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
JSA
6101
Jim Saulnier & Associates
Colorado
$179M +$32.8M +22% 136
TCFP
6102
Treasure Coast Financial Planning
Florida
$179M +$7.67M +4% 45
BA
6103
Ballew Advisors
Mississippi
$179M +$10.7M +6% 127
SFC
6104
Sprinkle Financial Consultants
Colorado
$179M +$15.5M +9% 86
SRA
6105
Secured Retirement Advisors
Minnesota
$179M +$11.3M +7% 125
YWM
6106
Yardley Wealth Management
Pennsylvania
$179M -$3.86M -2% 41
WCM
6107
Washburn Capital Management
Florida
$179M +$8.41M +5% 58
SWM
6108
Salvus Wealth Management
New Jersey
$179M +$7.66M +4% 137
VH
6109
Visionary Horizons
Tennessee
$179M +$20.9M +13% 122
COA
6110
Charter Oak Advisors
New York
$179M +$16.2M +10% 15
AWS
6111
Aspen Wealth Strategies
Colorado
$179M +$12.8M +8% 87
CTC
6112
Cetera Trust Company
Minnesota
$179M +$11.1M +7% 366
WU
6113
Washington University
Missouri
$179M +$57.1M +47% 5
RC
6114
Renaissance Capital
Connecticut
$178M +$35M +24% 33
O3W
6115
Omni 360 Wealth
New Jersey
$178M +$17.3M +11% 122
WAM
6116
Walker Asset Management
Missouri
$178M +$5.07M +3% 152
WAC
6117
William Allan Corp
Colorado
$178M +$6.7M +4% 51
BWS
6118
Broadway Wealth Solutions
Texas
$178M +$17.7M +11% 102
WFAG
6119
Worth Financial Advisory Group
North Carolina
$178M +$15.4M +9% 159
FFC
6120
Frederick Financial Consultants
Maryland
$178M +$17.3M +11% 112
SFG
6121
Sowa Financial Group
Rhode Island
$178M +$18.1M +11% 27
CAM
6122
Clarity Asset Management
Iowa
$178M +$10.7M +6% 267
ACM
6123
AUA Capital Management
Pennsylvania
$178M +$10.8M +6% 77
CC
6124
Corsicana & Co
Texas
$178M 261
PI
6125
Pachira Investments
California
$178M +$45.7M +35% 65