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
SP
4126
Sequent Planning
Nebraska
$292M +$15.9M +6% 151
TFP
4127
Triune Financial Partners
Kansas
$292M +$3.82M +1% 34
AFS
4128
Aft Forsyth & Sober
Florida
$292M +$7.97M +3% 83
CWA
4129
Core Wealth Advisors
Florida
$292M -$2.49M -0.8% 262
ICP
4130
Inclusive Capital Partners
California
$292M -$38.6M -12% 3
MCAV
4131
Meritech Capital Associates V
California
$292M -$7.4M -2% 3
DA
4132
Detalus Advisors
Missouri
$292M +$11.1M +4% 156
MWP
4133
Madison Wealth Partners
Wisconsin
$292M +$15.1M +5% 132
HWMG
4134
Hurlow Wealth Management Group
Indiana
$291M +$8M +3% 119
NCM
4135
Neumann Capital Management
California
$291M +$10.5M +4% 101
IMA
4136
Investment Management Associates
Colorado
$291M +$1.37M +0.5% 35
FIBT
4137
First International Bank & Trust
North Dakota
$291M +$889K +0.3% 76
PTP
4138
Platform Technology Partners
New York
$291M 227
RW
4139
Regimen Wealth
Georgia
$290M +$2.11M +0.7% 73
SWA
4140
Strata Wealth Advisors
Texas
$290M +$5.99M +2% 84
AM
4141
Atwater Malick
Pennsylvania
$290M +$6.5M +2% 81
MSCM
4142
McElhenny Sheffield Capital Management
Texas
$290M +$9.17M +3% 103
SCP
4143
Silverleafe Capital Partners
Tennessee
$290M +$40.1M +16% 83
TAS
4144
TIFF Advisory Services
Pennsylvania
$290M +$60.8M +27% 27
GSIAS
4145
Garden State Investment Advisory Services
New Jersey
$290M +$16.6M +6% 248
BZWA
4146
Blue Zone Wealth Advisors
California
$290M -$1.19M -0.4% 93
LL
4147
LPWM LLC
Minnesota
$290M +$17.3M +6% 79
HAC
4148
Harbor Advisory Corp
New Hampshire
$290M -$4.23M -1% 89
YRHAM
4149
Yong Rong (HK) Asset Management
Hong Kong
$289M -$85.5M -23% 23
HSG
4150
Helen Stephens Group
Texas
$289M +$30.2M +12% 85