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
CCC
5501
Chelsea Counsel Company
California
$225M +$23.5M +12% 247
TWM
5502
Tumwater Wealth Management
Idaho
$225M +$9.9M +5% 39
LWM
5503
Lakeridge Wealth Management
Ohio
$225M +$7.52M +3% 160
VAF
5504
Values Added Financial
District of Columbia
$225M +$18.6M +9% 130
MDCM
5505
Morgan Dempsey Capital Management
Wisconsin
$225M -$14.4M -6% 135
FWM
5506
Fortress Wealth Management
California
$225M +$17.5M +8% 75
AFO
5507
Aurelius Family Office
New Hampshire
$225M +$13.2M +6% 49
SIA
5508
Schear Investment Advisers
Ohio
$225M +$22.5M +11% 86
PPA
5509
Pilgrim Partners Asia
Singapore
$225M 155
CFC
5510
Client First Capital
California
$224M +$11.5M +5% 25
I2I
5511
Insight 2811 Inc
Illinois
$224M +$13.2M +6% 96
SCA
5512
Sassicaia Capital Advisers
New York
$224M +$64.8M +41% 64
GWM
5513
Glass Wealth Management
Texas
$224M +$36.5M +19% 58
IWS
5514
Integrity Wealth Solutions
Colorado
$224M +$19.1M +9% 125
PPWM
5515
PFG Private Wealth Management
Florida
$224M +$30.1M +15% 155
CA
5516
Cresta Advisors
Texas
$224M +$18.9M +9% 50
TW
5517
Traveka Wealth
California
$224M +$35.2M +19% 177
MAWAG
5518
Mid-American Wealth Advisory Group
Missouri
$224M +$13.7M +7% 351
IWA
5519
IVC Wealth Advisors
Pennsylvania
$224M +$18.7M +9% 191
WW
5520
Windle Wealth
Oklahoma
$224M +$19M +9% 33
TCG
5521
Transcendent Capital Group
Oklahoma
$223M +$28.9M +15% 126
NPI
5522
New Perspectives Inc
Mississippi
$223M +$21.2M +10% 41
PF
5523
Penney Financial
Texas
$223M +$26.6M +14% 51
EFA
5524
Edge Financial Advisors
Illinois
$223M +$33.4M +18% 141
AWM
5525
Ariadne Wealth Management
California
$223M +$14M +7% 261