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
UFG
5001
United Fire Group
Iowa
$159M -$9.73M -6% 46
CWP
5002
Corepath Wealth Partners
Arizona
$159M +$9.23M +6% 40
SP
5003
Successful Portfolios
Florida
$159M +$5.95M +4% 202
SVG
5004
Sun Valley Gold
Idaho
$159M +$12.7M +9% 13
BCM
5005
Brookmont Capital Management
Texas
$159M -$3.85M -2% 51
CWA
5006
Clarus Wealth Advisors
Arizona
$159M +$6.42M +4% 149
TB
5007
Treynor Bancshares
Iowa
$159M +$13.8M +10% 73
HCM
5008
HMS Capital Management
Tennessee
$159M +$11.4M +8% 114
CWM
5009
Collaborative Wealth Management
Florida
$159M +$6.55M +4% 178
SCM
5010
Sterneck Capital Management
Missouri
$159M +$7.9M +5% 104
AC
5011
Aristides Capital
Kentucky
$159M -$3.37M -2% 271
TCMP
5012
Thrive Capital Management (Pennsylvania)
Pennsylvania
$158M +$5.57M +4% 128
DWMG
5013
DB Wealth Management Group
California
$158M +$4.13M +3% 359
AWA
5014
Alta Wealth Advisors
Massachusetts
$158M +$10.4M +7% 153
WPM
5015
Worldly Partners Management
Massachusetts
$158M +$29.8M +23% 4
RIM
5016
Reliant Investment Management
Tennessee
$158M -$9.37M -6% 61
PWA
5017
PCG Wealth Advisors
Kansas
$158M +$266K +0.2% 123
FPCG
5018
Forum Private Client Group
Indiana
$158M +$13.5M +9% 69
PCG
5019
Prosperity Consulting Group
Maryland
$158M +$8.16M +5% 106
YC
5020
Yunqi Capital
Hong Kong
$158M +$10.2M +7% 8
BFG
5021
Baron Financial Group
New Jersey
$158M +$7.11M +5% 58
APSI
5022
Asset Planning Services Inc
Louisiana
$158M -$54K -0% 37
BC
5023
Barrett & Company
Rhode Island
$158M +$6.49M +4% 612
PS
5024
Planned Solutions
California
$158M +$21.3M +16% 81
STC
5025
Sarah T. Connolly
$158M +$10.6M +7% 95