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
SSWG
4101
Seven Springs Wealth Group
Tennessee
$159M +$2.17M +1% 140
VBFG
4102
Vishria Bird Financial Group
Tennessee
$159M +$31.1M +24% 46
BRA
4103
Biechele Royce Advisors
Indiana
$159M +$439K +0.3% 44
KTM
4104
Keeler Thomas Management
Utah
$159M +$20.3M +15% 65
CRCM
4105
Crystal Rock Capital Management
Illinois
$158M +$13.7M +9% 36
CCP
4106
Cunning Capital Partners
North Carolina
$158M +$16.2M +11% 29
CW
4107
Cabot-Wellington
Massachusetts
$158M +$10.1M +7% 9
FWM
4108
Foresight Wealth Management
Utah
$158M +$23.4M +17% 109
LFA
4109
Landmark Financial Advisors
Kentucky
$158M +$4.61M +3% 60
CA
4110
Claro Advisors
Massachusetts
$158M +$12.5M +9% 204
MI
4111
M3F Inc
Utah
$158M +$22.8M +17% 53
SFSG
4112
Sound Financial Strategies Group
Mississippi
$158M +$3.3M +2% 66
NF
4113
Nikulski Financial
Iowa
$158M +$15.2M +11% 108
DCM
4114
Davidson Capital Management
Texas
$158M +$44M +39% 87
CIA
4115
Compass Ion Advisors
Pennsylvania
$157M +$45.4M +40% 83
SCM
4116
Seascape Capital Management
New Hampshire
$157M +$17.8M +13% 71
ECM
4117
EII Capital Management
New York
$157M +$4.12M +3% 195
VCM
4118
Voce Capital Management
California
$157M +$13.3M +9% 16
RWM
4119
Rench Wealth Management
Texas
$157M +$8.71M +6% 37
BWM
4120
BigSur Wealth Management
Florida
$157M +$17.1M +12% 115
WS
4121
Wela Strategies
Georgia
$157M -$194K -0.1% 46
MA
4122
MONECO Advisors
Connecticut
$157M +$29.2M +23% 162
WBC
4123
West Branch Capital
Massachusetts
$157M +$14.8M +10% 87
WTFG
4124
Wells Trecaso Financial Group
Ohio
$157M +$11.7M +8% 80
BCIM
4125
Bishop & Co Investment Management
Pennsylvania
$157M +$10.1M +7% 22