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
CWA
6301
Cascade Wealth Advisors
Washington
$140M +$4.73M +3% 52
SFC
6302
Sprinkle Financial Consultants
Colorado
$140M +$13.1M +10% 71
SWM
6303
Sanctuary Wealth Management
Idaho
$140M +$7.79M +6% 291
OCM
6304
Orser Capital Management
Texas
$140M +$6.93M +5% 41
CCCPV
6305
Castle Creek Capital Partners VI
California
$140M +$19M +16% 4
SWM
6306
Schwallier Wealth Management
Michigan
$140M +$16.7M +14% 36
AIFAIM
6307
American Institute for Advanced Investment Management
Arizona
$140M +$9.12M +7% 146
LM
6308
Lansing Management
New York
$140M +$38.8M +38% 7
RFO
6309
RiverGlades Family Offices
Florida
$140M +$11.1M +9% 86
RAS
6310
RPS Advisory Solutions
Kentucky
$140M +$31.2M +29% 98
TT
6311
TI-Trust
Illinois
$140M +$9.91M +8% 127
WCM
6312
Washburn Capital Management
Florida
$140M -$541K -0.4% 40
EFG
6313
Erickson Financial Group
Pennsylvania
$140M +$8.43M +6% 26
MCM
6314
Mork Capital Management
California
$140M +$12M +9% 107
BWG
6315
Berry Wealth Group
Texas
$140M +$14.3M +11% 101
PWAM
6316
Pinnacle West Asset Management
Wyoming
$140M +$10.9M +8% 114
DWG
6317
Darden Wealth Group
Michigan
$139M -$26.6M -16% 109
CCA
6318
Clarity Capital Advisors
Florida
$139M +$9.94M +8% 79
WA
6319
Westfuller Advisors
New York
$139M 82
FWA
6320
FSC Wealth Advisors
New York
$139M +$3.84M +3% 320
VBCG
6321
Valley Brook Capital Group
Pennsylvania
$139M +$10.9M +9% 118
BSTWA
6322
Blake Schutter Theil Wealth Advisors
Ohio
$139M 158
KAM
6323
Kopion Asset Management
Texas
$139M -$2.01M -1% 19
MA
6324
Marquette Associates
Illinois
$139M +$6.16M +5% 38
MGW
6325
MB Generational Wealth
Washington
$139M +$9.85M +8% 61