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
FHC
6101
Fort Henry Capital
West Virginia
$129M +$12.4M +11% 15
KFP
6102
Keener Financial Planning
Texas
$129M 185
LAM
6103
LifePro Asset Management
California
$129M +$8.03M +7% 121
MWVC
6104
Morgens Waterfall Vintiadis & Co
New York
$129M +$5.81M +5% 33
PJWM
6105
Philip James Wealth Mangement
Georgia
$129M 74
MFG
6106
Mainsail Financial Group
Washington
$129M +$18.8M +17% 52
SF
6107
SWP Financial
California
$129M 44
SGWM
6108
Sterling Group Wealth Management
California
$129M +$23M +22% 55
LAM
6109
Lakewood Asset Management
Illinois
$129M +$6.03M +5% 113
FDDB
6110
Fidelity D&D Bancorp
Pennsylvania
$129M +$31.3M +32% 109
CA
6111
Carson Advisory
Georgia
$129M +$14.5M +13% 165
BFS
6112
Beacon Financial Strategies
North Carolina
$129M +$12.8M +11% 35
DWM
6113
Dopkins Wealth Management
New York
$129M -$3.53M -3% 60
TWM
6114
Trevian Wealth Management
Massachusetts
$128M +$19.5M +18% 34
TIA
6115
Trust Investment Advisors
Indiana
$128M +$12M +10% 113
RWM
6116
Refined Wealth Management
Utah
$128M +$16.8M +15% 26
W
6117
WealthCollab
Washington
$128M 877
CGA
6118
Channing Global Advisors
Florida
$128M +$25.6M +25% 50
MFG
6119
Mendota Financial Group
Wisconsin
$128M +$32.1M +33% 414
PCM
6120
Presidio Capital Management
California
$128M +$14.2M +12% 43
PIP
6121
PB Investment Partners
California
$128M +$11M +9% 9
JAM
6122
Jacobs Asset Management
New York
$128M -$162K -0.1% 39
OW
6123
Olistico Wealth
Oklahoma
$128M +$16.2M +14% 108
HAM
6124
Hedges Asset Management
Nevada
$128M +$13.5M +12% 113
DWM
6125
Dogwood Wealth Management
Kansas
$128M 611