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
TCFP
5376
Treasure Coast Financial Planning
Florida
$134M +$9.43M +8% 39
LFWA
5377
LBJ Family Wealth Advisors
Texas
$134M +$10.1M +8% 23
DWM
5378
Denver Wealth Management
Colorado
$134M +$28.4M +27% 72
SFG
5379
Sowa Financial Group
Rhode Island
$134M +$7.35M +6% 37
RA
5380
Rockingstone Advisors
Massachusetts
$134M 100
ML
5381
Mayport LLC
Massachusetts
$134M +$11M +9% 59
DSCM
5382
Divisadero Street Capital Management
Florida
$134M +$43.5M +48% 62
MI
5383
Moneywise Inc
Virginia
$134M +$11.2M +9% 52
FNBOSM
5384
First National Bank of South Miami
Florida
$134M +$4.52M +3% 281
MAS
5385
Madden Advisory Services
Florida
$134M +$8.52M +7% 80
LBWM
5386
Left Brain Wealth Management
Illinois
$134M 67
WPW
5387
Warther Private Wealth
Ohio
$134M +$7.2M +6% 89
JPLA
5388
Joseph P. Lucia & Associates
New York
$134M +$6.17M +5% 117
HWM
5389
Hassell Wealth Management
Louisiana
$133M 21
SAM
5390
Seelaus Asset Management
New Jersey
$133M +$7.48M +6% 238
TC
5391
Tacita Capital
Ontario, Canada
$133M +$4.36M +3% 204
BSI
5392
Bennett Selby Investments
Maine
$133M +$8.24M +7% 58
LA
5393
Latitude Advisors
Florida
$133M +$12.3M +10% 171
PFG
5394
Pacific Financial Group
Washington
$133M +$21.8M +20% 54
RCM
5395
Rain Capital Management
Oregon
$133M +$5.02M +4% 101
SGL
5396
Sonic GP LLC
Hawaii
$133M 25
PP
5397
Patron Partners
Texas
$133M +$12.9M +11% 175
CWA
5398
Choice Wealth Advisors
Maine
$133M +$13.7M +11% 26
MA
5399
Menlo Advisors
California
$133M -$9.49M -7% 30
FCMT
5400
Founders Capital Management (Texas)
Texas
$133M +$10.5M +9% 404