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
SFP
6301
Strategic Financial Planning
Texas
$161M +$15.6M +11% 38
BWS
6302
Broadway Wealth Solutions
Texas
$161M +$23.6M +17% 99
KWM
6303
Kingsman Wealth Management
Florida
$161M +$23.7M +17% 72
TCP
6304
TSG Consumer Partners
California
$160M +$15.6M +11% 1
PFS
6305
Prospect Financial Services
New York
$160M -$20M -11% 120
ES
6306
Element Squared
Minnesota
$160M 55
SG
6307
Straightline Group
Michigan
$160M +$5.6M +4% 13
CCM
6308
Cloud Capital Management
Washington
$160M +$19.5M +14% 282
HA
6309
Hofer & Associates
California
$160M +$12.9M +9% 62
TFG
6310
Taylor Financial Group
Virginia
$160M +$16.4M +11% 106
SFG
6311
Sowa Financial Group
Rhode Island
$160M +$7.9M +5% 31
FIA
6312
FPC Investment Advisory
California
$160M +$14.3M +10% 29
EIM
6313
Ervin Investment Management
Washington
$160M +$11.7M +8% 42
CCA
6314
Cypress Capital Advisors
Tennessee
$160M +$16M +11% 79
BH
6315
Burk Holdings
Oklahoma
$160M +$27.2M +21% 61
KC
6316
Kintayl Capital
New York
$160M +$20.7M +15% 53
FRA
6317
FFG Retirement Advisors
Colorado
$160M +$12.7M +9% 50
LAMC
6318
Longview Asset Management (California)
California
$160M +$8.08M +5% 134
SCA
6319
Sassicaia Capital Advisers
New York
$160M +$132M +478% 58
BHMP
6320
Bardin Hill Management Partners
New York
$160M -$71.4M -31% 55
CIA
6321
Cladis Investment Advisory
Montana
$160M +$21.4M +15% 152
MWP
6322
Meriwether Wealth & Planning
Louisiana
$160M +$6.3M +4% 135
HCA
6323
Hyperion Capital Advisors
New York
$160M -$24.2M -13% 69
WWM
6324
Whalen Wealth Management
Nevada
$159M +$9.42M +6% 236
BFS
6325
Beacon Financial Strategies
North Carolina
$159M +$10.8M +7% 39