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
BWM
4951
BKM Wealth Management
Wisconsin
$274M +$350K +0.1% 153
MC
4952
Mathes Company
New York
$274M -$6.66M -2% 132
SWM
4953
Shrier Wealth Management
California
$274M +$19.7M +8% 134
SN
4954
Sittner & Nelson
Oregon
$274M -$8.98M -3% 573
RCA
4955
Ranch Capital Advisors
Florida
$274M +$1.83M +0.7% 163
APW
4956
Aventura Private Wealth
Florida
$273M -$4.85M -2% 951
FF
4957
Fluent Financial
Texas
$273M +$10.9M +4% 64
BE
4958
Bonness Enterprises
District of Columbia
$273M -$16.6M -6% 39
FWP
4959
Firethorn Wealth Partners
Georgia
$273M +$5.36M +2% 204
LAM
4960
Lountzis Asset Management
Pennsylvania
$273M -$8.98M -3% 53
RMP
4961
Richards, Merrill & Peterson
Washington
$273M +$11.7M +4% 295
BCP
4962
Blackhawk Capital Partners
Wisconsin
$273M +$6.26M +2% 164
SS
4963
Spinecap SAS
France
$272M +$39.9M +17% 16
SFPG
4964
Stonebridge Financial Planning Group
Florida
$272M -$4.69M -2% 178
TWM
4965
Trinity Wealth Management
Pennsylvania
$272M +$813K +0.3% 74
AGP
4966
Autumn Glory Partners
Texas
$272M -$13.1M -5% 224
WIA
4967
Wealthedge Investment Advisors
New York
$272M +$1.85M +0.7% 162
SIM
4968
Sims Investment Management
Ohio
$272M -$10.8M -4% 45
BLAM
4969
Bourne Lent Asset Management
New York
$272M -$29.4M -10% 65
SC
4970
Swan Capital
Florida
$272M +$14.9M +6% 621
SC
4971
Seldon Capital
California
$272M -$16.8M -6% 71
FG
4972
Franchise GP
$272M +$183M +206% 38
RAM
4973
RJA Asset Management
Connecticut
$272M -$10.7M -4% 4
BWIA
4974
Bryant Woods Investment Advisors
New York
$272M +$13.8M +5% 60
LCC
4975
Lincoln Capital Corp
Rhode Island
$272M -$9.82M -3% 112