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
6901
Dean Jacobson Financial Services
Texas
$138M +$8.31M +6% 19
EWA
6902
Elevate Wealth Advisory
Georgia
$138M -$2.91M -2% 136
AVI
6903
Asset Value Investors
United Kingdom
$138M +$1.44M +1% 3
AGAM
6904
Audent Global Asset Management
California
$138M -$2.59M -2% 57
MWM
6905
Moulton Wealth Management
Washington
$137M +$5.23M +4% 45
TL
6906
TowerView LLC
New York
$137M -$2.88M -2% 20
PPWM
6907
Perissos Private Wealth Management
Oklahoma
$137M +$10.8M +9% 85
HFAS
6908
Hummer Financial Advisory Services
Illinois
$137M +$4.19M +3% 119
CCA
6909
Cottonwood Capital Advisors
Utah
$137M -$11.6M -8% 132
LI
6910
Latash Investments
Alaska
$137M +$7.77M +6% 18
LFS
6911
Littlejohn Financial Services
Oregon
$137M +$7.76M +6% 77
MSK
6912
Melissa S. Kampmann
$137M +$3.98M +3% 40
SFSG
6913
Sound Financial Strategies Group
Mississippi
$137M +$18.7M +16% 112
LPP
6914
Life Planning Partners
Florida
$137M +$11.3M +9% 71
CFG
6915
Clayton Financial Group
Missouri
$137M +$52.8M +63% 278
AGP
6916
Aspire Growth Partners
Florida
$137M +$14.8M +12% 120
BRIA
6917
Balanced Rock Investment Advisors
Massachusetts
$137M +$9.34M +7% 97
RSF
6918
Rik Saylor Financial
Ohio
$137M +$6.87M +5% 84
SHF
6919
Stage Harbor Financial
Massachusetts
$137M +$13.6M +11% 60
EC
6920
Enhancing Capital
Pennsylvania
$137M +$5.55M +4% 94
AWA
6921
AGH Wealth Advisors
Kansas
$136M +$15.1M +12% 134
SPWM
6922
Schrum Private Wealth Management
Florida
$136M +$11.7M +9% 130
MPW
6923
Magnolia Private Wealth
Pennsylvania
$136M +$7.36M +6% 115
FWM
6924
Forefront Wealth Management
Pennsylvania
$136M +$11.6M +9% 72
PCU
6925
Palliser Capital (UK)
United Kingdom
$136M -$831K -0.6% 8