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
PSIWM
6551
Paradigm Strategies in Wealth Management
Minnesota
$156M +$3.4M +2% 56
HWP
6552
Hibernia Wealth Partners
Louisiana
$156M -$118M -43% 106
MSWA
6553
Marshall & Sterling Wealth Advisors
New York
$156M +$8.29M +6% 689
RA
6554
RiverTree Advisors
Florida
$156M +$7.06M +5% 62
DWM
6555
DecisionMap Wealth Management
Virginia
$156M +$10.2M +7% 132
FSBI
6556
Fearless Solutions (Best Invest)
Texas
$156M +$13M +9% 117
CFS
6557
Coordinated Financial Services
Colorado
$156M +$11.6M +8% 161
LP
6558
LB Partners
Virginia
$156M -$842K -0.5% 29
AI
6559
Acuitas Investments
Washington
$156M +$30.1M +24% 61
7CM
6560
7G Capital Management
New York
$156M +$27.3M +21% 9
MAM
6561
McCarthy Asset Management
California
$156M +$8.53M +6% 27
LF
6562
LifeSteps Financial
California
$156M +$10.1M +7% 89
PCP
6563
Panoramic Capital Partners
Oregon
$156M +$11.5M +8% 63
RWM
6564
Refined Wealth Management
Utah
$156M +$10.1M +7% 36
SVWA
6565
Sarver Vrooman Wealth Advisors
Missouri
$156M +$5.12M +3% 134
SR
6566
Syntax Research
Florida
$156M +$14.8M +10% 182
MSF
6567
Mustard Seed Financial
Arkansas
$156M +$16.7M +12% 92
OL
6568
OneFund LLC
Florida
$155M +$16.5M +12% 515
ACM
6569
Alethea Capital Management
Washington
$155M +$23.2M +18% 53
CAIM
6570
Catherine Avery Investment Management
Florida
$155M +$23.6M +18% 178
DWA
6571
Dougherty Wealth Advisers
Minnesota
$155M +$4.62M +3% 113
SLFPAM
6572
St. Louis Financial Planners Asset Management
Missouri
$155M +$23.9M +18% 47
SRB
6573
Shotwell Rutter Baer
Michigan
$155M +$7.79M +5% 37
RHDIC
6574
R.H. Dinel Investment Counsel
California
$155M +$4.95M +3% 42
GMFG
6575
Greater Midwest Financial Group
Minnesota
$155M +$23.9M +18% 62