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
DWM
6001
Defined Wealth Management
Oregon
$144M +$4.56M +3% 109
KSWWM
6002
Keyes Stange & Wooten Wealth Management
Florida
$144M +$30.2M +27% 68
LWP
6003
Laurel Wealth Planning
Minnesota
$144M -$6.84M -5% 54
UWM
6004
Udine Wealth Management
Florida
$144M -$1.47M -1% 30
RVM
6005
Robinson Value Management
Texas
$144M -$5.46M -4% 73
TP
6006
Teca Partners
Texas
$144M -$14M -9% 13
FRA
6007
FFG Retirement Advisors
Colorado
$143M +$1.49M +1% 48
LAM
6008
Lakewood Asset Management
Illinois
$143M -$3.66M -2% 121
PSC
6009
Prentiss Smith & Co
Vermont
$143M +$1.16M +0.8% 71
AFS
6010
AFG Fiduciary Services
Massachusetts
$143M +$8.19M +6% 89
DFA
6011
DHK Financial Advisors
New Hampshire
$143M +$2.06M +1% 103
MFA
6012
McClarren Financial Advisors
Pennsylvania
$143M +$3.99M +3% 385
BFS
6013
Burr Financial Services
California
$143M +$15.1M +12% 34
PTCG
6014
Pring Turner Capital Group
California
$143M +$6.07M +4% 72
SAG
6015
Spotlight Asset Group
Illinois
$143M +$3.42M +2% 268
SP
6016
Successful Portfolios
Florida
$143M -$3.44M -2% 172
OM
6017
OV Management
Minnesota
$143M +$5.21M +4% 65
ALWM
6018
Andrews Lucia Wealth Management
California
$143M +$2.68M +2% 27
MWM
6019
Melfa Wealth Management
Massachusetts
$143M +$4.55M +3% 202
CWM
6020
Cadence Wealth Management
Massachusetts
$143M +$45.8M +47% 50
DIS
6021
Diversified Investment Strategies
Louisiana
$143M -$5.54M -4% 51
PCM
6022
Presidio Capital Management
California
$143M +$5.9M +4% 68
NCM
6023
Northland Capital Management
Minnesota
$143M -$10.8K -0% 32
LC
6024
Lakehouse Capital
Australia
$143M +$14.2M +11% 15
CI
6025
Carroll Investors
South Carolina
$143M +$9.89M +7% 26