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
CB
6051
Chris Bulman
California
$175M +$17.1M +11% 141
WA
6052
Westfuller Advisors
New York
$175M +$25.6M +17% 115
MCM
6053
Mendel Capital Management
Arkansas
$175M +$10.2M +6% 101
ACM
6054
Avos Capital Management
Washington
$175M +$23.8M +16% 47
KCM
6055
Kennicott Capital Management
California
$175M +$22.1M +14% 49
REAM
6056
Ripple Effect Asset Management
New York
$175M +$92M +110% 29
SWIM
6057
Smallwood Wealth Investment Management
New Jersey
$175M +$16.4M +10% 585
SWMP
6058
Signature Wealth Management Partners
New Jersey
$175M +$22.2M +15% 114
VB
6059
Value Base
Israel
$175M +$22.1M +14% 8
FAG
6060
Fortitude Advisory Group
Washington
$175M +$35.9M +26% 223
SERBOO
6061
School Employees Retirement Board of Ohio
Ohio
$175M +$2.44M +1% 4
SGM
6062
Scalar Gauge Management
Texas
$175M +$11.5M +7% 39
SVBP
6063
Strategic Value Bank Partners
Ohio
$175M +$18.7M +12% 16
MPWS
6064
McCarter Private Wealth Services
Massachusetts
$175M +$22.2M +15% 121
MA
6065
McBroom & Associates
Nevada
$175M $0 0% 37
AWP
6066
Avid Wealth Partners
Texas
$175M +$27.4M +19% 62
LHWM
6067
Lake Hills Wealth Management
Texas
$175M +$29.9M +21% 69
BDAM
6068
Blue Door Asset Management
Connecticut
$175M +$42.9M +33% 21
NIA
6069
NBZ Investment Advisors
Tennessee
$175M +$1.7M +1% 59
BDL
6070
Banque de Luxembourg
Luxembourg
$175M -$252K -0.1% 87
CQWA
6071
Chokshi & Queen Wealth Advisors
California
$175M +$23.6M +16% 56
KA
6072
Kearns & Associates
California
$174M +$20.3M +13% 45
BCM
6073
Brookmont Capital Management
Texas
$174M -$2.8M -2% 54
KTC
6074
Kentucky Trust Company
Kentucky
$174M +$6.2M +4% 310
PWMG
6075
Pinnacle Wealth Management Group
Michigan
$174M +$31M +22% 125