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
SHFA
6926
Sherrill & Hutchins Financial Advisory
Georgia
$138M +$9.37M +7% 12
BMCM
6927
Black Maple Capital Management
Wisconsin
$138M -$6.55M -5% 105
PW
6928
Paladin Wealth
Minnesota
$138M +$9.29M +7% 126
LM
6929
Lansing Management
New York
$138M -$8.11M -6% 9
MWA
6930
Merkkuri Wealth Advisors
New York
$138M +$6.08M +5% 85
GC
6931
Glenorchy Capital
Australia
$138M +$1.97M +1% 66
CWP
6932
Corepath Wealth Partners
Arizona
$138M +$19.2M +16% 41
SA
6933
Seneschal Advisors
Washington
$138M +$11M +9% 589
BAWM
6934
Bennett Associates Wealth Management
Pennsylvania
$138M +$7.7M +6% 54
DJFS
6935
Dean Jacobson Financial Services
Texas
$138M +$8.31M +6% 19
EWA
6936
Elevate Wealth Advisory
Georgia
$138M -$2.91M -2% 136
AVI
6937
Asset Value Investors
United Kingdom
$138M +$1.44M +1% 3
AGAM
6938
Audent Global Asset Management
California
$138M -$2.59M -2% 57
MWM
6939
Moulton Wealth Management
Washington
$137M +$5.23M +4% 45
TL
6940
TowerView LLC
New York
$137M -$2.88M -2% 20
PPWM
6941
Perissos Private Wealth Management
Oklahoma
$137M +$10.8M +9% 85
HFAS
6942
Hummer Financial Advisory Services
Illinois
$137M +$4.19M +3% 119
CCA
6943
Cottonwood Capital Advisors
Utah
$137M -$11.6M -8% 132
LI
6944
Latash Investments
Alaska
$137M +$7.77M +6% 18
LFS
6945
Littlejohn Financial Services
Oregon
$137M +$7.76M +6% 77
MSK
6946
Melissa S. Kampmann
$137M +$3.98M +3% 40
SFSG
6947
Sound Financial Strategies Group
Mississippi
$137M +$18.7M +16% 112
LPP
6948
Life Planning Partners
Florida
$137M +$11.3M +9% 71
CFG
6949
Clayton Financial Group
Missouri
$137M +$52.8M +63% 278
AGP
6950
Aspire Growth Partners
Florida
$137M +$14.8M +12% 120