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
AC
5951
Avory & Company
Florida
$147M +$3.98M +3% 30
KFA
5952
Kapstone Financial Advisors
Ohio
$147M +$19.3M +15% 102
CMBA
5953
C.M. Bidwell & Associates
Hawaii
$147M +$12M +9% 562
YWS
5954
Yarger Wealth Strategies
Ohio
$147M +$22.9M +19% 80
SWG
5955
Summit Wealth Group
Vermont
$147M +$19M +15% 44
WFA
5956
Wells Financial Advisors
Massachusetts
$147M +$9.12M +7% 69
TWM
5957
Trevian Wealth Management
Massachusetts
$147M +$18.2M +14% 32
GHA
5958
Granite Harbor Advisors
Texas
$147M +$13.5M +10% 83
SP
5959
Successful Portfolios
Florida
$147M +$12.8M +10% 177
VFG
5960
V2 Financial group
Illinois
$147M +$2.78M +2% 75
HLA
5961
Hamilton Lane Advisors
Pennsylvania
$147M -$97M -40% 27
SWM
5962
Salvus Wealth Management
New Jersey
$146M +$5.78M +4% 108
SAM
5963
Soviero Asset Management
New York
$146M -$13.7M -9% 49
CAM
5964
Concorde Asset Management
Michigan
$146M -$683K -0.5% 178
WFG
5965
Wormser Freres Gestion
France
$146M +$22.8M +19% 44
BC
5966
Barnett & Company
Tennessee
$146M +$12.8M +10% 84
BMMM
5967
Boston Mountain Money Management
Arkansas
$146M 62
RAM
5968
Robocap Asset Management
United Kingdom
$146M +$14.9M +11% 26
DA
5969
Dover Advisors
Virginia
$146M +$69.9M +92% 115
EFI
5970
EHP Funds Inc
Canada
$146M -$53.5M -27% 224
IFPL
5971
Investments & Financial Planning LLC
Kentucky
$146M +$12.4M +9% 34
GFP
5972
Guardian Financial Partners
California
$146M +$24M +20% 49
WAL
5973
W Advisors LLC
Tennessee
$146M +$10.9M +8% 117
IF
5974
Integrity Financial
Wyoming
$146M +$7.72M +6% 213
BCM
5975
BluePointe Capital Management
California
$146M +$13.9M +11% 90