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
KWM
6626
Koa Wealth Management
California
$111M +$9.64M +10% 52
SL
6627
Stevard LLC
Illinois
$111M +$9.47M +9% 59
BAWM
6628
Bennett Associates Wealth Management
Pennsylvania
$111M +$8.26M +8% 42
IPAM
6629
Investment Partners Asset Management
New Jersey
$111M +$10.2M +10% 139
KPPF
6630
Klein Pavlis & Peasley Financial
California
$111M +$3.41M +3% 82
SWMG
6631
Sard Wealth Management Group
Georgia
$111M +$11.6M +12% 44
MFS
6632
Monetta Financial Services
Illinois
$111M +$5.74M +5% 58
FF
6633
Fox Financial
Pennsylvania
$110M +$5.99M +6% 13
BWA
6634
Blodgett Wealth Advisors
California
$110M +$12.7M +13% 65
MAG
6635
M3 Advisory Group
Massachusetts
$110M +$25M +29% 134
PPWM
6636
Perissos Private Wealth Management
Oklahoma
$110M 77
PWP
6637
PrairieView Wealth Partners
Illinois
$110M +$10.2M +10% 19
SPWM
6638
Schrum Private Wealth Management
Florida
$110M +$39.7M +56% 132
CCM
6639
Chiron Capital Management
Florida
$110M -$4.84M -4% 126
SHF
6640
Stage Harbor Financial
Massachusetts
$110M +$6.17M +6% 45
CF
6641
Concorde Financial
Texas
$110M -$36.1M -25% 41
AFP
6642
Alpha Financial Partners
Kentucky
$110M +$8.53M +8% 88
OWG
6643
Oxford Wealth Group
Florida
$110M 60
NL
6644
NDWM LLC
California
$110M +$5.93M +6% 32
SHFA
6645
Sherrill & Hutchins Financial Advisory
Georgia
$110M +$3.42M +3% 10
CS
6646
Crescent Sterling
Louisiana
$110M +$9.48M +9% 81
HC
6647
Hoese & Co
Minnesota
$110M +$7.53M +7% 146
GSPF
6648
Grafton Street Partners Fund
Florida
$110M +$11M +11% 12
VAM
6649
Vienna Asset Management
California
$110M -$338K -0.3% 56
OC
6650
OxenFree Capital
Florida
$109M +$12.2M +13% 41