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
DWA
6501
Dougherty Wealth Advisers
Minnesota
$135M +$6.25M +5% 111
SG
6502
Stanich Group
New York
$135M +$1.38M +1% 52
NWM
6503
NRI Wealth Management
California
$135M -$9.72M -7% 28
OWA
6504
Oak Wealth Advisors
Illinois
$135M +$5.16M +4% 59
BBA
6505
Braun-Bostich & Associates
Pennsylvania
$135M -$3.62M -3% 118
JKSF
6506
John & Kathleen Schreiber Foundation
Illinois
$135M -$37M -22% 7
FFP
6507
Forbes Financial Planning
Rhode Island
$135M -$71.4M -35% 33
VWA
6508
VERITY Wealth Advisors
United States
$135M -$3.62M -3% 73
PCP
6509
Perbak Capital Partners
United Kingdom
$135M -$52.3M -28% 227
WAM
6510
WealthTrust Asset Management
Florida
$135M -$4.35M -3% 103
LIM
6511
Lancaster Investment Management
United Kingdom
$135M +$21.9M +19% 6
CWP
6512
Clark Wealth Partners
Illinois
$135M +$6M +5% 626
VAG
6513
Vannoy Advisory Group
Texas
$135M +$368K +0.3% 27
CIM
6514
Caldwell Investment Management
Ontario, Canada
$135M -$13.5M -9% 39
PP
6515
Pingora Partners
Wyoming
$135M -$17.8M -12% 233
TIM
6516
Tevis Investment Management
Texas
$135M $0 0% 96
CA
6517
Continental Advisors
Utah
$135M +$2.94M +2% 35
PWM
6518
Palacios Wealth Management
Florida
$135M +$42.1M +45% 67
CPL
6519
Capital & Planning LLC
Georgia
$135M -$2.09M -2% 192
BG
6520
BRX Global
New York
$135M -$6.82M -5% 4
SCP
6521
Sender Company & Partners
New York
$135M +$54.1M +67% 94
PWSG
6522
Pacific Wealth Strategies Group
California
$135M -$9.27M -6% 58
MP
6523
MSD Partners
New York
$134M -$7.76M -5% 9
CIAM
6524
Caitong International Asset Management
Hong Kong
$134M +$32.4M +32% 2,616
GK
6525
Graney & King
New York
$134M +$1.93M +1% 354