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
SRA
6326
Secured Retirement Advisors
Minnesota
$139M +$10.5M +8% 136
CP
6327
Clayton Partners
California
$139M +$14.5M +12% 40
FFP
6328
Forbes Financial Planning
Rhode Island
$139M +$11.5M +9% 31
1IA
6329
1620 Investment Advisors
Massachusetts
$139M +$8.17M +6% 728
CBCM
6330
Cook & Bynum Capital Management
Alabama
$139M +$7.24M +6% 5
VVA
6331
Vida Ventures Advisors
Massachusetts
$139M +$47.2M +52% 6
AI
6332
Arrien Investments
Idaho
$139M +$10.6M +8% 39
DAM
6333
Draper Asset Management
New York
$138M +$6.69M +5% 21
ACM
6334
Alethea Capital Management
Washington
$138M +$6.67M +5% 50
MCM
6335
Moon Capital Management
New York
$138M +$20.1M +17% 21
DWMS
6336
Dominguez Wealth Management Solutions
Virginia
$138M +$5.34M +4% 62
SWMP
6337
Signature Wealth Management Partners
New Jersey
$138M +$6.57M +5% 107
FWM
6338
FMA Wealth Management
Massachusetts
$138M +$14.2M +11% 50
PWA
6339
Primoris Wealth Advisors
Florida
$138M +$12.5M +10% 108
VAG
6340
Vannoy Advisory Group
Texas
$138M +$8.45M +7% 27
SI
6341
SCP Investment
California
$137M -$19.6M -12% 60
CSTB
6342
Charles Schwab Trust Bank
Nevada
$137M -$1.42M -1% 1
ACM
6343
Ategra Capital Management
Virginia
$137M +$20.8M +18% 24
SWM
6344
StoneCrest Wealth Management
Arizona
$137M +$6.41M +5% 63
PWH
6345
Priebe Wealth Holdings
Minnesota
$137M +$11.1M +9% 67
SC
6346
Settian Capital
New York
$137M +$947K +0.7% 32
KCM
6347
KRS Capital Management
Michigan
$137M +$3.56M +3% 119
EWS
6348
Eagle Wealth Strategies
New Jersey
$137M +$13.4M +11% 112
LAM
6349
Lewis Asset Management
California
$137M +$6.21M +5% 136
PA
6350
Prossimo Advisors
California
$137M +$26.4M +24% 143