Planning
Tennessee
$320M +$15.3M +5% 60
KFG
4045
Kelly Financial Group
Connecticut
$320M +$38.8M +14% 89
HWMG
4046
Hurlow Wealth Management Group
Indiana
$320M -$247K -0.1% 126
SIM
4047
SW Investment Management
Colorado
$320M -$106M -25% 14
CWM
4048
Centurion Wealth Management
Virginia
$320M -$45.5K -0% 215
RWM
4049
Ruedi Wealth Management
Illinois
$320M +$2.77M +0.9% 339
WSC
4050
Wellington Shields & Co
New York
$319M -$6.63M -2% 317