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
6101
SBK Financial
Virginia
$76.6M -$23.8M -24% 74
VF
6102
Vista Finance
Missouri
$76.5M +$9.05M +13% 66
CCFP
6103
Charles Carroll Financial Partners
Massachusetts
$76.5M -$20M -21% 49
MFA
6104
Morling Financial Advisors
California
$76.4M -$2.33M -3% 88
SCMC
6105
Serent Capital Management Company
California
$76.4M -$6.41M -8% 1
PWMG
6106
Provence Wealth Management Group
California
$76.2M -$11.2M -13% 67
CRC
6107
Catawba River Capital
South Carolina
$76.1M -$74.9M -50% 25
HP
6108
Highlander Partners
Texas
$76M -$3.74M -5% 25
MAG
6109
Mayfair Advisory Group
Alabama
$75.9M -$2.08M -3% 130
RRCP
6110
Rip Road Capital Partners
Massachusetts
$75.9M -$120M -61% 20
CFAM
6111
Coury Firm Asset Management
Pennsylvania
$75.4M -$40M -35% 66
KA
6112
Kearns & Associates
California
$75.4M -$21M -22% 16
IP
6113
Invenire Partners
Connecticut
$75.3M -$4.41M -6% 32
TWP
6114
Tower Wealth Partners
Pennsylvania
$75.3M -$16.8M -18% 53
TS
6115
Twin Securities
New York
$75.2M -$52M -41% 23
SPWM
6116
Spartan Planning & Wealth Management
North Carolina
$74.9M -$5.02M -6% 165
NIM
6117
NuWave Investment Management
New Jersey
$74.8M +$294K +0.4% 368
LG
6118
Lane Generational
Massachusetts
$74.8M -$33.7M -31% 36
EWM
6119
Echo Wealth Management
Minnesota
$74.8M -$10.3M -12% 53
ATGP
6120
Addition Three General Partner
New York
$74.7M -$26.2M -26% 1
MUMSS
6121
Mitsubishi UFJ Morgan Stanley Securities
Japan
$74.6M -$40.5M -35% 174
KM
6122
Kalos Management
Georgia
$74.4M -$71.7M -49% 182
1I
6123
1888 Investments
Colorado
$74.4M -$3.92M -5% 8
HJMC
6124
Hellman Jordan Management Company
Massachusetts
$74.4M -$17.8M -19% 73
JMF
6125
Johnson Midwest Financial
Iowa
$74.4M +$3.89M +6% 335