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
SGF
6401
Stephens Greth Foundation
Texas
$174M 4
KCM
6402
KRS Capital Management
Michigan
$174M +$8.32M +5% 121
CFS
6403
Coordinated Financial Services
Colorado
$174M +$17.9M +11% 180
TCPG
6404
Trivant Custom Portfolio Group
California
$174M -$20.9M -11% 87
RCA
6405
Runnymede Capital Advisors
Ohio
$174M +$52.2M +43% 125
LWA
6406
Ledgewood Wealth Advisors
New Hampshire
$174M +$4.64M +3% 75
TCM
6407
Thoma Capital Management
Maryland
$174M -$509K -0.3% 62
FPH
6408
Financial Planning Hawaii
Hawaii
$174M 128
MWM
6409
Melfa Wealth Management
Massachusetts
$174M +$2.95M +2% 207
YWM
6410
Yukon Wealth Management
Kansas
$174M -$132M -43% 135
DWM
6411
Defined Wealth Management
Oregon
$173M +$1.26M +0.7% 110
OAS
6412
Optivise Advisory Services
Tennessee
$173M +$5.34M +3% 231
TA
6413
Tiptree Advisors
New York
$173M +$13.5M +8% 27
TWM
6414
TLW Wealth Management
Florida
$173M -$1.39M -0.8% 19
WSA
6415
Wealth Science Advisors
Georgia
$173M 71
SBCM
6416
Silverberg Bernstein Capital Management
New York
$173M +$8.38M +5% 67
HM
6417
Heronetta Management
New York
$173M -$9.66M -5% 25
FI
6418
Finivi Inc
Massachusetts
$173M +$15.9M +10% 104
MSRI
6419
Michael S. Ryan Inc
New York
$173M +$5.3M +3% 58
WF
6420
Williams Financial
Vermont
$173M +$75.9M +78% 31
BCM
6421
Brookmont Capital Management
Texas
$173M -$7.05M -4% 59
LIM
6422
Lagoda Investment Management
New York
$173M -$4.05M -2% 26
TC
6423
Tacita Capital
Ontario, Canada
$173M +$7.14M +4% 222
AA
6424
Atmos Advisory
Pennsylvania
$173M +$8.44M +5% 21
LWP
6425
LeClair Wealth Partners
Ohio
$172M +$11.9M +7% 115