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
SDH
4801
Sloy Dahl & Holst
Washington
$107M 46
PFA
4802
Plotkin Financial Advisors
Maryland
$107M 66
MWM
4803
McNaughton Wealth Management
California
$107M 47
JWM
4804
JFG Wealth Management
Colorado
$107M -$2.94M -3% 18
NPP
4805
New Potomac Partners
Maryland
$107M +$7.2M +7% 140
BWA
4806
Beam Wealth Advisors
Louisiana
$107M 148
RAM
4807
RK Asset Management
Michigan
$107M +$3.99M +4% 19
FL
4808
Fourthstone LLC
Missouri
$107M 31
LWM
4809
Lionsbridge Wealth Management
Florida
$107M 365
C
4810
Clearshares
New York
$107M +$5.23M +5% 28
JA
4811
JVL Associates
Michigan
$107M -$15.4M -13% 41
GPFA
4812
Game Plan Financial Advisors
Ohio
$107M 98
LW
4813
LLR Walnut
Pennsylvania
$107M -$39.3M -27% 2
SCA
4814
Strategic Capital Advisers
Colorado
$107M +$16.8M +19% 86
RHCA
4815
Rosenthal Henry Capital Advisors
Indiana
$107M +$10.4M +11% 69
NR
4816
Newfound Research
Massachusetts
$107M -$7.36M -6% 245
KFI
4817
Key Financial Inc
Pennsylvania
$107M 111
MAWCM
4818
Mine & Arao Wealth Creation & Management
California
$107M 239
HB
4819
Horizon Bancorp
Indiana
$107M 279
PIG
4820
Pantheon Investment Group
California
$106M 69
AWM
4821
Aevitas Wealth Management
Massachusetts
$106M +$6.61M +7% 106
NRCM
4822
Northern Right Capital Management
Connecticut
$106M +$30.9M +41% 27
CCMW
4823
Cypress Capital Management (Wyoming)
Wyoming
$106M +$20.9M +25% 220
SWG
4824
Summit Wealth Group
Vermont
$106M 28
LF
4825
LifeSteps Financial
California
$106M 93