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
SW
5151
StrongBox Wealth
Missouri
$141M +$3.4M +2% 85
CCP
5152
Cunning Capital Partners
North Carolina
$141M +$15.1M +12% 83
SC
5153
Scholtz & Company
Connecticut
$141M +$1.24M +0.9% 52
SL
5154
SIB LLC
New York
$141M +$9.99M +8% 18
NECFA
5155
New England Capital Financial Advisors
Connecticut
$141M 442
SFG
5156
Socha Financial Group
New York
$141M +$24.5M +21% 23
CHA
5157
Cooper/Haims Advisors
New York
$141M +$20.2M +17% 77
GIA
5158
Goodwin Investment Advisory
Georgia
$141M +$8.78M +7% 246
BC
5159
Bullfrog Capital
California
$141M -$28.7M -17% 3
LB
5160
Legacy Bridge
Iowa
$141M +$15.3M +12% 306
RMSCM
5161
R.M. Sincerbeaux Capital Management
New York
$141M +$13.6M +11% 44
FWA
5162
FSM Wealth Advisors
Ohio
$141M +$20.2M +17% 148
AWM
5163
AAF Wealth Management
Massachusetts
$141M +$15.7M +13% 41
AFG
5164
AFS Financial Group
Maryland
$141M 88
TWM
5165
Trinity Wealth Management
Pennsylvania
$140M +$15.7M +13% 42
MGB
5166
Mass General Brigham
Massachusetts
$140M -$51.9M -27% 5
BDFN
5167
Bond & Devick Financial Network
Minnesota
$140M +$19.4M +16% 126
BCFD
5168
Boit C.F. David
$140M +$17.3M +14% 109
ADMI
5169
Albert D. Mason Inc
Massachusetts
$140M +$15.4M +12% 161
ZC
5170
Zoom Communications
California
$140M +$10.1M +8% 3
PFA
5171
Pinnacle Family Advisors
Missouri
$140M +$24.5M +21% 97
KCP
5172
Keyframe Capital Partners
New York
$140M +$39.1M +39% 8
W
5173
WorthPointe
California
$140M +$21.3M +18% 52
FS
5174
Ferguson Shapiro
Georgia
$140M -$26.6M -16% 50
SF
5175
Safeguard Financial
Wisconsin
$140M +$31.7M +29% 68