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
PWM
4226
Proathlete Wealth Management
Florida
$361M -$6.2M -2% 320
SWM
4227
SK Wealth Management
Rhode Island
$360M +$1.79M +0.5% 80
RA
4228
RR Advisors
Texas
$360M +$40.6M +13% 29
TWD
4229
True Wealth Design
Ohio
$360M +$19.3M +6% 2,839
WIP
4230
WealthCare Investment Partners
Rhode Island
$360M +$17.2M +5% 195
BWM
4231
BNC Wealth Management
Oregon
$360M -$29.6M -8% 122
5VM
4232
5AM Venture Management
California
$360M +$42.1M +13% 22
LSC
4233
Logan Stone Capital
Illinois
$360M -$45.4M -11% 192
LC
4234
Legacy CG
Texas
$360M +$2.81M +0.8% 51
NC
4235
Naman Capital
Brazil
$360M +$4.27M +1% 13
SIMC
4236
Squire Investment Management Company
Utah
$360M +$29.3M +9% 78
KLWA
4237
Kelly Lawrence W & Associates
California
$360M -$51.3M -12% 132
XWM
4238
Xcel Wealth Management
Florida
$360M -$30.8M -8% 148
ACM
4239
Arcataur Capital Management
Wisconsin
$359M +$10.1M +3% 107
RIP
4240
Rhino Investment Partners
Pennsylvania
$359M +$6.44M +2% 48
SSW
4241
Stone Summit Wealth
Florida
$359M -$9.36M -3% 145
NI
4242
NFC Investments
Tennessee
$359M +$5M +1% 47
CFP
4243
Cypress Financial Planning
New Jersey
$359M +$1.12M +0.3% 110
LSWP
4244
Liberty Square Wealth Partners
Pennsylvania
$358M +$7.82M +2% 148
BDFN
4245
Bond & Devick Financial Network
Minnesota
$358M +$3.31M +0.9% 197
GM
4246
Granger Management
New York
$358M -$20.1M -5% 6
FP
4247
Financial Perspectives
Minnesota
$358M -$13M -3% 725
RM
4248
Rudius Management
New York
$358M -$103M -22% 7
HCM
4249
Heights Capital Management
California
$357M +$92.9M +35% 330
MWM
4250
Manske Wealth Management
Texas
$357M +$18.6M +5% 223