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
OW
6101
Olistico Wealth
Oklahoma
$128M +$16.2M +14% 108
HAM
6102
Hedges Asset Management
Nevada
$128M +$13.5M +12% 113
DWM
6103
Dogwood Wealth Management
Kansas
$128M 611
PCMC
6104
Planning Capital Management Corporation
Pennsylvania
$128M 650
SFP
6105
Strategic Financial Planning
Texas
$128M +$19.3M +18% 35
ACA
6106
AYAL Capital Advisors
Ontario, Canada
$128M 34
VFG
6107
Valley Financial Group
Pennsylvania
$128M 56
SWG
6108
Summit Wealth Group
Vermont
$128M +$15.8M +14% 46
VF
6109
Vawter Financial
Ohio
$128M +$39.6M +45% 78
BC
6110
Birchview Capital
Vermont
$128M +$10.1M +9% 59
IFA
6111
Invus Financial Advisors
New York
$128M -$31.8M -20% 8
HP
6112
HealthInvest Partners
Sweden
$128M 45
BFP
6113
Beacon Financial Planning
Massachusetts
$128M +$12M +10% 36
IDBONY
6114
Israel Discount Bank of New York
New York
$128M +$7.28M +6% 88
WAG
6115
Wallace Advisory Group
California
$128M -$11.6M -8% 182
FFWA
6116
Forthright Family Wealth Advisory
Texas
$128M 53
BC
6117
Broadwater Capital
Massachusetts
$128M 227
KFA
6118
Kapstone Financial Advisors
Ohio
$128M +$16.5M +15% 102
LWA
6119
Lantern Wealth Advisors
New York
$128M 115
SCM
6120
Spring Capital Management
Texas
$127M +$8.59M +7% 29
MADR
6121
Milestones Administradora de Recursos
Brazil
$127M -$8.39M -6% 11
CWM
6122
Cadence Wealth Management
Massachusetts
$127M +$6.99M +6% 48
MIM
6123
Merrion Investment Management
New Jersey
$127M +$11.7M +10% 96
LFASL
6124
Lugano Financial Advisors SA (LFA)
Switzerland
$127M +$10.5M +9% 207
CIA
6125
Cladis Investment Advisory
Montana
$127M +$13.1M +11% 147