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
VWM
5476
Vivid Wealth Management
Iowa
$191M +$12.9M +7% 77
CCP
5477
Cunning Capital Partners
North Carolina
$191M +$12.7M +7% 80
OPPS
5478
Obsidian Personal Planning Solutions
Maryland
$191M +$27.5M +17% 109
CA
5479
Cresta Advisors
Texas
$191M +$22.6M +13% 50
DCM
5480
Dudley Capital Management
Virginia
$191M +$12.5M +7% 130
BWA
5481
BlueChip Wealth Advisors
Georgia
$191M +$21.2M +12% 155
DRP
5482
Decade Renewable Partners
Texas
$191M -$14.4M -7% 49
BC
5483
Bowman & Company
Wisconsin
$191M +$17.5M +10% 105
MC
5484
Metavasi Capital
New York
$191M +$8.88M +5% 41
WCM
5485
Wisconsin Capital Management
Wisconsin
$190M -$6.89M -3% 52
ATWA
5486
Arbor Trust Wealth Advisors
Michigan
$190M $0 0% 100
OCFG
5487
O'Connor Financial Group
Illinois
$190M +$18.4M +11% 55
CIA
5488
Citadel Investment Advisory
Ohio
$190M +$14.3M +8% 83
AIA
5489
Alternative Investment Advisors
Florida
$190M +$15.2M +9% 51
TSW
5490
Three Seasons Wealth
Utah
$190M +$9.2M +5% 119
OAS
5491
Optivise Advisory Services
Tennessee
$190M +$4.83M +3% 192
CPSC
5492
Carl P. Sherr & Co
Massachusetts
$190M +$10.7M +6% 120
NIWA
5493
New Insight Wealth Advisors
California
$190M +$20.1M +12% 93
AWMNH
5494
Arcadia Wealth Management (New Hampshire)
New Hampshire
$190M +$14.9M +9% 65
EFP
5495
Envision Financial Planning
Tennessee
$190M +$59M +45% 39
TCM
5496
Tandem Capital Management
New Jersey
$190M +$7.35M +4% 118
PMIA
5497
Patrick Mauro Investment Advisor
Illinois
$190M +$17.5M +10% 44
DWS
5498
Discipline Wealth Solutions
South Carolina
$189M +$62.8M +50% 70
PGF
5499
Plan Group Financial
Oklahoma
$189M +$25.9M +16% 120
AFS
5500
Axiom Financial Strategies
Indiana
$189M +$35.5M +23% 45