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
SWM
5701
Shelton Wealth Management
Texas
$125M -$3.96M -3% 70
SLFPAM
5702
St. Louis Financial Planners Asset Management
Missouri
$125M +$25.1M +25% 37
MWA
5703
Mills Wealth Advisors
Texas
$125M -$6.65M -5% 51
HIA
5704
HTG Investment Advisors
Connecticut
$125M +$3.7M +3% 54
KCP
5705
Keyframe Capital Partners
New York
$125M -$29M -19% 12
SCP
5706
Stevens Capital Partners
Nebraska
$125M -$4.64M -4% 51
KA
5707
Keene & Associates
Texas
$125M -$4.14M -3% 84
HFS
5708
Horizon Financial Services
North Carolina
$125M +$1.7M +1% 51
GHA
5709
Granite Harbor Advisors
Texas
$124M -$4.23M -3% 76
TBC
5710
Ted Buchan & Co
California
$124M -$5.59M -4% 82
LA
5711
Lane & Associates
New Jersey
$124M -$1.24M -1% 111
EAM
5712
Exane Asset Management
France
$124M -$61.9M -33% 13
CRAM
5713
Compass Rose Asset Management
New York
$124M +$43.3M +53% 9
CIA
5714
Cohen Investment Advisors
New Hampshire
$124M +$25.7K +0% 77
4FG
5715
4Thought Financial Group
New York
$124M -$973K -0.8% 90
CCM
5716
Crabel Capital Management
California
$124M -$118M -49% 133
ACM
5717
Aryeh Capital Management
Ontario, Canada
$124M -$11.3M -8% 10
CSIA
5718
Carl Stuart Investment Advisor
Texas
$124M -$6.09M -5% 24
FOFP
5719
Fee-Only Financial Planning
South Carolina
$124M -$6.86M -5% 43
GCM
5720
Goldstream Capital Management
Hong Kong
$124M -$12.7M -9% 48
MPCL
5721
My Personal CFO LLC
Washington
$124M -$3.49M -3% 86
MAWAG
5722
Mid-American Wealth Advisory Group
Missouri
$124M -$4.63M -4% 80
KCP
5723
Kaizen Capital Partners
Hong Kong
$124M -$54.9M -31% 8
GC
5724
Gould Capital
Washington
$124M -$6.98M -5% 197
AFO
5725
Allie Family Office
Florida
$124M -$15.6M -11% 76