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
SMG
4301
Smart Money Group
Texas
$319M +$24.8M +8% 81
SW
4302
SMART Wealth
Nebraska
$319M +$39.8M +14% 197
CWM
4303
Concentrum Wealth Management
California
$319M +$48.9M +18% 83
VBFP
4304
Valtinson Bruner Financial Planning
Minnesota
$319M +$22.8M +8% 161
TCMG
4305
TSP Capital Management Group
New Jersey
$319M +$14.6M +5% 46
CP
4306
Capital Planning
Washington
$318M -$39.3M -11% 101
OPW
4307
Oxler Private Wealth
New York
$318M +$33.6M +12% 87
1CP
4308
11 Capital Partners
Connecticut
$318M +$16.7M +6% 19
EW
4309
Evexia Wealth
Wisconsin
$318M +$42.9M +16% 84
FAP
4310
Financial Advisory Partners
Florida
$318M +$19.1M +6% 67
NCM
4311
Neumann Capital Management
California
$318M +$28.8M +10% 103
CPA
4312
Court Place Advisors
Maryland
$318M +$16.5M +5% 153
NOI
4313
Newton One Investments
Delaware
$318M +$38.1M +14% 129
BWAM
4314
Boyd Watterson Asset Management
Ohio
$318M +$4.95M +2% 436
EL
4315
EWA LLC
Pennsylvania
$318M +$48.6M +18% 233
CIA
4316
Corigliano Investment Advisers
North Carolina
$318M +$93.3M +42% 62
KC
4317
Knuff & Co
California
$317M +$19.5M +7% 141
SCM
4318
Seascape Capital Management
New Hampshire
$317M +$30.5M +11% 103
OFP
4319
OLIO Financial Planning
Virginia
$317M +$27.7M +10% 64
SFP
4320
Sandbox Financial Partners
Maryland
$317M +$33.8M +12% 127
VST
4321
Van Strum & Towne
California
$317M +$19.3M +6% 114
3F
4322
360 Financial
Minnesota
$317M +$40.5M +15% 86
DWAM
4323
Duncan Williams Asset Management
Tennessee
$317M +$40M +14% 156
WWM
4324
WJ Wealth Management
Arizona
$317M +$34.1M +12% 106
CPI
4325
Crestview Partners III
New York
$316M -$23.6M -7% 3