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
KFG
6401
Kingdom Financial Group
Arizona
$115M +$8.57M +8% 84
CMS
6402
Capital Market Strategies
Florida
$115M +$14.4M +14% 152
WAG
6403
Wheelhouse Advisory Group
Missouri
$115M 37
GA
6404
Gagnon Advisors
New York
$114M -$5.06M -4% 30
IDP
6405
In-Depth Partners
Florida
$114M +$8.46M +8% 13
SA
6406
swisspartners Advisors
Switzerland
$114M +$761K +0.7% 30
VWMG
6407
Virginia Wealth Management Group
Virginia
$114M -$33.4M -23% 71
OF
6408
Outfitter Financial
Maine
$114M +$8.2M +8% 77
SWMP
6409
Signature Wealth Management Partners
New Jersey
$114M +$12M +12% 101
EFP
6410
Envision Financial Planning
Tennessee
$114M +$13.2M +13% 31
BWLSA
6411
Blue Water Life Science Advisors
California
$114M +$8.24M +8% 10
RFS
6412
Richardson Financial Services
Massachusetts
$114M 377
ICMARC
6413
International City Management Association Retirement Corp
District of Columbia
$114M +$728K +0.6% 6
TNAM
6414
Terra Nova Asset Management
New York
$114M +$4.21M +4% 94
FFA
6415
Frazier Financial Advisors
Ohio
$114M 859
SGC
6416
Slocum, Gordon & Co
Rhode Island
$114M -$879K -0.8% 157
PGF
6417
Plan Group Financial
Oklahoma
$114M -$24.9M -18% 82
AGFIA
6418
Accel Growth Fund IV Associates
California
$114M +$9.32M +9% 1
AI
6419
Arrien Investments
Idaho
$114M +$7.83M +7% 38
LAS
6420
LWM Advisory Services
Florida
$114M +$20.5M +22% 154
CC
6421
Cultivar Capital
Texas
$114M 30
DSCM
6422
Del-Sette Capital Management
New York
$114M +$12M +12% 31
TSW
6423
Three Seasons Wealth
Utah
$114M +$12.3M +12% 84
KWM
6424
Kolinsky Wealth Management
New Jersey
$114M +$12.9M +13% 147
BCM
6425
BluePath Capital Management
Georgia
$114M +$4.69M +4% 340