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
DP
4076
Denver PWM
Colorado
$212M -$39.1M -16% 100
TCOO
4077
Trust Company of Oklahoma
Oklahoma
$212M -$48.9M -19% 121
LWA
4078
LWS Wealth Advisors
New Jersey
$212M -$22.4M -10% 64
BWM
4079
BigSur Wealth Management
Florida
$212M -$44.4M -17% 143
CFP
4080
Curran Financial Partners
South Carolina
$212M -$31.5M -13% 75
GCM
4081
G2 Capital Management
Ohio
$212M -$21.2M -9% 52
DCM
4082
Davidson Capital Management
Texas
$212M -$56.4M -21% 91
WAAG
4083
Wealth Alliance Advisory Group
Kansas
$212M -$18.9M -8% 162
GSWM
4084
Greenup Street Wealth Management
Michigan
$212M +$31.8M +18% 100
AB
4085
Atlas Brown
Kentucky
$212M -$33.6M -14% 192
SFC
4086
SYM Financial Corp
Indiana
$211M -$21.2M -9% 131
VIA
4087
Vickerman Investment Advisors
Washington
$211M -$14M -6% 78
KJWM
4088
Kiley Juergens Wealth Management
Washington
$211M +$4.03M +2% 75
ECAM
4089
East Coast Asset Management
Massachusetts
$211M -$209M -50% 64
PFSC
4090
Peoples Financial Services Corp
Pennsylvania
$211M -$20.3M -9% 292
FLI
4091
Family Legacy Inc
South Carolina
$211M -$29M -12% 114
WFA
4092
Wade Financial Advisory
California
$211M -$22.3M -10% 80
MCP
4093
Martin Capital Partners
Oregon
$211M -$8.27M -4% 72
WDG
4094
Wealth Dimensions Group
Ohio
$211M -$5.34M -2% 135
OAM
4095
Oak Asset Management
California
$211M -$42.1M -17% 167
CMP
4096
Courage Miller Partners
Virginia
$211M -$41.2M -16% 76
HCM
4097
Hudson Capital Management
New Jersey
$210M -$42M -17% 71
TSS
4098
Thomas Story & Son
Indiana
$210M -$42.2M -17% 63
IF
4099
Insight Folios
North Carolina
$210M -$14.1M -6% 123
GF
4100
Gries Financial
Ohio
$210M -$61.6M -23% 159