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
SC
6526
Stance Capital
Massachusetts
$135M -$26.2M -16% 281
DWA
6527
Dougherty Wealth Advisers
Minnesota
$135M +$6.25M +5% 111
SG
6528
Stanich Group
New York
$135M +$1.38M +1% 52
NWM
6529
NRI Wealth Management
California
$135M -$9.72M -7% 28
OWA
6530
Oak Wealth Advisors
Illinois
$135M +$5.16M +4% 59
BBA
6531
Braun-Bostich & Associates
Pennsylvania
$135M -$3.62M -3% 118
JKSF
6532
John & Kathleen Schreiber Foundation
Illinois
$135M -$37M -22% 7
FFP
6533
Forbes Financial Planning
Rhode Island
$135M -$71.4M -35% 33
VWA
6534
VERITY Wealth Advisors
United States
$135M -$3.62M -3% 73
PCP
6535
Perbak Capital Partners
United Kingdom
$135M -$52.3M -28% 227
WAM
6536
WealthTrust Asset Management
Florida
$135M -$4.35M -3% 103
LIM
6537
Lancaster Investment Management
United Kingdom
$135M +$21.9M +19% 6
CWP
6538
Clark Wealth Partners
Illinois
$135M +$6M +5% 626
VAG
6539
Vannoy Advisory Group
Texas
$135M +$368K +0.3% 27
CIM
6540
Caldwell Investment Management
Ontario, Canada
$135M -$13.5M -9% 39
PP
6541
Pingora Partners
Wyoming
$135M -$17.8M -12% 233
TIM
6542
Tevis Investment Management
Texas
$135M $0 0% 96
CA
6543
Continental Advisors
Utah
$135M +$2.94M +2% 35
PWM
6544
Palacios Wealth Management
Florida
$135M +$42.1M +45% 67
CPL
6545
Capital & Planning LLC
Georgia
$135M -$2.09M -2% 192
BG
6546
BRX Global
New York
$135M -$6.82M -5% 4
SCP
6547
Sender Company & Partners
New York
$135M +$54.1M +67% 94
PWSG
6548
Pacific Wealth Strategies Group
California
$135M -$9.27M -6% 58
MP
6549
MSD Partners
New York
$134M -$7.76M -5% 9
CIAM
6550
Caitong International Asset Management
Hong Kong
$134M +$32.4M +32% 2,616