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
LWP
6001
Laurel Wealth Planning
Minnesota
$144M -$6.84M -5% 54
UWM
6002
Udine Wealth Management
Florida
$144M -$1.47M -1% 30
RVM
6003
Robinson Value Management
Texas
$144M -$5.46M -4% 73
TP
6004
Teca Partners
Texas
$144M -$14M -9% 13
FRA
6005
FFG Retirement Advisors
Colorado
$143M +$1.49M +1% 48
LAM
6006
Lakewood Asset Management
Illinois
$143M -$3.66M -2% 121
PSC
6007
Prentiss Smith & Co
Vermont
$143M +$1.16M +0.8% 71
AFS
6008
AFG Fiduciary Services
Massachusetts
$143M +$8.19M +6% 89
DFA
6009
DHK Financial Advisors
New Hampshire
$143M +$2.06M +1% 103
MFA
6010
McClarren Financial Advisors
Pennsylvania
$143M +$3.99M +3% 385
BFS
6011
Burr Financial Services
California
$143M +$15.1M +12% 34
PTCG
6012
Pring Turner Capital Group
California
$143M +$6.07M +4% 72
SAG
6013
Spotlight Asset Group
Illinois
$143M +$3.42M +2% 268
SP
6014
Successful Portfolios
Florida
$143M -$3.44M -2% 172
OM
6015
OV Management
Minnesota
$143M +$5.21M +4% 65
ALWM
6016
Andrews Lucia Wealth Management
California
$143M +$2.68M +2% 27
MWM
6017
Melfa Wealth Management
Massachusetts
$143M +$4.55M +3% 202
CWM
6018
Cadence Wealth Management
Massachusetts
$143M +$45.8M +47% 50
DIS
6019
Diversified Investment Strategies
Louisiana
$143M -$5.54M -4% 51
PCM
6020
Presidio Capital Management
California
$143M +$5.9M +4% 68
NCM
6021
Northland Capital Management
Minnesota
$143M -$10.8K -0% 32
LC
6022
Lakehouse Capital
Australia
$143M +$14.2M +11% 15
CI
6023
Carroll Investors
South Carolina
$143M +$9.89M +7% 26
DCI
6024
Data Collective IV
California
$143M +$27.4M +24% 6
EAM
6025
Exane Asset Management
France
$143M +$13M +10% 21