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
VW
5126
Veridan Wealth
Oregon
$213M 82
ATWA
5127
Arbor Trust Wealth Advisors
Michigan
$213M +$23M +12% 105
KNFPWM
5128
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$213M +$8.18M +4% 76
EPW
5129
Evergreen Private Wealth
Colorado
$213M -$2.28M -1% 218
CKAIS
5130
Christensen King & Associates Investment Services
Washington
$213M +$840K +0.4% 100
SFG
5131
Socha Financial Group
New York
$213M -$17.2M -7% 28
CW
5132
Cook Wealth
North Carolina
$213M +$14.2M +7% 56
RWP
5133
Reliant Wealth Planning
Kentucky
$213M -$17.7M -8% 30
AC
5134
Athos Capital
Hong Kong
$213M -$97.9M -31% 48
BIA
5135
Bigelow Investment Advisors
Maine
$213M -$11.1M -5% 157
DA
5136
DCM Advisors
New York
$213M +$14.6M +7% 52
PBC
5137
Pavion Blue Capital
California
$213M -$1.63M -0.8% 104
WQ
5138
Wealth Quarterback
New Jersey
$213M +$20.8M +11% 138
HOWA
5139
Heritage Oak Wealth Advisors
Florida
$213M -$4.15M -2% 201
EL
5140
EQ LLC
Washington
$213M +$13.1M +7% 66
NFG
5141
Norris Financial Group
South Carolina
$213M +$9.67M +5% 87
BIA
5142
Beacon Investment Advisors
Maryland
$213M +$1.47M +0.7% 158
BAM
5143
Bullseye Asset Management
Colorado
$213M -$4.07M -2% 65
BWM
5144
Baron Wealth Management
Michigan
$212M +$4.7M +2% 222
BFA
5145
Bluestem Financial Advisors
Illinois
$212M -$1.84M -0.9% 27
CB
5146
Centennial Bank
Arkansas
$212M -$5.69M -3% 340
GPP
5147
Great Point Partners
Connecticut
$212M -$119M -36% 33
WFS
5148
Weitzel Financial Services
Iowa
$212M -$852K -0.4% 42
SWAG
5149
Spectrum Wealth Advisory Group
California
$212M +$33.8M +19% 58
HB
5150
Horizon Bancorp
Indiana
$212M -$3.9M -2% 223