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
5876
Salvus Wealth Management
New Jersey
$163M +$17.2M +12% 119
SVBP
5877
Strategic Value Bank Partners
Ohio
$163M +$11.9M +8% 22
NAAA
5878
New Age Alpha Advisors
New York
$163M -$18M -10% 179
AL
5879
ADE LLC
Maryland
$163M +$14.5M +10% 84
WAL
5880
W Advisors LLC
Tennessee
$162M +$9.92M +7% 120
TF
5881
Tudor Financial
Ohio
$162M 124
HCM
5882
Helios Capital Management
Singapore
$162M +$8.77M +6% 50
RB
5883
Richmond Brothers
Michigan
$162M +$112M +221% 38
TGI
5884
TRV GP IV
Massachusetts
$162M -$40.1M -20% 3
4FG
5885
4Thought Financial Group
New York
$162M +$1.12M +0.7% 109
FWM
5886
Finer Wealth Management
Massachusetts
$162M +$7.02M +5% 81
BFP
5887
Beacon Financial Planning
Massachusetts
$162M +$14.8M +10% 45
TCFP
5888
Treasure Coast Financial Planning
Florida
$162M +$10.4M +7% 35
GWAM
5889
Guardian Wealth Advisors (Minnesota)
Minnesota
$162M +$8.25M +5% 84
WBWA
5890
William B. Walkup & Associates
South Carolina
$162M +$8.96M +6% 161
MWM
5891
Meritas Wealth Management
California
$162M +$19.8M +14% 51
VBWMG
5892
Von Berge Wealth Management Group
California
$162M +$4.32M +3% 70
SIA
5893
Schear Investment Advisers
Ohio
$162M +$23.1M +17% 86
GPA
5894
Garrison Point Advisors
California
$162M +$10.1M +7% 148
DJYG
5895
David J. Yvars Group
Florida
$161M +$1.67M +1% 85
HG
5896
Herbst Group
Connecticut
$161M -$3.01M -2% 69
DC
5897
Destiny Capital
Colorado
$161M +$15M +10% 50
WAM
5898
Walker Asset Management
Missouri
$161M +$12.7M +9% 147
WAC
5899
William Allan Corp
Colorado
$161M +$11.6M +8% 53
CCM
5900
Clearfield Capital Management
New York
$161M +$49.9M +45% 8