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
TL
6901
TowerView LLC
New York
$137M -$2.88M -2% 20
PPWM
6902
Perissos Private Wealth Management
Oklahoma
$137M +$10.8M +9% 85
HFAS
6903
Hummer Financial Advisory Services
Illinois
$137M +$4.19M +3% 119
CCA
6904
Cottonwood Capital Advisors
Utah
$137M -$11.6M -8% 132
LI
6905
Latash Investments
Alaska
$137M +$7.77M +6% 18
LFS
6906
Littlejohn Financial Services
Oregon
$137M +$7.76M +6% 77
MSK
6907
Melissa S. Kampmann
$137M +$3.98M +3% 40
SFSG
6908
Sound Financial Strategies Group
Mississippi
$137M +$18.7M +16% 112
LPP
6909
Life Planning Partners
Florida
$137M +$11.3M +9% 71
CFG
6910
Clayton Financial Group
Missouri
$137M +$52.8M +63% 278
AGP
6911
Aspire Growth Partners
Florida
$137M +$14.8M +12% 120
BRIA
6912
Balanced Rock Investment Advisors
Massachusetts
$137M +$9.34M +7% 97
RSF
6913
Rik Saylor Financial
Ohio
$137M +$6.87M +5% 84
SHF
6914
Stage Harbor Financial
Massachusetts
$137M +$13.6M +11% 60
EC
6915
Enhancing Capital
Pennsylvania
$137M +$5.55M +4% 94
BC
6916
Broadwater Capital
Massachusetts
$137M +$8.04M +6% 220
AWA
6917
AGH Wealth Advisors
Kansas
$136M +$15.1M +12% 134
SPWM
6918
Schrum Private Wealth Management
Florida
$136M +$11.7M +9% 130
MPW
6919
Magnolia Private Wealth
Pennsylvania
$136M +$7.36M +6% 115
FWM
6920
Forefront Wealth Management
Pennsylvania
$136M +$11.6M +9% 72
PCU
6921
Palliser Capital (UK)
United Kingdom
$136M -$831K -0.6% 8
WSFG
6922
Wall Street Financial Group
Illinois
$136M +$25.4M +23% 103
JWM
6923
Jacksonville Wealth Management
Florida
$136M +$11.8M +9% 68
LW
6924
Lauer Wealth
Indiana
$136M +$16.8M +14% 64
CSA
6925
Cornerstone Select Advisors
Missouri
$136M +$22.4M +20% 115