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
5776
Shelton Wealth Management
Texas
$175M -$7.83M -4% 135
MA
5777
McBroom & Associates
Nevada
$175M -$1.97M -1% 39
PCMK
5778
Paragon Capital Management (Kansas)
Kansas
$175M -$11.8M -6% 54
AAM
5779
Ameraudi Asset Management
New York
$175M -$6.4M -4% 60
BA
5780
Bluesphere Advisors
Pennsylvania
$175M -$29.5M -14% 115
AP
5781
Aspect Partners
Virginia
$175M +$1.53M +0.9% 669
PPC
5782
Pennington Partners & Co
Maryland
$175M -$27.2M -14% 97
CCC
5783
Cincinnati Casualty Company
Ohio
$174M -$4.07M -2% 24
TIG
5784
Tribune Investment Group
New York
$174M -$4.2M -2% 48
FA
5785
FF Advisors
California
$174M +$28.7M +20% 96
KHC
5786
Koesten Hirschmann & Crabtree
Kansas
$174M -$54.2K -0% 212
MWM
5787
Maripau Wealth Management
Indiana
$174M +$5.63M +3% 151
FFL
5788
Financial Freedom LLC
Ohio
$174M -$15.5M -8% 371
TS
5789
Twin Securities
New York
$174M +$4.51M +3% 21
BFP
5790
Beacon Financial Planning
Massachusetts
$174M +$2.19M +1% 48
TCPG
5791
Trivant Custom Portfolio Group
California
$174M +$2.65M +2% 226
LIA
5792
LifePlan Investment Advisors
North Carolina
$174M +$12.2M +8% 106
SIA
5793
Schear Investment Advisers
Ohio
$174M -$14.2M -8% 92
AL
5794
ADE LLC
Maryland
$174M +$10.7M +7% 84
CSPIA
5795
Cary Street Partners Investment Advisory
Virginia
$173M +$21M +14% 596
GCCM
5796
Gate City Capital Management
Illinois
$173M +$7.68M +5% 16
MAG
5797
Mayfair Advisory Group
Alabama
$173M +$3.58M +2% 166
KFS
5798
Kaizen Financial Strategies
California
$173M -$3.29M -2% 151
HIP
5799
Hengistbury Investment Partners
United Kingdom
$173M +$36.3M +26% 5
GWM
5800
Global Wealth Management
New Jersey
$173M +$16.7M +11% 31