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
LWA
4476
Lifelong Wealth Advisors
Minnesota
$301M +$87.8M +41% 81
PWMG
4477
Private Wealth Management Group
New Jersey
$301M +$30M +11% 1,624
WIM
4478
WIM Investment Management
Hong Kong
$301M +$61.3M +26% 21
BFS
4479
BridgePort Financial Solutions
Iowa
$301M +$79.2M +36% 202
VBFG
4480
Vishria Bird Financial Group
Tennessee
$301M +$6.5M +2% 94
CCP
4481
Caden Capital Partners
California
$301M -$23.1M -7% 12
FP
4482
FFG Partners
Florida
$301M +$57.8M +24% 37
BDFN
4483
Bond & Devick Financial Network
Minnesota
$301M +$25M +9% 178
CWA
4484
CJM Wealth Advisers
Virginia
$300M +$17.3M +6% 73
EWM
4485
Elevatus Welath Management
New York
$300M +$124M +70% 135
CWM
4486
Chesapeake Wealth Management
Virginia
$300M +$19.5M +7% 161
IAS
4487
Investment Advisory Services
Texas
$300M +$23.3M +8% 132
PCA
4488
PL Capital Advisors
Florida
$300M +$1.94M +0.7% 28
AWM
4489
Accel Wealth Management
Iowa
$300M +$22.9M +8% 280
VG
4490
Visualize Group
New York
$300M -$4.06M -1% 14
SAM
4491
Socorro Asset Management
Texas
$300M +$9.79M +3% 35
OAP
4492
One Advisory Partners
Kansas
$299M +$65.4M +28% 63
SFP
4493
Sterling Financial Planning
New Jersey
$299M +$23.6M +9% 117
SHFA
4494
SS&H Financial Advisors
Michigan
$299M +$31.3M +12% 128
AVM
4495
Arch Venture Management
Illinois
$299M +$92.9M +45% 11
PFG
4496
Pinnacle Financial Group
Illinois
$299M +$23.5M +9% 105
AIA
4497
AIMZ Investment Advisors
California
$299M +$12.3M +4% 131
NIM
4498
Nicollet Investment Management
Minnesota
$299M +$14.1M +5% 73
QWM
4499
Quaker Wealth Management
New Jersey
$299M 1,007
SPG
4500
Snow Phipps Group
New York
$299M +$4.18M +1% 2