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
SVWG
5726
Shared Vision Wealth Group
United States
$160M +$10.5M +7% 84
NIWA
5727
New Insight Wealth Advisors
California
$160M +$11.7M +8% 85
CBT
5728
CoreFirst Bank & Trust
Kansas
$160M +$9.5M +6% 371
LA
5729
Latitude Advisors
Florida
$160M +$17.5M +12% 197
V
5730
ViaWealth
Kansas
$160M +$14.5M +10% 158
VWM
5731
Vivid Wealth Management
Iowa
$160M +$12.8M +9% 71
RDIA
5732
RE Dickinson Investment Advisors
Iowa
$160M +$9.44M +6% 253
NC
5733
Nucleo Capital
Brazil
$160M -$74.9M -32% 3
OL
5734
Owen LaRue
Kentucky
$160M +$54.7M +52% 95
JKSF
5735
John & Kathleen Schreiber Foundation
Illinois
$160M -$15.4M -9% 3
GMFG
5736
Greater Midwest Financial Group
Minnesota
$160M +$12.7M +9% 55
SIM
5737
SummerHaven Investment Management
Connecticut
$160M +$3.91M +3% 196
FAM
5738
Family Asset Management
South Carolina
$160M +$10.2M +7% 196
BM
5739
Bislett Management
California
$160M +$3.34M +2% 16
CASB
5740
Cape Ann Savings Bank
Massachusetts
$160M +$8.25M +5% 89
PWM
5741
Power Wealth Management
Georgia
$159M +$21.8M +16% 106
MPW
5742
MGO Private Wealth
California
$159M +$13.9M +10% 84
GPI
5743
General Partner Inc
Pennsylvania
$159M +$40.2M +34% 174
PPW
5744
PACK Private Wealth
Minnesota
$159M +$10.7M +7% 40
FWS
5745
FinDec Wealth Services
California
$159M +$9.45M +6% 45
KDIA
5746
KPCB DGF II Associates
California
$159M +$49.9M +46% 2
SWM
5747
Shelton Wealth Management
Texas
$159M +$18.2M +13% 119
CWM
5748
CarsonAllaria Wealth Management
Illinois
$159M +$19.5M +14% 418
SI
5749
SCP Investment
California
$159M +$26.8M +20% 57
PPWM
5750
PFG Private Wealth Management
Florida
$159M +$10.3M +7% 243