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
RWM
6001
Revisor Wealth Management
Ohio
$144M -$77.2M -35% 198
ASI
6002
Advisory Services & Investments
Oregon
$144M -$1.05M -0.7% 37
UIA
6003
Ulland Investment Advisors
Minnesota
$144M +$18.6M +15% 248
AWS
6004
Aspen Wealth Strategies
Colorado
$144M -$991K -0.7% 78
DWM
6005
Defined Wealth Management
Oregon
$144M +$4.56M +3% 109
KSWWM
6006
Keyes Stange & Wooten Wealth Management
Florida
$144M +$30.2M +27% 68
LWP
6007
Laurel Wealth Planning
Minnesota
$144M -$6.84M -5% 54
UWM
6008
Udine Wealth Management
Florida
$144M -$1.47M -1% 30
RVM
6009
Robinson Value Management
Texas
$144M -$5.46M -4% 73
TP
6010
Teca Partners
Texas
$144M -$14M -9% 13
FRA
6011
FFG Retirement Advisors
Colorado
$143M +$1.49M +1% 48
LAM
6012
Lakewood Asset Management
Illinois
$143M -$3.66M -2% 121
PSC
6013
Prentiss Smith & Co
Vermont
$143M +$1.16M +0.8% 71
AFS
6014
AFG Fiduciary Services
Massachusetts
$143M +$8.19M +6% 89
DFA
6015
DHK Financial Advisors
New Hampshire
$143M +$2.06M +1% 103
BFS
6016
Burr Financial Services
California
$143M +$15.1M +12% 34
PTCG
6017
Pring Turner Capital Group
California
$143M +$6.07M +4% 72
SAG
6018
Spotlight Asset Group
Illinois
$143M +$3.42M +2% 268
SP
6019
Successful Portfolios
Florida
$143M -$3.44M -2% 172
OM
6020
OV Management
Minnesota
$143M +$5.21M +4% 65
ALWM
6021
Andrews Lucia Wealth Management
California
$143M +$2.68M +2% 27
MWM
6022
Melfa Wealth Management
Massachusetts
$143M +$4.55M +3% 202
CWM
6023
Cadence Wealth Management
Massachusetts
$143M +$45.8M +47% 50
DIS
6024
Diversified Investment Strategies
Louisiana
$143M -$5.54M -4% 51
PCM
6025
Presidio Capital Management
California
$143M +$5.9M +4% 68