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
AFS
6501
AFG Fiduciary Services
Massachusetts
$136M -$4.35M -3% 78
CCA
6502
Cottonwood Capital Advisors
Utah
$136M -$3.43M -2% 137
SL
6503
SFM LLC
New Hampshire
$136M -$5.86M -4% 62
FCM
6504
Fire Capital Management
California
$136M +$1.72M +1% 96
MFFIA
6505
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$136M +$2.05M +2% 69
LKWM
6506
Lee-Kelleher Wealth Management
Maryland
$136M -$4.5M -3% 41
LG
6507
LAM Group
Oregon
$136M -$4.32M -3% 133
RFA
6508
Reyes Financial Architecture
California
$136M +$8.7M +7% 366
FIS
6509
Fischer Investment Strategies
California
$136M +$9.97M +8% 38
UPS
6510
UHLMANN PRICE SECURITIES
Illinois
$136M +$3.35M +3% 191
BCM
6511
Beaumont Capital Management
Massachusetts
$136M +$6.01M +5% 75
SI
6512
Stonekeep Investments
New Mexico
$136M +$1.31M +1% 63
FS
6513
Financially Speaking
Colorado
$136M -$11.6M -8% 195
BAM
6514
Byrne Asset Management
New Jersey
$136M -$6.68M -5% 611
AIC
6515
Allodium Investment Consultants
Minnesota
$135M +$15.7M +13% 48
SWM
6516
Schwallier Wealth Management
Michigan
$135M +$3.99M +3% 53
AWP
6517
Axis Wealth Partners
Rhode Island
$135M +$16.7M +14% 140
CWM
6518
Cadence Wealth Management
Massachusetts
$135M -$15.7M -10% 47
SA
6519
SFI Advisors
New Jersey
$135M -$7.17M -5% 93
BFP
6520
Brewster Financial Planning
New York
$135M +$3.26M +2% 28
APW
6521
Atlantic Private Wealth
North Carolina
$135M +$2.53M +2% 227
SC
6522
Stance Capital
Massachusetts
$135M -$26.2M -16% 281
DWA
6523
Dougherty Wealth Advisers
Minnesota
$135M +$6.25M +5% 111
SG
6524
Stanich Group
New York
$135M +$1.38M +1% 52
NWM
6525
NRI Wealth Management
California
$135M -$9.72M -7% 28