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
YWM
5801
Yoder Wealth Management
California
$181M +$14.5M +9% 118
SGH
5802
Sivik Global Healthcare
Connecticut
$181M -$53.8M -23% 48
WW
5803
Windle Wealth
Oklahoma
$181M -$3.17M -2% 34
ACM
5804
Absolute Capital Management
Pennsylvania
$181M +$12.5M +7% 132
WCM
5805
Westerly Capital Management
California
$181M +$4.75M +3% 50
GHA
5806
Granite Harbor Advisors
Texas
$181M +$8.03M +5% 94
SCA
5807
Southern Capital Advisors
Tennessee
$181M +$2.99M +2% 79
PMIM
5808
Prudent Man Investment Management
Colorado
$181M 169
IFS
5809
Intelligent Financial Strategies
Minnesota
$181M -$1.04M -0.6% 81
BFG
5810
Buttonwood Financial Group
Missouri
$181M +$13.9M +8% 31
ACA
5811
American Capital Advisory
Idaho
$181M +$8.05M +5% 512
NSB
5812
Norway Savings Bank
Maine
$181M -$3.86M -2% 107
GA
5813
Guerra Advisors
Florida
$180M 60
BWA
5814
BlueChip Wealth Advisors
Georgia
$180M -$10.7M -6% 163
QFPS
5815
Quantum Financial Planning Services
Washington
$180M 34
HHWM
5816
Hiley Hunt Wealth Management
Nebraska
$180M +$5.69M +3% 40
AFO
5817
Allie Family Office
Florida
$180M -$5.5M -3% 100
GWS
5818
Greykasell Wealth Strategies
California
$180M 119
BOC
5819
Bull Oak Capital
California
$180M +$5.73M +3% 126
EFSCE
5820
Enterprise Financial Services Corp (EFSC)
Missouri
$180M +$8.15M +5% 161
CWA
5821
Crux Wealth Advisors
California
$180M 150
CWM
5822
CCG Wealth Management
California
$180M +$916K +0.5% 76
GWM
5823
Grand Wealth Management
Michigan
$179M +$2.19M +1% 69
GAM
5824
GEM Asset Management
Michigan
$179M +$4.41M +3% 97
AFS
5825
Axiom Financial Strategies
Indiana
$179M -$10.1M -5% 46