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
KWA
5851
Kellett Wealth Advisors
Ohio
$117M +$6.61M +6% 71
SSWM
5852
Strait & Sound Wealth Management
California
$117M +$15.6M +15% 136
OFA
5853
Onyx Financial Advisors
Idaho
$116M -$649K -0.6% 11
SC
5854
Solstein Capital
California
$116M -$3.63M -3% 310
ALWM
5855
Andrews Lucia Wealth Management
California
$116M -$3.98M -3% 26
TIA
5856
Trust Investment Advisors
Indiana
$116M -$7.59M -6% 112
CCM
5857
Chiron Capital Management
Florida
$116M -$10M -8% 131
ICM
5858
Islay Capital Management
Texas
$116M +$2.75M +2% 241
PVAMC
5859
PPS&V Asset Management Consultants
Michigan
$116M -$7.44M -6% 39
HP
5860
Hyperion Partners
Pennsylvania
$116M -$2.71M -2% 68
TA
5861
Tactive Advisors
Florida
$116M -$15.1M -12% 92
EWP
5862
Elevation Wealth Partners
California
$116M -$2.93M -2% 369
BFS
5863
Beacon Financial Strategies
North Carolina
$116M -$6.29M -5% 37
SIA
5864
Stegner Investment Associates
Kentucky
$116M -$5.92M -5% 21
BFP
5865
Beacon Financial Planning
Massachusetts
$116M -$2.08M -2% 33
WQ
5866
Wealth Quarterback
New Jersey
$116M -$28.8M -20% 132
MIM
5867
Merrion Investment Management
New Jersey
$116M -$2.36M -2% 106
PWA
5868
Pillar Wealth Advisors
Pennsylvania
$116M -$4.18M -3% 70
CM
5869
Cohanzick Management
New York
$116M +$25.5M +28% 81
S
5870
Systrade
Liechtenstein
$116M +$33M +40% 8
YAVAPFMC
5871
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$115M -$14.8M -11% 51
OWP
5872
Old Well Partners
North Carolina
$115M +$4.51M +4% 38
NVCHI
5873
New Vernon Capital Holdings II
New Jersey
$115M -$34.6M -23% 80
BDS
5874
Banco de Sabadell
Florida
$115M -$8.85M -7% 84
SKK
5875
Shepherd Kaplan Krochuk
Massachusetts
$115M -$11.3M -9% 55