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
DWAM
6651
Duncan Williams Asset Management
Tennessee
$111M 68
IAM
6652
Impala Asset Management
Florida
$111M +$18.5M +20% 25
KWM
6653
Koa Wealth Management
California
$111M +$9.64M +10% 52
SL
6654
Stevard LLC
Illinois
$111M +$9.47M +9% 59
BAWM
6655
Bennett Associates Wealth Management
Pennsylvania
$111M +$8.26M +8% 42
IPAM
6656
Investment Partners Asset Management
New Jersey
$111M +$10.2M +10% 139
KPPF
6657
Klein Pavlis & Peasley Financial
California
$111M +$3.41M +3% 82
SWMG
6658
Sard Wealth Management Group
Georgia
$111M +$11.6M +12% 44
MFS
6659
Monetta Financial Services
Illinois
$111M +$5.74M +5% 58
FI
6660
Finivi Inc
Massachusetts
$110M +$8.03M +8% 97
FF
6661
Fox Financial
Pennsylvania
$110M +$5.99M +6% 13
BWA
6662
Blodgett Wealth Advisors
California
$110M +$12.7M +13% 65
MAG
6663
M3 Advisory Group
Massachusetts
$110M +$25M +29% 134
PPWM
6664
Perissos Private Wealth Management
Oklahoma
$110M 77
PWP
6665
PrairieView Wealth Partners
Illinois
$110M +$10.2M +10% 19
SPWM
6666
Schrum Private Wealth Management
Florida
$110M +$39.7M +56% 132
CCM
6667
Chiron Capital Management
Florida
$110M -$4.84M -4% 126
SHF
6668
Stage Harbor Financial
Massachusetts
$110M +$6.17M +6% 45
CF
6669
Concorde Financial
Texas
$110M -$36.1M -25% 41
AFP
6670
Alpha Financial Partners
Kentucky
$110M +$8.53M +8% 88
OWG
6671
Oxford Wealth Group
Florida
$110M 60
NL
6672
NDWM LLC
California
$110M +$5.93M +6% 32
SHFA
6673
Sherrill & Hutchins Financial Advisory
Georgia
$110M +$3.42M +3% 10
CS
6674
Crescent Sterling
Louisiana
$110M +$9.48M +9% 81
HC
6675
Hoese & Co
Minnesota
$110M +$7.53M +7% 146