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
PWS
4051
Peterson Wealth Services
Utah
$323M -$10.3M -3% 231
TI
4052
tru Independence
Oregon
$322M +$3.85M +1% 118
CW
4053
Channel Wealth
California
$322M +$14.8M +5% 178
SWA
4054
Strata Wealth Advisors
Texas
$322M +$3.13M +1% 80
TWP
4055
Triad Wealth Partners
Kansas
$322M +$44.8M +16% 226
BWM
4056
Buckley Wealth Management
Nevada
$321M -$5.18M -2% 105
MPPLM
4057
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$321M -$13.5M -4% 159
XWM
4058
Xcel Wealth Management
Florida
$321M -$39.9M -11% 136
SWK
4059
Stephen W. Kidder
$321M -$11.5M -3% 72
GF
4060
Gray Foundation
New York
$321M -$30M -9% 14
GCM
4061
Galibier Capital Management
Ontario, Canada
$321M -$29.7M -8% 40
CFO
4062
Colony Family Offices
North Carolina
$321M +$2.27M +0.7% 79
SA
4063
Shilanski & Associates
Alaska
$321M +$8.84M +3% 114
LEFP
4064
Leading Edge Financial Planning
Tennessee
$320M +$15.3M +5% 60
KFG
4065
Kelly Financial Group
Connecticut
$320M +$38.8M +14% 89
HWMG
4066
Hurlow Wealth Management Group
Indiana
$320M -$247K -0.1% 126
SIM
4067
SW Investment Management
Colorado
$320M -$106M -25% 14
CWM
4068
Centurion Wealth Management
Virginia
$320M -$45.5K -0% 215
RWM
4069
Ruedi Wealth Management
Illinois
$320M +$2.77M +0.9% 339
WSC
4070
Wellington Shields & Co
New York
$319M -$6.63M -2% 317
LIP
4071
Landmark Investment Partners
Florida
$319M +$72.1M +29% 34
PP
4072
Prosperity Planning
Missouri
$319M +$7.35M +2% 105
UWM
4073
United Wealth Management
Virginia
$319M +$22.6M +8% 21
BWM
4074
Buska Wealth Management
Wisconsin
$319M +$6.66M +2% 64
PA
4075
PFW Advisors
Georgia
$319M -$6.16M -2% 128