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
FDS
5301
First Dallas Securities
Texas
$111M +$21.8M +25% 104
SSIM
5302
Sheets Smith Investment Management
Texas
$111M 58
CC
5303
Coann Capital
Connecticut
$111M 13
IWP
5304
Insight Wealth Partners
Texas
$110M +$20.9M +23% 56
SHWM
5305
Silicon Hills Wealth Management
Texas
$110M +$13.6M +14% 87
AWM
5306
AAF Wealth Management
Massachusetts
$110M 23
AA
5307
ACT Advisors
North Carolina
$110M 29
HFS
5308
Horizon Financial Services
North Carolina
$110M +$7.36M +7% 109
TFA
5309
Trinity Financial Advisors
Ohio
$110M 59
A
5310
Atomvest
Hong Kong
$110M 2
TFA
5311
Tranquilli Financial Advisor
New Jersey
$110M 68
TWM
5312
Trinity Wealth Management
Pennsylvania
$110M 23
VWA
5313
VERITY Wealth Advisors
United States
$110M +$12M +12% 56
CRCM
5314
Corbett Road Capital Management
Virginia
$110M +$4.64M +4% 133
AMAL
5315
Asset Management Advisors LLC
Oklahoma
$110M +$12M +12% 20
CWM
5316
Comprehensive Wealth Management
Washington
$110M 7
VAS
5317
VR Advisory Services
Cayman Islands
$110M +$4.78M +5% 24
OFW
5318
Omnia Family Wealth
Florida
$110M +$4.76M +5% 76
GB
5319
Gunma Bank
Japan
$110M -$16.6M -13% 21
LIG
5320
Lokken Investment Group
Delaware
$110M 104
SFP
5321
Sandbox Financial Partners
Maryland
$109M 69
MWM
5322
Midwest Wealth Management
Indiana
$109M 93
PFWA
5323
Paces Ferry Wealth Advisors
Georgia
$109M -$5.22M -5% 1,316
SAM
5324
Simplify Asset Management
Nevada
$109M 24
STC
5325
Sarah T. Connolly
$109M 88