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
KA
6501
Kure Advisory
Minnesota
$151M +$18.4M +14% 49
BWM
6502
BankPlus Wealth Management
Mississippi
$151M +$14.6M +11% 102
SM
6503
Soapstone Management
Maryland
$151M +$22.7M +18% 18
BI
6504
Beckerman Institutional
New Jersey
$151M +$12.5M +9% 109
DWA
6505
Dougherty Wealth Advisers
Minnesota
$151M +$15.3M +11% 111
LFA
6506
Legend Financial Advisors
Pennsylvania
$151M +$14.4M +11% 172
SMCM
6507
Sky-Mountain Capital Management
Idaho
$151M +$32.4M +27% 36
LKWM
6508
Lee-Kelleher Wealth Management
Maryland
$151M +$14.6M +11% 39
SVWA
6509
Sarver Vrooman Wealth Advisors
Missouri
$150M +$162K +0.1% 139
OIM
6510
Opus Investment Management
Massachusetts
$150M +$10.2M +7% 30
AWM
6511
Aberdeen Wealth Management
Illinois
$150M +$5.46M +4% 172
GRA
6512
Golden Road Advisors
Florida
$150M +$22.3M +17% 42
RCWM
6513
Royal Capital Wealth Management
Indiana
$150M +$7.66M +5% 90
GWMI
6514
Guardian Wealth Management (Illinois)
Illinois
$150M +$423K +0.3% 231
RHDIC
6515
R.H. Dinel Investment Counsel
California
$150M +$3.47M +2% 42
MCA
6516
Millennium Capital Advisors
Arkansas
$150M +$14.5M +11% 123
EF
6517
Envision Financial
Wisconsin
$150M +$17.3M +13% 45
SMF
6518
Sterling Manor Financial
New York
$150M +$9.96M +7% 31
KPPF
6519
Klein Pavlis & Peasley Financial
California
$150M +$11M +8% 84
ULWM
6520
Upper Left Wealth Management
Florida
$150M +$10.4M +7% 65
AIM
6521
AHL Investment Management
Florida
$150M +$4.72M +3% 72
RB
6522
Renasant Bank
Mississippi
$150M -$1.16M -0.8% 164
AC
6523
ASB Consultores
Florida
$150M -$4.07M -3% 163
SI
6524
Sapience Investments
California
$150M +$9.76M +7% 93
LAM
6525
Lakewood Asset Management
Illinois
$150M +$1.52M +1% 104