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
CMBA
5976
C.M. Bidwell & Associates
Hawaii
$147M +$12M +9% 562
YWS
5977
Yarger Wealth Strategies
Ohio
$147M +$22.9M +19% 80
SWG
5978
Summit Wealth Group
Vermont
$147M +$19M +15% 44
WFA
5979
Wells Financial Advisors
Massachusetts
$147M +$9.12M +7% 69
CSTB
5980
Charles Schwab Trust Bank
Nevada
$147M 1
TWM
5981
Trevian Wealth Management
Massachusetts
$147M +$18.2M +14% 32
GHA
5982
Granite Harbor Advisors
Texas
$147M +$13.5M +10% 83
SP
5983
Successful Portfolios
Florida
$147M +$12.8M +10% 177
VFG
5984
V2 Financial group
Illinois
$147M +$2.78M +2% 75
HLA
5985
Hamilton Lane Advisors
Pennsylvania
$147M -$97M -40% 27
SWM
5986
Salvus Wealth Management
New Jersey
$146M +$5.78M +4% 108
SAM
5987
Soviero Asset Management
New York
$146M -$13.7M -9% 49
CAM
5988
Concorde Asset Management
Michigan
$146M -$683K -0.5% 178
WFG
5989
Wormser Freres Gestion
France
$146M +$22.8M +19% 44
BC
5990
Barnett & Company
Tennessee
$146M +$12.8M +10% 84
BMMM
5991
Boston Mountain Money Management
Arkansas
$146M 62
RAM
5992
Robocap Asset Management
United Kingdom
$146M +$14.9M +11% 26
DA
5993
Dover Advisors
Virginia
$146M +$69.9M +92% 115
EFI
5994
EHP Funds Inc
Canada
$146M -$53.5M -27% 224
IFPL
5995
Investments & Financial Planning LLC
Kentucky
$146M +$12.4M +9% 34
GFP
5996
Guardian Financial Partners
California
$146M +$24M +20% 49
WAL
5997
W Advisors LLC
Tennessee
$146M +$10.9M +8% 117
IF
5998
Integrity Financial
Wyoming
$146M +$7.72M +6% 213
BCM
5999
BluePointe Capital Management
California
$146M +$13.9M +11% 90
WAM
6000
Waterfall Asset Management
New York
$146M -$31.1M -18% 7