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
LWP
6701
LFG Wealth Partners
Kentucky
$157M 81
RA
6702
RiverTree Advisors
Florida
$157M +$851K +0.5% 66
AF
6703
Atala Financial
California
$157M -$2.91M -2% 132
AWA
6704
Archvest Wealth Advisors
California
$157M +$44.6M +40% 71
KFO
6705
Kopp Family Office
Minnesota
$157M +$3.03M +2% 26
CPCP
6706
Cedar Point Capital Partners
Iowa
$157M +$4.12M +3% 70
VFS
6707
Valpey Financial Services
New Hampshire
$157M +$3.85M +3% 73
FW
6708
Fidato Wealth
Ohio
$157M +$4.41M +3% 16
SWM
6709
Schwallier Wealth Management
Michigan
$157M -$3.68M -2% 58
BAS
6710
Breakthru Advisory Services
Wisconsin
$156M +$4.52M +3% 68
MCWA
6711
Meadow Creek Wealth Advisors
Georgia
$156M +$5.75M +4% 143
CGA
6712
Channing Global Advisors
Florida
$156M +$11.9M +8% 47
NAM
6713
NewGen Asset Management
Ontario, Canada
$156M -$3.64M -2% 39
SI
6714
Stonekeep Investments
New Mexico
$156M -$1.43M -0.9% 66
APW
6715
Atlantic Private Wealth
North Carolina
$156M +$1.62M +1% 408
LA
6716
Lakeside Advisors
Washington
$156M -$1.69M -1% 65
LF
6717
LifeSteps Financial
California
$156M +$570K +0.4% 91
IIM
6718
Invariant Investment Management
Pennsylvania
$156M 71
CC
6719
Cultivar Capital
Texas
$156M +$6.26M +4% 47
MCM
6720
MidAtlantic Capital Management
Virginia
$156M +$9.65M +7% 240
SW
6721
Schulz Wealth
Texas
$156M +$4.81M +3% 65
PCM
6722
Palouse Capital Management
Washington
$156M -$1.17M -0.7% 164
GFG
6723
Grantvest Financial Group
New Jersey
$156M +$11.2M +8% 168
SA
6724
SFI Advisors
New Jersey
$156M -$996K -0.6% 69
FPWM
6725
Five Pine Wealth Management
Idaho
$156M +$7.97M +5% 42