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
SW
6601
Schulz Wealth
Texas
$131M +$907K +0.7% 64
TFM
6602
Trademark Financial Management
Minnesota
$131M +$5.18M +4% 99
AIFAIM
6603
American Institute for Advanced Investment Management
Arizona
$131M -$3.1M -2% 147
DRP
6604
Decade Renewable Partners
Texas
$131M -$73.5M -36% 42
PWS
6605
Precision Wealth Strategies
Missouri
$131M +$1.58M +1% 128
JGGDR
6606
JGP Global Gestao de Recursos
Brazil
$131M +$86.8M +198% 53
CRIG
6607
Charter Research & Investment Group
Connecticut
$131M -$568K -0.4% 82
FW
6608
Fidato Wealth
Ohio
$131M -$2.69M -2% 26
1IA
6609
1620 Investment Advisors
Massachusetts
$131M -$1.29M -1% 735
SFS
6610
Sharp Financial Services
Pennsylvania
$131M -$1.12M -0.8% 105
CFG
6611
Copley Financial Group
California
$131M +$50.1K +0% 114
CFS
6612
Coordinated Financial Services
Colorado
$131M +$2.29M +2% 142
FVIM
6613
Fort Vancouver Investment Management
Washington
$130M +$12.5M +11% 61
CCM
6614
Crestwood Capital Management
New York
$130M -$5.71M -4% 15
BAM
6615
Brickwood Asset Management
United Kingdom
$130M +$4.07M +3% 5
FWM
6616
FMA Wealth Management
Massachusetts
$130M -$4.19M -3% 46
E
6617
EntreWealth
Texas
$130M +$21.8M +20% 62
GSP
6618
Grafton Street Partners
Florida
$130M -$7.39M -5% 13
IDBONY
6619
Israel Discount Bank of New York
New York
$130M -$7.31M -5% 47
CIG
6620
Cascade Investment Group
Colorado
$130M -$9.78M -7% 140
DJFS
6621
Dean Jacobson Financial Services
Texas
$130M -$901K -0.7% 13
CCA
6622
Coign Capital Advisors
Utah
$130M +$21.4M +20% 80
ZC
6623
Zeit Capital
Colorado
$130M -$429K -0.3% 26
CVSC
6624
C.V. Starr & Co
New York
$130M +$1.64M +1% 8
SWA
6625
Sterling Wealth Advisors
Florida
$130M +$2.29M +2% 18