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
FW
6076
Fairway Wealth
Ohio
$131M 74
DWM
6077
Defined Wealth Management
Oregon
$131M +$13.4M +11% 103
BAG
6078
Bridgewealth Advisory Group
California
$131M +$49.1M +60% 84
KAM
6079
Kopion Asset Management
Texas
$130M +$18.3M +16% 19
SC
6080
Seldon Capital
California
$130M +$23M +21% 63
JHWEPV
6081
J.H. Whitney Equity Partners VII
Connecticut
$130M +$72.5M +125% 1
FHWM
6082
Fox Hill Wealth Management
Massachusetts
$130M 138
APS
6083
American Planning Services
Florida
$130M -$20.1M -13% 49
RCF
6084
Rainwater Charitable Foundation
Texas
$130M +$9.4M +8% 6
DC
6085
Darrow Company
Massachusetts
$130M +$16.1M +14% 40
VBWMG
6086
Von Berge Wealth Management Group
California
$130M +$13.1M +11% 70
JPC
6087
Jabodon PT Co
Nevada
$130M +$67.8M +109% 4
CIM
6088
Caldwell Investment Management
Ontario, Canada
$130M +$27.3M +27% 38
EA
6089
Echo45 Advisors
California
$130M +$12M +10% 48
CCG
6090
Catalina Capital Group
California
$130M 174
FPW
6091
Flagship Private Wealth
Massachusetts
$130M +$16.3M +14% 83
PWA
6092
Pillar Wealth Advisors
Pennsylvania
$130M +$14.3M +12% 72
PPA
6093
Painted Porch Advisors
California
$130M 49
PMAM
6094
Penn Mutual Asset Management
Pennsylvania
$130M +$23.1M +22% 92
BFM
6095
Broadview Financial Management
Wisconsin
$130M +$21.5M +20% 40
ALWM
6096
Andrews Lucia Wealth Management
California
$130M +$13.3M +11% 29
WWM
6097
Westwood Wealth Management
California
$130M +$1.84M +1% 38
FWP
6098
Family Wealth Partners
North Carolina
$130M 40
FRA
6099
FFG Retirement Advisors
Colorado
$129M +$8.89M +7% 47
APC
6100
Asset Planning Corporation
Tennessee
$129M -$537K -0.4% 43