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
FS
6476
Financially Speaking
Colorado
$136M -$11.6M -8% 195
BAM
6477
Byrne Asset Management
New Jersey
$136M -$6.68M -5% 611
MCA
6478
Millennium Capital Advisors
Arkansas
$135M -$11M -8% 121
AIC
6479
Allodium Investment Consultants
Minnesota
$135M +$15.7M +13% 48
SWM
6480
Schwallier Wealth Management
Michigan
$135M +$3.99M +3% 53
AWP
6481
Axis Wealth Partners
Rhode Island
$135M +$16.7M +14% 140
CWM
6482
Cadence Wealth Management
Massachusetts
$135M -$15.7M -10% 47
SA
6483
SFI Advisors
New Jersey
$135M -$7.17M -5% 93
BFP
6484
Brewster Financial Planning
New York
$135M +$3.26M +2% 28
APW
6485
Atlantic Private Wealth
North Carolina
$135M +$2.53M +2% 227
SC
6486
Stance Capital
Massachusetts
$135M -$26.2M -16% 281
DWA
6487
Dougherty Wealth Advisers
Minnesota
$135M +$6.25M +5% 111
SG
6488
Stanich Group
New York
$135M +$1.38M +1% 52
NWM
6489
NRI Wealth Management
California
$135M -$9.72M -7% 28
OWA
6490
Oak Wealth Advisors
Illinois
$135M +$5.16M +4% 59
BBA
6491
Braun-Bostich & Associates
Pennsylvania
$135M -$3.62M -3% 118
JKSF
6492
John & Kathleen Schreiber Foundation
Illinois
$135M -$37M -22% 7
FFP
6493
Forbes Financial Planning
Rhode Island
$135M -$71.4M -35% 33
VWA
6494
VERITY Wealth Advisors
United States
$135M -$3.62M -3% 73
PCP
6495
Perbak Capital Partners
United Kingdom
$135M -$52.3M -28% 227
WAM
6496
WealthTrust Asset Management
Florida
$135M -$4.35M -3% 103
LIM
6497
Lancaster Investment Management
United Kingdom
$135M +$21.9M +19% 6
CWP
6498
Clark Wealth Partners
Illinois
$135M +$6M +5% 626
VAG
6499
Vannoy Advisory Group
Texas
$135M +$368K +0.3% 27
CIM
6500
Caldwell Investment Management
Ontario, Canada
$135M -$13.5M -9% 39