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
BI
6501
Beckerman Institutional
New Jersey
$151M +$12.5M +9% 109
DWA
6502
Dougherty Wealth Advisers
Minnesota
$151M +$15.3M +11% 111
LFA
6503
Legend Financial Advisors
Pennsylvania
$151M +$14.4M +11% 172
SMCM
6504
Sky-Mountain Capital Management
Idaho
$151M +$32.4M +27% 36
LKWM
6505
Lee-Kelleher Wealth Management
Maryland
$151M +$14.6M +11% 39
SVWA
6506
Sarver Vrooman Wealth Advisors
Missouri
$150M +$162K +0.1% 139
OIM
6507
Opus Investment Management
Massachusetts
$150M +$10.2M +7% 30
AWM
6508
Aberdeen Wealth Management
Illinois
$150M +$5.46M +4% 172
GRA
6509
Golden Road Advisors
Florida
$150M +$22.3M +17% 42
RCWM
6510
Royal Capital Wealth Management
Indiana
$150M +$7.66M +5% 90
GWMI
6511
Guardian Wealth Management (Illinois)
Illinois
$150M +$423K +0.3% 231
RHDIC
6512
R.H. Dinel Investment Counsel
California
$150M +$3.47M +2% 42
MCA
6513
Millennium Capital Advisors
Arkansas
$150M +$14.5M +11% 123
EF
6514
Envision Financial
Wisconsin
$150M +$17.3M +13% 45
SMF
6515
Sterling Manor Financial
New York
$150M +$9.96M +7% 31
KPPF
6516
Klein Pavlis & Peasley Financial
California
$150M +$11M +8% 84
ULWM
6517
Upper Left Wealth Management
Florida
$150M +$10.4M +7% 65
AIM
6518
AHL Investment Management
Florida
$150M +$4.72M +3% 72
RB
6519
Renasant Bank
Mississippi
$150M -$1.16M -0.8% 164
AC
6520
ASB Consultores
Florida
$150M -$4.07M -3% 163
SI
6521
Sapience Investments
California
$150M +$9.76M +7% 93
LAM
6522
Lakewood Asset Management
Illinois
$150M +$1.52M +1% 104
BPFA
6523
Barnes Pettey Financial Advisors
Mississippi
$150M +$21.1M +16% 114
GC
6524
Gould Capital
Washington
$150M +$6.53M +5% 228
LG
6525
LAM Group
Oregon
$150M +$13.7M +10% 74