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
SFC
4776
SYM Financial Corp
Indiana
$175M +$1.32M +0.8% 91
HFG
4777
Heron Financial Group
New York
$175M +$10.2M +6% 148
VBFP
4778
Valtinson Bruner Financial Planning
Minnesota
$175M +$5.22M +3% 95
TWM
4779
Triton Wealth Management
Arizona
$175M +$27.8M +19% 131
MWP
4780
Madison Wealth Partners
Wisconsin
$175M +$32.5M +23% 74
OPWM
4781
Oxinas Partners Wealth Management
Indiana
$175M +$17.5M +11% 171
SAM
4782
Sequent Asset Management
Texas
$174M +$12.5M +8% 73
SW
4783
StrongBox Wealth
Missouri
$174M +$13.1M +8% 106
MPW
4784
Monterey Private Wealth
California
$174M -$7.46M -4% 102
BCM
4785
Beddow Capital Management
Wyoming
$174M +$16.8M +11% 60
SIRP
4786
Shelter Insurance Retirement Plan
Missouri
$174M -$21.6M -11% 11
BWA
4787
Bordeaux Wealth Advisors
California
$174M +$29.9M +21% 70
JWS
4788
Juncture Wealth Strategies
Arizona
$174M +$15M +9% 125
YEPV
4789
Yorktown Energy Partners VIII
New York
$174M +$49.6M +40% 2
LWMG
4790
Levy Wealth Management Group
Pennsylvania
$174M +$21.8M +14% 73
GECH
4791
Garnet Equity Capital Holdings
New York
$174M +$17.7M +11% 52
GWM
4792
Gray Wealth Management
Maine
$174M +$16M +10% 119
IWMA
4793
Ironwood Wealth Management (Arizona)
Arizona
$173M +$17.5M +11% 53
AIIC
4794
AJU IB Investment Company
South Korea
$173M -$91.7M -35% 11
GEH
4795
General Equity Holdings
New York
$173M +$5.05M +3% 14
FA
4796
Fortis Advisors
Pennsylvania
$173M +$33.4M +24% 293
NWS
4797
Newport Wealth Strategies
California
$173M +$11.9M +7% 115
APSI
4798
Asset Planning Services Inc
Louisiana
$173M +$7.44M +4% 41
YCM
4799
Yaupon Capital Management
New York
$173M +$55.2M +47% 80
RPG
4800
Resource Planning Group
Georgia
$173M +$20.2M +13% 88