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
SC
6276
Schubert & Co
Texas
$141M +$23.2M +20% 67
MPW
6277
MGO Private Wealth
California
$140M -$18.7M -12% 84
MCA
6278
Martin Capital Advisors
Texas
$140M +$7.04M +5% 67
BIA
6279
Benchmark Investment Advisors
Illinois
$140M +$2.23M +2% 93
AFP
6280
Alpha Financial Partners
Kentucky
$140M +$24.7M +21% 159
EFG
6281
Ehrlich Financial Group
California
$140M +$13.5M +11% 128
SWIM
6282
Smallwood Wealth Investment Management
New Jersey
$140M +$10.7M +8% 74
SA
6283
SFI Advisors
New Jersey
$140M +$10.3M +8% 88
MFFIA
6284
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$140M +$1.46M +1% 73
HFW
6285
Horizon Family Wealth
Illinois
$140M +$8.83M +7% 84
FFWM
6286
Future Financial Wealth Management
Ohio
$140M +$26.3M +23% 471
KWA
6287
Kellett Wealth Advisors
Ohio
$140M +$16M +13% 77
CWA
6288
Cascade Wealth Advisors
Washington
$140M +$4.73M +3% 52
SFC
6289
Sprinkle Financial Consultants
Colorado
$140M +$13.1M +10% 71
SWM
6290
Sanctuary Wealth Management
Idaho
$140M +$7.79M +6% 291
OCM
6291
Orser Capital Management
Texas
$140M +$6.93M +5% 41
CCCPV
6292
Castle Creek Capital Partners VI
California
$140M +$19M +16% 4
SWM
6293
Schwallier Wealth Management
Michigan
$140M +$16.7M +14% 36
AIFAIM
6294
American Institute for Advanced Investment Management
Arizona
$140M +$9.12M +7% 146
LM
6295
Lansing Management
New York
$140M +$38.8M +38% 7
RFO
6296
RiverGlades Family Offices
Florida
$140M +$11.1M +9% 86
RAS
6297
RPS Advisory Solutions
Kentucky
$140M +$31.2M +29% 98
TT
6298
TI-Trust
Illinois
$140M +$9.91M +8% 127
WCM
6299
Washburn Capital Management
Florida
$140M -$541K -0.4% 40
EFG
6300
Erickson Financial Group
Pennsylvania
$140M +$8.43M +6% 26