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
4451
Strategic Family Wealth Counselors
New Jersey
$239M +$30.5M +15% 121
WPWM
4452
Windward Private Wealth Management
Kansas
$239M +$17.5M +8% 51
TP
4453
Tranquility Partners
Tennessee
$239M +$5.24M +2% 216
RLIM
4454
Red Lighthouse Investment Management
New York
$239M +$26M +12% 98
TA
4455
TFG Advisers
Michigan
$238M +$25.5M +12% 206
MCF
4456
MKA Charitable Fund
California
$238M 1
ACM
4457
Avalon Capital Management
California
$238M +$42.2M +22% 103
SOCM
4458
SR One Capital Management
Pennsylvania
$238M +$43M +22% 6
RWPA
4459
Richard W. Paul & Associates
Michigan
$238M +$19.5M +9% 547
SAM
4460
Selway Asset Management
$238M +$20.7M +10% 83
BMC
4461
Bear Mountain Capital
Washington
$238M 235
OFA
4462
Oak Family Advisors
Illinois
$238M +$26.2M +12% 122
AFWM
4463
AMJ Financial Wealth Management
Virginia
$238M +$20.6M +9% 77
SIP
4464
Stoneridge Investment Partners
Pennsylvania
$238M +$25.7M +12% 116
RWM
4465
Rench Wealth Management
Texas
$237M +$19.9M +9% 47
GCP
4466
Gill Capital Partners
Colorado
$237M +$11.3M +5% 135
CYG
4467
Clean Yield Group
Vermont
$237M +$11.8M +5% 392
CD
4468
Chapin Davis
Maryland
$237M +$28M +13% 227
ITFISA
4469
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$237M +$51M +27% 199
PM
4470
Phraction Management
Connecticut
$237M +$30M +14% 54
SCM
4471
Seascape Capital Management
New Hampshire
$237M +$26M +12% 108
MCC
4472
Malaga Cove Capital
California
$237M +$20.4M +9% 191
EW
4473
Evexia Wealth
Wisconsin
$237M +$39.2M +20% 59
SWRP
4474
Summit Wealth & Retirement Planning
California
$237M -$11.9M -5% 59
SLWA
4475
San Luis Wealth Advisors
California
$237M +$28.9M +14% 79