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
CSWG
4151
Cardinal Strategic Wealth Guidance
Kentucky
$305M +$28.1M +10% 79
LL
4152
LPWM LLC
Minnesota
$305M +$15.8M +5% 79
NWM
4153
Northcape Wealth Management
New York
$305M +$27.8M +10% 133
FAFC
4154
First American Financial Corporation
California
$305M +$9.16M +3% 4
HWMO
4155
Heritage Wealth Management (Ohio)
Ohio
$305M +$6.67M +2% 234
MSCM
4156
McElhenny Sheffield Capital Management
Texas
$305M +$14.9M +5% 109
SIA
4157
Sovereign Investment Advisors
Arizona
$305M +$36.7M +14% 36
WC
4158
Weil Company
California
$305M +$30.8M +11% 154
AAI
4159
American Assets Inc
California
$305M +$32.5M +12% 18
GWSA
4160
Global Wealth Strategies & Associates
Colorado
$304M +$25.8M +9% 387
MA
4161
Modus Advisors
Minnesota
$304M +$21.7M +8% 116
ZF
4162
Zega Financial
Florida
$304M +$27.8M +10% 134
AFS
4163
Aft Forsyth & Sober
Florida
$304M +$12.2M +4% 80
WTFG
4164
Wells Trecaso Financial Group
Ohio
$304M +$14.8M +5% 93
BIG
4165
Brooklyn Investment Group
New York
$304M +$71.5M +31% 1,040
FI
4166
Fosun International
China
$304M +$7.4M +2% 57
CW
4167
Channel Wealth
California
$304M +$27.6M +10% 178
DBRC
4168
D.B. Root & Company
Pennsylvania
$303M +$10.3M +4% 200
BRA
4169
Biechele Royce Advisors
Indiana
$303M +$7.23M +2% 58
MWM
4170
MorganRosel Wealth Management
Colorado
$303M +$20.1M +7% 110
PWP
4171
Precedent Wealth Partners
Texas
$303M +$54.9M +22% 151
AAM
4172
Arohi Asset Management
Singapore
$303M +$59.9M +25% 5
FFO
4173
Fiduciary Family Office
Florida
$303M +$49.5M +20% 213
PGWM
4174
Parisi Gray Wealth Management
New Jersey
$303M +$23.9M +9% 116
FCG
4175
Fielder Capital Group
Tennessee
$303M +$42.5M +16% 222