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
DJFS
6876
Dean Jacobson Financial Services
Texas
$138M +$8.31M +6% 19
EWA
6877
Elevate Wealth Advisory
Georgia
$138M -$2.91M -2% 136
AVI
6878
Asset Value Investors
United Kingdom
$138M +$1.44M +1% 3
AGAM
6879
Audent Global Asset Management
California
$138M -$2.59M -2% 57
MWM
6880
Moulton Wealth Management
Washington
$137M +$5.23M +4% 45
TL
6881
TowerView LLC
New York
$137M -$2.88M -2% 20
PPWM
6882
Perissos Private Wealth Management
Oklahoma
$137M +$10.8M +9% 85
HFAS
6883
Hummer Financial Advisory Services
Illinois
$137M +$4.19M +3% 119
CCA
6884
Cottonwood Capital Advisors
Utah
$137M -$11.6M -8% 132
LI
6885
Latash Investments
Alaska
$137M +$7.77M +6% 18
LFS
6886
Littlejohn Financial Services
Oregon
$137M +$7.76M +6% 77
MSK
6887
Melissa S. Kampmann
$137M +$3.98M +3% 40
SFSG
6888
Sound Financial Strategies Group
Mississippi
$137M +$18.7M +16% 112
LPP
6889
Life Planning Partners
Florida
$137M +$11.3M +9% 71
CFG
6890
Clayton Financial Group
Missouri
$137M +$52.8M +63% 278
AGP
6891
Aspire Growth Partners
Florida
$137M +$14.8M +12% 120
BRIA
6892
Balanced Rock Investment Advisors
Massachusetts
$137M +$9.34M +7% 97
RSF
6893
Rik Saylor Financial
Ohio
$137M +$6.87M +5% 84
SHF
6894
Stage Harbor Financial
Massachusetts
$137M +$13.6M +11% 60
EC
6895
Enhancing Capital
Pennsylvania
$137M +$5.55M +4% 94
BC
6896
Broadwater Capital
Massachusetts
$137M +$8.04M +6% 220
AWA
6897
AGH Wealth Advisors
Kansas
$136M +$15.1M +12% 134
SPWM
6898
Schrum Private Wealth Management
Florida
$136M +$11.7M +9% 130
MPW
6899
Magnolia Private Wealth
Pennsylvania
$136M +$7.36M +6% 115
FWM
6900
Forefront Wealth Management
Pennsylvania
$136M +$11.6M +9% 72