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
SW
4301
SMART Wealth
Nebraska
$319M +$39.8M +14% 197
CWM
4302
Concentrum Wealth Management
California
$319M +$48.9M +18% 83
VBFP
4303
Valtinson Bruner Financial Planning
Minnesota
$319M +$22.8M +8% 161
TCMG
4304
TSP Capital Management Group
New Jersey
$319M +$14.6M +5% 46
CP
4305
Capital Planning
Washington
$318M -$39.3M -11% 101
OPW
4306
Oxler Private Wealth
New York
$318M +$33.6M +12% 87
1CP
4307
11 Capital Partners
Connecticut
$318M +$16.7M +6% 19
EW
4308
Evexia Wealth
Wisconsin
$318M +$42.9M +16% 84
FAP
4309
Financial Advisory Partners
Florida
$318M +$19.1M +6% 67
NCM
4310
Neumann Capital Management
California
$318M +$28.8M +10% 103
CPA
4311
Court Place Advisors
Maryland
$318M +$16.5M +5% 153
NOI
4312
Newton One Investments
Delaware
$318M +$38.1M +14% 129
BWAM
4313
Boyd Watterson Asset Management
Ohio
$318M +$4.95M +2% 436
EL
4314
EWA LLC
Pennsylvania
$318M +$48.6M +18% 233
CIA
4315
Corigliano Investment Advisers
North Carolina
$318M +$93.3M +42% 62
KC
4316
Knuff & Co
California
$317M +$19.5M +7% 141
SCM
4317
Seascape Capital Management
New Hampshire
$317M +$30.5M +11% 103
OFP
4318
OLIO Financial Planning
Virginia
$317M +$27.7M +10% 64
SFP
4319
Sandbox Financial Partners
Maryland
$317M +$33.8M +12% 127
VST
4320
Van Strum & Towne
California
$317M +$19.3M +6% 114
3F
4321
360 Financial
Minnesota
$317M +$40.5M +15% 86
DWAM
4322
Duncan Williams Asset Management
Tennessee
$317M +$40M +14% 156
WWM
4323
WJ Wealth Management
Arizona
$317M +$34.1M +12% 106
CPI
4324
Crestview Partners III
New York
$316M -$23.6M -7% 3
EC
4325
EdgeRock Capital
Colorado
$316M +$176M +125% 112