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
SF
6076
SWP Financial
California
$129M 44
SGWM
6077
Sterling Group Wealth Management
California
$129M +$23M +22% 55
LAM
6078
Lakewood Asset Management
Illinois
$129M +$6.03M +5% 113
FDDB
6079
Fidelity D&D Bancorp
Pennsylvania
$129M +$31.3M +32% 109
CA
6080
Carson Advisory
Georgia
$129M +$14.5M +13% 165
BFS
6081
Beacon Financial Strategies
North Carolina
$129M +$12.8M +11% 35
DWM
6082
Dopkins Wealth Management
New York
$129M -$3.53M -3% 60
TWM
6083
Trevian Wealth Management
Massachusetts
$128M +$19.5M +18% 34
TIA
6084
Trust Investment Advisors
Indiana
$128M +$12M +10% 113
RWM
6085
Refined Wealth Management
Utah
$128M +$16.8M +15% 26
W
6086
WealthCollab
Washington
$128M 877
CGA
6087
Channing Global Advisors
Florida
$128M +$25.6M +25% 50
MFG
6088
Mendota Financial Group
Wisconsin
$128M +$32.1M +33% 414
PCM
6089
Presidio Capital Management
California
$128M +$14.2M +12% 43
PIP
6090
PB Investment Partners
California
$128M +$11M +9% 9
JAM
6091
Jacobs Asset Management
New York
$128M -$162K -0.1% 39
OW
6092
Olistico Wealth
Oklahoma
$128M +$16.2M +14% 108
HAM
6093
Hedges Asset Management
Nevada
$128M +$13.5M +12% 113
DWM
6094
Dogwood Wealth Management
Kansas
$128M 611
PCMC
6095
Planning Capital Management Corporation
Pennsylvania
$128M 650
SFP
6096
Strategic Financial Planning
Texas
$128M +$19.3M +18% 35
ACA
6097
AYAL Capital Advisors
Ontario, Canada
$128M 34
VFG
6098
Valley Financial Group
Pennsylvania
$128M 56
SWG
6099
Summit Wealth Group
Vermont
$128M +$15.8M +14% 46
VF
6100
Vawter Financial
Ohio
$128M +$39.6M +45% 78