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
SWM
6251
Schwallier Wealth Management
Michigan
$164M +$28.2M +21% 64
SFC
6252
Sprinkle Financial Consultants
Colorado
$164M +$6.05M +4% 82
TFM
6253
Trademark Financial Management
Minnesota
$164M +$32.5M +25% 99
CA
6254
Corrado Advisors
New Jersey
$164M +$13.8M +9% 115
MI
6255
Motiv8 Investments
Florida
$163M +$12.7M +8% 99
OF
6256
Optimize Financial
California
$163M +$25.5M +18% 234
MAM
6257
MWA Asset Management
Massachusetts
$163M +$19.2M +13% 124
BCPWM
6258
Bradley & Co Private Wealth Management
Florida
$163M +$16.9M +12% 200
TGI
6259
TRV GP IV
Massachusetts
$163M +$70.5M +76% 3
CCM
6260
Crabel Capital Management
California
$163M +$70.7M +76% 52
SIA
6261
Stegner Investment Associates
Kentucky
$163M +$20.2M +14% 27
FDDB
6262
Fidelity D&D Bancorp
Pennsylvania
$163M +$11.3M +7% 113
EWM
6263
Echo Wealth Management
Minnesota
$163M +$15.2M +10% 50
FD
6264
Financial Designs
California
$163M +$19.5M +14% 36
SMTF
6265
Sphera Management Technology Funds
Israel
$163M +$37.5M +30% 76
CFIM
6266
Client First Investment Management
Wisconsin
$163M +$15.6M +11% 33
WFAG
6267
Worth Financial Advisory Group
North Carolina
$163M +$5.52M +4% 169
PIA
6268
Panoramic Investment Advisors
Colorado
$163M +$14.8M +10% 127
LKBC
6269
L.K. Benson & Company
Maryland
$163M +$18.4M +13% 102
NRWA
6270
North Ridge Wealth Advisors
Oregon
$163M +$13.1M +9% 183
RA
6271
RiverPark Advisors
New York
$163M +$34.2M +27% 140
GF
6272
Gimbal Financial
Indiana
$163M +$51.9M +47% 54
GA
6273
GraniteShares Advisors
New York
$163M +$5.8M +4% 99
SP
6274
Successful Portfolios
Florida
$163M +$15.6M +11% 169
CFSG
6275
Clark Financial Services Group
Missouri
$163M +$18.3M +13% 101