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
SWR
6501
Spahn Wealth & Retirement
Arizona
$136M -$16.2M -11% 36
OCM
6502
Orser Capital Management
Texas
$136M -$9.06M -6% 51
BWM
6503
BankPlus Wealth Management
Mississippi
$136M +$1.96M +1% 109
LFA
6504
Legend Financial Advisors
Pennsylvania
$136M -$5.6M -4% 270
AFS
6505
AFG Fiduciary Services
Massachusetts
$136M -$4.35M -3% 78
CCA
6506
Cottonwood Capital Advisors
Utah
$136M -$3.43M -2% 137
SL
6507
SFM LLC
New Hampshire
$136M -$5.86M -4% 62
FCM
6508
Fire Capital Management
California
$136M +$1.72M +1% 96
MFFIA
6509
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$136M +$2.05M +2% 69
LKWM
6510
Lee-Kelleher Wealth Management
Maryland
$136M -$4.5M -3% 41
LG
6511
LAM Group
Oregon
$136M -$4.32M -3% 133
RFA
6512
Reyes Financial Architecture
California
$136M +$8.7M +7% 366
FIS
6513
Fischer Investment Strategies
California
$136M +$9.97M +8% 38
UPS
6514
UHLMANN PRICE SECURITIES
Illinois
$136M +$3.35M +3% 191
BCM
6515
Beaumont Capital Management
Massachusetts
$136M +$6.01M +5% 75
SI
6516
Stonekeep Investments
New Mexico
$136M +$1.31M +1% 63
FS
6517
Financially Speaking
Colorado
$136M -$11.6M -8% 195
BAM
6518
Byrne Asset Management
New Jersey
$136M -$6.68M -5% 611
AIC
6519
Allodium Investment Consultants
Minnesota
$135M +$15.7M +13% 48
SWM
6520
Schwallier Wealth Management
Michigan
$135M +$3.99M +3% 53
AWP
6521
Axis Wealth Partners
Rhode Island
$135M +$16.7M +14% 140
CWM
6522
Cadence Wealth Management
Massachusetts
$135M -$15.7M -10% 47
SA
6523
SFI Advisors
New Jersey
$135M -$7.17M -5% 93
BFP
6524
Brewster Financial Planning
New York
$135M +$3.26M +2% 28
APW
6525
Atlantic Private Wealth
North Carolina
$135M +$2.53M +2% 227