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
SFWC
4401
Strategic Family Wealth Counselors
New Jersey
$208M -$9.46M -4% 111
RWM
4402
RBA Wealth Management
California
$208M -$6.72M -3% 91
SLWA
4403
San Luis Wealth Advisors
California
$208M -$75.7M -27% 168
TCWM
4404
Total Clarity Wealth Management
Illinois
$208M +$6.22M +3% 246
JGIA
4405
Jackson Grant Investment Advisers
Connecticut
$207M -$8M -4% 421
KCM
4406
Khrom Capital Management
Florida
$207M +$23.1M +13% 13
EWM
4407
Elmwood Wealth Management
California
$207M -$7.24M -3% 123
AAM
4408
Alphadyne Asset Management
New York
$207M +$175M +535% 99
SF
4409
Safeguard Financial
Wisconsin
$207M -$312K -0.2% 608
KLCM
4410
KG&L Capital Management
Louisiana
$207M -$1.33M -0.6% 168
APA
4411
Astoria Portfolio Advisors
New York
$207M -$51.1M -20% 202
BWM
4412
Biltmore Wealth Management
Arizona
$207M -$28.7M -12% 53
PM
4413
Phraction Management
Connecticut
$207M +$4.47M +2% 51
WMR
4414
Wealth Management Resources
Rhode Island
$207M +$35M +20% 42
SFG
4415
Snider Financial Group
Washington
$207M -$2.28M -1% 61
DLG
4416
Daniel L. Goodwin
$207M -$2.71M -1% 99
DFG
4417
Delphi Financial Group
Delaware
$207M +$9.76M +5% 32
CCG
4418
Ceeto Capital Group
Florida
$207M -$11.6M -5% 165
KA
4419
Kailix Advisors
Florida
$207M +$26.3M +15% 9
GTC
4420
Ghost Tree Capital
New York
$207M -$70.6M -25% 75
TB
4421
Terril Brothers
Missouri
$206M -$20.1M -9% 61
AGAM
4422
Avalon Global Asset Management
California
$206M +$1.27M +0.6% 34
S
4423
SimplyRich
California
$206M -$74.3M -26% 179
LRIC
4424
Long Road Investment Counsel
Michigan
$206M -$8.51M -4% 69
SRSA
4425
S.R. Schill & Associates
Washington
$206M -$14.2M -6% 86