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
WHAM
4026
Windmill Hill Asset Management
United Kingdom
$323M +$17.6M +6% 29
MM
4027
Meridian Management
Arkansas
$323M -$56.4M -15% 100
PWS
4028
Peterson Wealth Services
Utah
$323M -$10.3M -3% 231
TI
4029
tru Independence
Oregon
$322M +$3.85M +1% 118
CW
4030
Channel Wealth
California
$322M +$14.8M +5% 178
SWA
4031
Strata Wealth Advisors
Texas
$322M +$3.13M +1% 80
TWP
4032
Triad Wealth Partners
Kansas
$322M +$44.8M +16% 226
BWM
4033
Buckley Wealth Management
Nevada
$321M -$5.18M -2% 105
MPPLM
4034
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$321M -$13.5M -4% 159
XWM
4035
Xcel Wealth Management
Florida
$321M -$39.9M -11% 136
SWK
4036
Stephen W. Kidder
$321M -$11.5M -3% 72
GF
4037
Gray Foundation
New York
$321M -$30M -9% 14
GCM
4038
Galibier Capital Management
Ontario, Canada
$321M -$29.7M -8% 40
CFO
4039
Colony Family Offices
North Carolina
$321M +$2.27M +0.7% 79
SA
4040
Shilanski & Associates
Alaska
$321M +$8.84M +3% 114
LEFP
4041
Leading Edge Financial Planning
Tennessee
$320M +$15.3M +5% 60
KFG
4042
Kelly Financial Group
Connecticut
$320M +$38.8M +14% 89
HWMG
4043
Hurlow Wealth Management Group
Indiana
$320M -$247K -0.1% 126
SIM
4044
SW Investment Management
Colorado
$320M -$106M -25% 14
CWM
4045
Centurion Wealth Management
Virginia
$320M -$45.5K -0% 215
RWM
4046
Ruedi Wealth Management
Illinois
$320M +$2.77M +0.9% 339
WSC
4047
Wellington Shields & Co
New York
$319M -$6.63M -2% 317
LIP
4048
Landmark Investment Partners
Florida
$319M +$72.1M +29% 34
PP
4049
Prosperity Planning
Missouri
$319M +$7.35M +2% 105
UWM
4050
United Wealth Management
Virginia
$319M +$22.6M +8% 21