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
SP
4426
Sequent Planning
Nebraska
$278M +$5.28M +2% 153
TPC
4427
Tiger Pacific Capital
New York
$278M -$96.3M -26% 17
BWM
4428
BNC Wealth Management
Oregon
$278M -$26.5M -9% 109
GM
4429
Granger Management
New York
$277M -$162M -37% 7
MWM
4430
McMill Wealth Management
Nebraska
$277M +$30.4M +12% 51
SFG
4431
Sterling Financial Group
California
$277M +$8.59M +3% 67
TFA
4432
Trinity Financial Advisors
Ohio
$277M +$14M +5% 92
CFP
4433
Cypress Financial Planning
New Jersey
$277M +$4.7M +2% 84
OWIM
4434
Old West Investment Management
California
$277M +$30.4M +12% 65
DWAM
4435
Duncan Williams Asset Management
Tennessee
$277M +$22.9M +9% 152
AWM
4436
Accel Wealth Management
Iowa
$277M +$12.9M +5% 266
RM
4437
Redpoint Management
California
$277M -$40.9M -13% 6
ZEP
4438
Zeno Equity Partners
United Kingdom
$277M -$56.9M -17% 13
MWM
4439
MGB Wealth Management
Texas
$276M -$45.8M -14% 310
IAS
4440
Investment Advisory Services
Texas
$276M -$7.2M -3% 120
3F
4441
360 Financial
Minnesota
$276M -$274K -0.1% 90
ITIM
4442
Indiana Trust & Investment Management
Indiana
$276M -$17.6M -6% 489
ICP
4443
Impact Capital Partners
Colorado
$276M -$5.03M -2% 274
AI
4444
Auour Investments
Massachusetts
$276M -$10M -4% 86
SFP
4445
Sterling Financial Planning
New Jersey
$276M +$3.94M +1% 114
BDFN
4446
Bond & Devick Financial Network
Minnesota
$276M +$41.8M +18% 171
TA
4447
TFG Advisers
Michigan
$276M -$2.31M -0.8% 212
WMR
4448
Wealth Management Resources
Rhode Island
$276M +$4.55M +2% 33
HP
4449
Hartree Partners
New York
$276M +$7.49M +3% 81
SFMG
4450
Sage Financial Management Group
Virginia
$276M +$5.5M +2% 56