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
CKAIS
5126
Christensen King & Associates Investment Services
Washington
$213M +$840K +0.4% 100
SFG
5127
Socha Financial Group
New York
$213M -$17.2M -7% 28
CW
5128
Cook Wealth
North Carolina
$213M +$14.2M +7% 56
RWP
5129
Reliant Wealth Planning
Kentucky
$213M -$17.7M -8% 30
AC
5130
Athos Capital
Hong Kong
$213M -$97.9M -31% 48
BIA
5131
Bigelow Investment Advisors
Maine
$213M -$11.1M -5% 157
DA
5132
DCM Advisors
New York
$213M +$14.6M +7% 52
PBC
5133
Pavion Blue Capital
California
$213M -$1.63M -0.8% 104
WQ
5134
Wealth Quarterback
New Jersey
$213M +$20.8M +11% 138
HOWA
5135
Heritage Oak Wealth Advisors
Florida
$213M -$4.15M -2% 201
EL
5136
EQ LLC
Washington
$213M +$13.1M +7% 66
BIA
5137
Beacon Investment Advisors
Maryland
$213M +$1.47M +0.7% 158
BAM
5138
Bullseye Asset Management
Colorado
$213M -$4.07M -2% 65
BWM
5139
Baron Wealth Management
Michigan
$212M +$4.7M +2% 222
BFA
5140
Bluestem Financial Advisors
Illinois
$212M -$1.84M -0.9% 27
CB
5141
Centennial Bank
Arkansas
$212M -$5.69M -3% 340
GPP
5142
Great Point Partners
Connecticut
$212M -$119M -36% 33
WFS
5143
Weitzel Financial Services
Iowa
$212M -$852K -0.4% 42
SWAG
5144
Spectrum Wealth Advisory Group
California
$212M +$33.8M +19% 58
HB
5145
Horizon Bancorp
Indiana
$212M -$3.9M -2% 223
FA
5146
Financial Avengers
California
$212M +$8.83M +4% 177
SI
5147
Squadra Investments
Brazil
$212M -$166M -44% 5
TBC
5148
Ted Buchan & Co
California
$212M +$1.01M +0.5% 88
SWP
5149
ShoreHaven Wealth Partners
New Jersey
$212M +$4.37M +2% 95
RCA
5150
Ranch Capital Advisors
Florida
$212M -$338K -0.2% 152