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
SPWG
6151
Sage Private Wealth Group
Illinois
$180M +$23.7M +15% 93
WFG
6152
Wormser Freres Gestion
France
$180M +$11.8M +7% 50
KWM
6153
Kingsman Wealth Management
Florida
$180M +$19.2M +12% 77
KL
6154
KilterHowling LLC
Colorado
$180M +$11.7M +7% 47
DKCM
6155
Davidson Kahn Capital Management
California
$179M +$23.5M +15% 60
JSA
6156
Jim Saulnier & Associates
Colorado
$179M +$32.8M +22% 136
TCFP
6157
Treasure Coast Financial Planning
Florida
$179M +$7.67M +4% 45
BA
6158
Ballew Advisors
Mississippi
$179M +$10.7M +6% 127
SFC
6159
Sprinkle Financial Consultants
Colorado
$179M +$15.5M +9% 86
SRA
6160
Secured Retirement Advisors
Minnesota
$179M +$11.3M +7% 125
YWM
6161
Yardley Wealth Management
Pennsylvania
$179M -$3.86M -2% 41
WCM
6162
Washburn Capital Management
Florida
$179M +$8.41M +5% 58
SWM
6163
Salvus Wealth Management
New Jersey
$179M +$7.66M +4% 137
VH
6164
Visionary Horizons
Tennessee
$179M +$20.9M +13% 122
COA
6165
Charter Oak Advisors
New York
$179M +$16.2M +10% 15
AWS
6166
Aspen Wealth Strategies
Colorado
$179M +$12.8M +8% 87
CTC
6167
Cetera Trust Company
Minnesota
$179M +$11.1M +7% 366
WU
6168
Washington University
Missouri
$179M +$57.1M +47% 5
RC
6169
Renaissance Capital
Connecticut
$178M +$35M +24% 33
O3W
6170
Omni 360 Wealth
New Jersey
$178M +$17.3M +11% 122
WAM
6171
Walker Asset Management
Missouri
$178M +$5.07M +3% 152
WAC
6172
William Allan Corp
Colorado
$178M +$6.7M +4% 51
BWS
6173
Broadway Wealth Solutions
Texas
$178M +$17.7M +11% 102
WFAG
6174
Worth Financial Advisory Group
North Carolina
$178M +$15.4M +9% 159
FFC
6175
Frederick Financial Consultants
Maryland
$178M +$17.3M +11% 112