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
SWM
4451
Sendero Wealth Management
Texas
$217M -$8.33M -4% 87
WWM
4452
Wiser Wealth Management
Georgia
$217M +$12.1M +6% 32
LSWM
4453
Lorne Steinberg Wealth Management
Canada
$217M -$16M -7% 69
APW
4454
Acima Private Wealth
Virginia
$217M -$15.9M -7% 247
SC
4455
Serenity Capital
California
$216M +$3.55M +2% 3
TIA
4456
Tiemann Investment Advisors
California
$216M -$20.3M -9% 233
CGFA
4457
Colton Groome Financial Advisors
North Carolina
$216M -$29.8M -12% 140
KWA
4458
KCS Wealth Advisory
California
$216M -$32.9M -13% 172
LPWM
4459
Lake Point Wealth Management
Texas
$216M -$12.8M -6% 505
RBFC
4460
Roman Butler Fullerton & Co
Missouri
$216M -$10.2M -5% 215
VAG
4461
VisionPoint Advisory Group
Texas
$216M -$12.6M -6% 109
WDG
4462
Wealth Dimensions Group
Ohio
$216M +$11.8M +6% 137
EHWM
4463
Eads & Heald Wealth Management
Georgia
$216M -$14.3M -6% 151
SI
4464
Sora Investors
Pennsylvania
$216M +$11M +5% 35
CAGAS
4465
Capital Advisory Group Advisory Services
Minnesota
$215M -$14.6M -6% 524
MLA
4466
My Legacy Advisors
Oregon
$215M 179
PIN
4467
Prudent Investors Network
California
$215M +$3.04M +1% 36
PCA
4468
Prospect Capital Advisors
California
$215M -$38.9M -15% 32
ACM
4469
Alight Capital Management
New York
$215M -$92.8M -30% 84
CCM
4470
Carronade Capital Management
Connecticut
$215M +$92.9M +76% 35
FBT
4471
First Bankers Trust
Kentucky
$215M -$12.3M -5% 120
LAS
4472
Lloyd Advisory Services
Georgia
$215M -$2.29M -1% 676
OCA
4473
Offit Capital Advisors
New York
$214M +$52.9M +33% 2
JWM
4474
Jeppson Wealth Management
California
$214M +$7M +3% 179
WE
4475
Wealth Effects
Massachusetts
$214M -$26.7M -11% 224