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
FW
6626
Fidato Wealth
Ohio
$112M +$6.77M +6% 10
EC
6627
EntryPoint Capital
New York
$112M +$7.22M +7% 1,843
OFA
6628
Oaktree Fund Advisors
California
$111M -$102K -0.1% 65
LCM
6629
LRT Capital Management
Texas
$111M +$5.25M +5% 95
LHWM
6630
Lake Hills Wealth Management
Texas
$111M +$11.2M +11% 56
SLFPAM
6631
St. Louis Financial Planners Asset Management
Missouri
$111M +$3.82M +4% 45
UAML
6632
US Asset Management LLC
Pennsylvania
$111M +$9.95M +10% 133
DWAM
6633
Duncan Williams Asset Management
Tennessee
$111M 68
IAM
6634
Impala Asset Management
Florida
$111M +$18.5M +20% 25
KWM
6635
Koa Wealth Management
California
$111M +$9.64M +10% 52
SL
6636
Stevard LLC
Illinois
$111M +$9.47M +9% 59
BAWM
6637
Bennett Associates Wealth Management
Pennsylvania
$111M +$8.26M +8% 42
IPAM
6638
Investment Partners Asset Management
New Jersey
$111M +$10.2M +10% 139
KPPF
6639
Klein Pavlis & Peasley Financial
California
$111M +$3.41M +3% 82
SWMG
6640
Sard Wealth Management Group
Georgia
$111M +$11.6M +12% 44
MFS
6641
Monetta Financial Services
Illinois
$111M +$5.74M +5% 58
FF
6642
Fox Financial
Pennsylvania
$110M +$5.99M +6% 13
BWA
6643
Blodgett Wealth Advisors
California
$110M +$12.7M +13% 65
MAG
6644
M3 Advisory Group
Massachusetts
$110M +$25M +29% 134
PPWM
6645
Perissos Private Wealth Management
Oklahoma
$110M 77
PWP
6646
PrairieView Wealth Partners
Illinois
$110M +$10.2M +10% 19
SPWM
6647
Schrum Private Wealth Management
Florida
$110M +$39.7M +56% 132
CCM
6648
Chiron Capital Management
Florida
$110M -$4.84M -4% 126
SHF
6649
Stage Harbor Financial
Massachusetts
$110M +$6.17M +6% 45
CF
6650
Concorde Financial
Texas
$110M -$36.1M -25% 41