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
IPAM
6651
Investment Partners Asset Management
New Jersey
$111M +$10.2M +10% 139
KPPF
6652
Klein Pavlis & Peasley Financial
California
$111M +$3.41M +3% 82
SWMG
6653
Sard Wealth Management Group
Georgia
$111M +$11.6M +12% 44
MFS
6654
Monetta Financial Services
Illinois
$111M +$5.74M +5% 58
FI
6655
Finivi Inc
Massachusetts
$110M +$8.03M +8% 97
FF
6656
Fox Financial
Pennsylvania
$110M +$5.99M +6% 13
BWA
6657
Blodgett Wealth Advisors
California
$110M +$12.7M +13% 65
MAG
6658
M3 Advisory Group
Massachusetts
$110M +$25M +29% 134
PPWM
6659
Perissos Private Wealth Management
Oklahoma
$110M 77
PWP
6660
PrairieView Wealth Partners
Illinois
$110M +$10.2M +10% 19
SPWM
6661
Schrum Private Wealth Management
Florida
$110M +$39.7M +56% 132
CCM
6662
Chiron Capital Management
Florida
$110M -$4.84M -4% 126
SHF
6663
Stage Harbor Financial
Massachusetts
$110M +$6.17M +6% 45
CF
6664
Concorde Financial
Texas
$110M -$36.1M -25% 41
AFP
6665
Alpha Financial Partners
Kentucky
$110M +$8.53M +8% 88
OWG
6666
Oxford Wealth Group
Florida
$110M 60
NL
6667
NDWM LLC
California
$110M +$5.93M +6% 32
SHFA
6668
Sherrill & Hutchins Financial Advisory
Georgia
$110M +$3.42M +3% 10
CS
6669
Crescent Sterling
Louisiana
$110M +$9.48M +9% 81
HC
6670
Hoese & Co
Minnesota
$110M +$7.53M +7% 146
GSP
6671
Grafton Street Partners
Florida
$110M +$11M +11% 12
VAM
6672
Vienna Asset Management
California
$110M -$338K -0.3% 56
OC
6673
OxenFree Capital
Florida
$109M +$12.2M +13% 41
DW
6674
Durante & Waters
New York
$109M +$5.7M +5% 32
EL
6675
EMFO LLC
Florida
$109M +$1.78M +2% 297