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
SF
7076
Strategent Financial
Virginia
$110M +$9.82M +10% 33
LPP
7077
Life Planning Partners
Florida
$110M +$2.32M +2% 62
PF
7078
PlanWiser Financial
Colorado
$110M 47
IW
7079
Instrumental Wealth
Florida
$110M +$4.69M +4% 56
SCH
7080
Shengqi Capital (HK)
Hong Kong
$110M -$5.85M -5% 7
GEH
7081
General Equity Holdings
New York
$110M -$16.8M -13% 7
CCM
7082
Collar Capital Management
Wisconsin
$110M -$9.82M -8% 80
APGDR
7083
Absoluto Partners Gestao de Recursos
Brazil
$110M +$22.9M +26% 41
EPCA
7084
Elizabeth Park Capital Advisors
Ohio
$110M -$12.4M -10% 48
GC
7085
Grizzlyrock Capital
Illinois
$110M +$14.5M +15% 21
AFA
7086
Avant Financial Advisors
Texas
$110M +$1.41M +1% 65
FF
7087
Fairway Financial
Florida
$110M +$687K +0.6% 21
DWA
7088
Delta Wealth Advisors
Indiana
$110M +$4.08M +4% 42
CWM
7089
Centricity Wealth Management
Ohio
$110M +$3.05M +3% 461
IIM
7090
InTrack Investment Management
Vermont
$110M -$33.2M -23% 112
OFG
7091
Opulen Financial Group
Virginia
$110M +$77.6K +0.1% 93
CCM
7092
Chiron Capital Management
Florida
$110M +$4.1M +4% 131
CL
7093
CVFG LLC
Indiana
$110M +$320K +0.3% 94
KC
7094
Kize Capital
New York
$110M -$1.33M -1% 7
GSWA
7095
Good Steward Wealth Advisors
Tennessee
$110M 127
SG
7096
Somerset Group
Minnesota
$110M +$451K +0.4% 64
PPWM
7097
Perissos Private Wealth Management
Oklahoma
$110M -$24M -18% 96
BCCM
7098
Black Cypress Capital Management
Florida
$110M -$5.65M -5% 30
FPW
7099
Flywheel Private Wealth
California
$110M +$922K +0.8% 87
AFA
7100
Allium Financial Advisors
Oregon
$110M 85