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
KL
5701
KilterHowling LLC
Colorado
$175M +$15.5M +10% 52
HAS
5702
Horizon Advisory Services
New York
$175M -$44.6M -20% 67
PWP
5703
Pursue Wealth Partners
California
$175M -$8.3M -5% 129
CWM
5704
CarsonAllaria Wealth Management
Illinois
$175M +$288K +0.2% 405
SRA
5705
Secured Retirement Advisors
Minnesota
$175M +$35.8M +26% 163
CWP
5706
Core Wealth Partners
California
$174M +$9.58M +6% 172
AWAP
5707
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$174M +$762K +0.4% 146
DA
5708
Dover Advisors
Virginia
$174M -$1.84M -1% 145
FWM
5709
Finer Wealth Management
Massachusetts
$174M +$12.4M +8% 85
TFG
5710
Team Financial Group
California
$174M +$6.24M +4% 38
KHC
5711
Koesten Hirschmann & Crabtree
Kansas
$174M +$2.7M +2% 212
EFS
5712
Econ Financial Services
Pennsylvania
$174M -$4.47M -3% 113
CC
5713
Corton Capital
Ontario, Canada
$174M -$31.4M -15% 691
MFG
5714
Midwest Financial Group
Kansas
$174M +$3.86M +2% 116
FP
5715
Factorial Partners
New York
$174M +$336K +0.2% 79
DVF
5716
Discovery Value Fund
Singapore
$174M -$20.5M -11% 5
PCM
5717
Pointe Capital Management
Michigan
$174M +$2.69M +2% 166
GCM
5718
Gladius Capital Management
Illinois
$174M +$7.33M +4% 244
HWM
5719
HighMark Wealth Management
Minnesota
$174M -$8.76M -5% 634
IF
5720
Integrity Financial
Wyoming
$174M +$3.49M +2% 257
AWM
5721
AllSquare Wealth Management
New York
$174M -$2.13M -1% 551
CMS
5722
Capital Market Strategies
Florida
$174M +$7.8M +5% 167
XXIP
5723
Xiamen Xinweidachuang Investment Partnership
China
$173M -$19.3M -10% 1
YWS
5724
Yarger Wealth Strategies
Ohio
$173M -$7.36M -4% 99
CH
5725
Cromwell Holdings
Wyoming
$173M +$17.7M +11% 635