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
SVBP
6076
Strategic Value Bank Partners
Ohio
$175M +$18.7M +12% 16
MPWS
6077
McCarter Private Wealth Services
Massachusetts
$175M +$22.2M +15% 121
MA
6078
McBroom & Associates
Nevada
$175M $0 0% 37
AWP
6079
Avid Wealth Partners
Texas
$175M +$27.4M +19% 62
LHWM
6080
Lake Hills Wealth Management
Texas
$175M +$29.9M +21% 69
BDAM
6081
Blue Door Asset Management
Connecticut
$175M +$42.9M +33% 21
NIA
6082
NBZ Investment Advisors
Tennessee
$175M +$1.7M +1% 59
BDL
6083
Banque de Luxembourg
Luxembourg
$175M -$252K -0.1% 87
CQWA
6084
Chokshi & Queen Wealth Advisors
California
$175M +$23.6M +16% 56
KA
6085
Kearns & Associates
California
$174M +$20.3M +13% 45
BCM
6086
Brookmont Capital Management
Texas
$174M -$2.8M -2% 54
KTC
6087
Kentucky Trust Company
Kentucky
$174M +$6.2M +4% 310
PWMG
6088
Pinnacle Wealth Management Group
Michigan
$174M +$31M +22% 125
VCS
6089
Vaughan & Co Securities
New Jersey
$174M +$12.9M +8% 57
WAL
6090
W Advisors LLC
Tennessee
$174M +$14.6M +9% 134
T
6091
Tableaux
Massachusetts
$174M +$35.6M +26% 121
GAA
6092
Guardian Asset Advisors
Pennsylvania
$174M +$20.8M +14% 107
FB
6093
First Bancorp
Maine
$174M +$20.2M +13% 132
STA
6094
Smith Thornton Advisors
Alabama
$174M +$13.3M +8% 140
DFA
6095
DHK Financial Advisors
New Hampshire
$174M -$8.43M -5% 92
IFPL
6096
Investments & Financial Planning LLC
Kentucky
$174M +$19.6M +13% 37
SA
6097
Sylvest Advisors
Texas
$174M +$13.6M +9% 79
F4L
6098
Fortune 45 LLC
Louisiana
$174M +$20.9M +14% 30
CRCM
6099
Crystal Rock Capital Management
Illinois
$173M +$27.2M +19% 29
NED
6100
Nancy E. Dempze
$173M +$6.83M +4% 96