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
WWM
4051
WT Wealth Management
Arizona
$319M +$5.74M +2% 148
SWA
4052
Strata Wealth Advisors
Texas
$319M +$7.62M +2% 82
TI
4053
tru Independence
Oregon
$318M -$23.3M -7% 116
CFO
4054
Colony Family Offices
North Carolina
$318M -$3.93M -1% 80
CFG
4055
Carr Financial Group
Massachusetts
$318M -$17M -5% 202
BCFS
4056
Butensky & Cohen Financial Security
Florida
$318M -$19.1M -6% 98
TFP
4057
Triune Financial Partners
Kansas
$318M -$920K -0.3% 38
MCA
4058
MSH Capital Advisors
Arizona
$318M -$9.39M -3% 236
RM
4059
Redpoint Management
California
$317M -$218M -41% 7
FFS
4060
Fischer Financial Services
Pennsylvania
$317M 64
GA
4061
GSG Advisors
New Jersey
$317M +$14.9M +5% 118
RWM
4062
Ruedi Wealth Management
Illinois
$317M +$25.5M +9% 347
BWA
4063
Beam Wealth Advisors
Louisiana
$316M -$13.8M -4% 108
ACP
4064
Arcus Capital Partners
Georgia
$316M +$39.9M +14% 130
CFC
4065
Coyle Financial Counsel
Illinois
$316M +$29.3M +10% 77
M2MC
4066
Matthew 25 Management Corp
Pennsylvania
$315M +$17.7M +6% 19
BWM
4067
BCGM Wealth Management
Indiana
$315M +$6.97M +2% 161
RBFC
4068
Roman Butler Fullerton & Co
Missouri
$315M -$17.1M -5% 277
PCM
4069
Punch Card Management
Florida
$315M -$19.5M -6% 5
SCP
4070
Silverleafe Capital Partners
Tennessee
$315M +$32.1M +11% 110
PGWM
4071
Parisi Gray Wealth Management
New Jersey
$315M +$11.7M +4% 113
MFS
4072
Mattson Financial Services
Michigan
$315M +$35.7M +13% 384
BAM
4073
Brave Asset Management
New Jersey
$314M -$88.2M -22% 179
DBRC
4074
D.B. Root & Company
Pennsylvania
$314M +$11M +4% 196
CYG
4075
Clean Yield Group
Vermont
$314M -$182K -0.1% 480