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
KOMWMG
7026
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$141M +$9.07M +7% 90
JWM
7027
Jacksonville Wealth Management
Florida
$141M +$5.07M +4% 77
T
7028
Tableaux
Massachusetts
$141M -$109M -43% 125
PSC
7029
Piper Sandler & Co
Minnesota
$141M +$1.88M +1% 34
BLFG
7030
Brian Low Financial Group
Louisiana
$141M +$12.2M +10% 126
PBRA
7031
Pine Brook Road Advisors
New York
$141M +$10.2M +8% 1
BWMG
7032
Bannerman Wealth Management Group
Texas
$141M +$5.35M +4% 34
SHFA
7033
Sherrill & Hutchins Financial Advisory
Georgia
$141M +$2.99M +2% 13
DWM
7034
DeLarme Wealth Management
California
$141M 62
IAG
7035
Ipsen Advisor Group
Arkansas
$141M +$1.72M +1% 107
BRIA
7036
Balanced Rock Investment Advisors
Massachusetts
$141M +$3.92M +3% 97
HB
7037
Hauser Brothers
Germany
$141M +$16.6M +13% 6
BCM
7038
Brightlight Capital Management
Connecticut
$141M -$24.6M -15% 10
BC
7039
Bulwark Capital
Florida
$141M +$12.1M +9% 103
KCAM
7040
Kagan Cocozza Asset Management
New Jersey
$141M +$8.51M +6% 64
PHIC
7041
Pine Haven Investment Counsel
Massachusetts
$141M +$2.09M +2% 121
PWA
7042
Perspective Wealth Advisors
Colorado
$140M 55
BCP
7043
Breakout Capital Partners
New York
$140M -$16.6M -11% 8
AWA
7044
Arbor Wealth Advisors
Michigan
$140M +$6.39M +5% 58
EW
7045
Entruity Wealth
California
$140M +$11.5M +9% 45
BCI
7046
Blue Capital Inc
Nebraska
$140M +$5.67M +4% 109
CCA
7047
Cottonwood Capital Advisors
Utah
$140M +$2.99M +2% 89
HC
7048
Hoese & Co
Minnesota
$140M +$9.45M +7% 141
RWP
7049
Ridgeline Wealth Planning
Ohio
$140M +$7M +5% 50
CWM
7050
Copia Wealth Management
Oregon
$140M +$5.39M +4% 539