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
SP
6151
Successful Portfolios
Florida
$148M +$4.67M +3% 169
SC
6152
Stephenson & Company
California
$148M +$12.9M +10% 39
BFM
6153
Broadview Financial Management
Wisconsin
$148M +$10.4M +8% 42
SMF
6154
Sterling Manor Financial
New York
$148M +$16.3M +12% 31
NWMG
6155
National Wealth Management Group
Ohio
$148M +$16.4M +12% 172
WWC
6156
Waypoint Wealth Counsel
Georgia
$148M +$16.9M +13% 104
RA
6157
RiverTree Advisors
Florida
$147M +$1.14M +0.8% 36
LTL
6158
Lowery Thomas LLC
California
$147M +$10.3M +8% 53
SSCM
6159
Spectrum Strategic Capital Management
Oregon
$147M +$10.6M +8% 29
ATC
6160
Advantage Trust Company
Kansas
$147M +$8M +6% 177
EWS
6161
Evergreen Wealth Solutions
Pennsylvania
$147M +$6.32M +4% 119
GAA
6162
Guardian Asset Advisors
Pennsylvania
$147M +$11.1M +8% 104
SIA
6163
Stegner Investment Associates
Kentucky
$147M +$8.16M +6% 24
NRWA
6164
North Ridge Wealth Advisors
Oregon
$147M +$15.4M +12% 43
LFASL
6165
Lugano Financial Advisors SA (LFA)
Switzerland
$147M +$15.8M +12% 186
VOMP
6166
Vision One Management Partners
Florida
$147M -$63.9K -0% 8
HIA
6167
Harvest Investment Advisors
Florida
$147M +$11.4M +8% 56
FHC
6168
Fort Henry Capital
West Virginia
$147M +$8M +6% 16
CB
6169
Chris Bulman
California
$147M +$676K +0.5% 406
ASI
6170
Advisory Services & Investments
Oregon
$147M +$2.98M +2% 41
SCM
6171
Semanteon Capital Management
Massachusetts
$147M +$5.37M +4% 324
VF
6172
VitalStone Financial
Texas
$147M +$8.83M +6% 571
BFS
6173
Beacon Financial Strategies
North Carolina
$147M +$7.81M +6% 35
BAM
6174
Byrne Asset Management
New Jersey
$147M +$6.57M +5% 587
CCM
6175
CAAS Capital Management
New York
$147M +$93.2M +174% 251