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
SFG
4426
Sterling Financial Group
California
$277M +$8.59M +3% 67
TFA
4427
Trinity Financial Advisors
Ohio
$277M +$14M +5% 92
CFP
4428
Cypress Financial Planning
New Jersey
$277M +$4.7M +2% 84
OWIM
4429
Old West Investment Management
California
$277M +$30.4M +12% 65
DWAM
4430
Duncan Williams Asset Management
Tennessee
$277M +$22.9M +9% 152
AWM
4431
Accel Wealth Management
Iowa
$277M +$12.9M +5% 266
RM
4432
Redpoint Management
California
$277M -$40.9M -13% 6
ZEP
4433
Zeno Equity Partners
United Kingdom
$277M -$56.9M -17% 13
MWM
4434
MGB Wealth Management
Texas
$276M -$45.8M -14% 310
IAS
4435
Investment Advisory Services
Texas
$276M -$7.2M -3% 120
3F
4436
360 Financial
Minnesota
$276M -$274K -0.1% 90
ITIM
4437
Indiana Trust & Investment Management
Indiana
$276M -$17.6M -6% 489
ICP
4438
Impact Capital Partners
Colorado
$276M -$5.03M -2% 274
AI
4439
Auour Investments
Massachusetts
$276M -$10M -4% 86
SFP
4440
Sterling Financial Planning
New Jersey
$276M +$3.94M +1% 114
BDFN
4441
Bond & Devick Financial Network
Minnesota
$276M +$41.8M +18% 171
TA
4442
TFG Advisers
Michigan
$276M -$2.31M -0.8% 212
WMR
4443
Wealth Management Resources
Rhode Island
$276M +$4.55M +2% 33
HP
4444
Hartree Partners
New York
$276M +$7.49M +3% 81
SFMG
4445
Sage Financial Management Group
Virginia
$276M +$5.5M +2% 56
PMA
4446
Prudent Man Advisors
Illinois
$275M +$169K +0.1% 180
GVCM
4447
Global View Capital Management
Wisconsin
$275M -$9.99M -4% 141
PFG
4448
Pinnacle Financial Group
Illinois
$275M +$19.9M +8% 99
CWA
4449
Centennial Wealth Advisory
Michigan
$275M +$20.2M +8% 153
EW
4450
Evexia Wealth
Wisconsin
$275M -$19.9M -7% 76