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
SA
6301
SFI Advisors
New Jersey
$140M +$10.3M +8% 88
MFFIA
6302
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$140M +$1.46M +1% 73
HFW
6303
Horizon Family Wealth
Illinois
$140M +$8.83M +7% 84
FFWM
6304
Future Financial Wealth Management
Ohio
$140M +$26.3M +23% 471
KWA
6305
Kellett Wealth Advisors
Ohio
$140M +$16M +13% 77
CWA
6306
Cascade Wealth Advisors
Washington
$140M +$4.73M +3% 52
SFC
6307
Sprinkle Financial Consultants
Colorado
$140M +$13.1M +10% 71
SWM
6308
Sanctuary Wealth Management
Idaho
$140M +$7.79M +6% 291
OCM
6309
Orser Capital Management
Texas
$140M +$6.93M +5% 41
CCCPV
6310
Castle Creek Capital Partners VI
California
$140M +$19M +16% 4
SWM
6311
Schwallier Wealth Management
Michigan
$140M +$16.7M +14% 36
AIFAIM
6312
American Institute for Advanced Investment Management
Arizona
$140M +$9.12M +7% 146
LM
6313
Lansing Management
New York
$140M +$38.8M +38% 7
RFO
6314
RiverGlades Family Offices
Florida
$140M +$11.1M +9% 86
RAS
6315
RPS Advisory Solutions
Kentucky
$140M +$31.2M +29% 98
TT
6316
TI-Trust
Illinois
$140M +$9.91M +8% 127
WCM
6317
Washburn Capital Management
Florida
$140M -$541K -0.4% 40
EFG
6318
Erickson Financial Group
Pennsylvania
$140M +$8.43M +6% 26
MCM
6319
Mork Capital Management
California
$140M +$12M +9% 107
BWG
6320
Berry Wealth Group
Texas
$140M +$14.3M +11% 101
PWAM
6321
Pinnacle West Asset Management
Wyoming
$140M +$10.9M +8% 114
DWG
6322
Darden Wealth Group
Michigan
$139M -$26.6M -16% 109
CCA
6323
Clarity Capital Advisors
Florida
$139M +$9.94M +8% 79
WA
6324
Westfuller Advisors
New York
$139M 82
FWA
6325
FSC Wealth Advisors
New York
$139M +$3.84M +3% 320