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
BFM
6076
Broadview Financial Management
Wisconsin
$130M +$21.5M +20% 40
ALWM
6077
Andrews Lucia Wealth Management
California
$130M +$13.3M +11% 29
WWM
6078
Westwood Wealth Management
California
$130M +$1.84M +1% 38
FWP
6079
Family Wealth Partners
North Carolina
$130M 40
FRA
6080
FFG Retirement Advisors
Colorado
$129M +$8.89M +7% 47
APC
6081
Asset Planning Corporation
Tennessee
$129M -$537K -0.4% 43
FHC
6082
Fort Henry Capital
West Virginia
$129M +$12.4M +11% 15
KFP
6083
Keener Financial Planning
Texas
$129M 185
LAM
6084
LifePro Asset Management
California
$129M +$8.03M +7% 121
MWVC
6085
Morgens Waterfall Vintiadis & Co
New York
$129M +$5.81M +5% 33
PJWM
6086
Philip James Wealth Mangement
Georgia
$129M 74
MFG
6087
Mainsail Financial Group
Washington
$129M +$18.8M +17% 52
SF
6088
SWP Financial
California
$129M 44
SGWM
6089
Sterling Group Wealth Management
California
$129M +$23M +22% 55
LAM
6090
Lakewood Asset Management
Illinois
$129M +$6.03M +5% 113
FDDB
6091
Fidelity D&D Bancorp
Pennsylvania
$129M +$31.3M +32% 109
CA
6092
Carson Advisory
Georgia
$129M +$14.5M +13% 165
BFS
6093
Beacon Financial Strategies
North Carolina
$129M +$12.8M +11% 35
DWM
6094
Dopkins Wealth Management
New York
$129M -$3.53M -3% 60
TWM
6095
Trevian Wealth Management
Massachusetts
$128M +$19.5M +18% 34
TIA
6096
Trust Investment Advisors
Indiana
$128M +$12M +10% 113
RWM
6097
Refined Wealth Management
Utah
$128M +$16.8M +15% 26
W
6098
WealthCollab
Washington
$128M 877
CGA
6099
Channing Global Advisors
Florida
$128M +$25.6M +25% 50
MFG
6100
Mendota Financial Group
Wisconsin
$128M +$32.1M +33% 414