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
WH
7151
Wallace Hart
Kentucky
$136M -$270K -0.2% 65
SPWM
7152
Spartan Planning & Wealth Management
North Carolina
$136M +$7.48M +6% 95
NA
7153
Networth Advisors
Pennsylvania
$135M 385
FFG
7154
Fortress Financial Group
Minnesota
$135M +$5.03M +4% 87
CCL
7155
Clearwave Capital, LLC
California
$135M 138
WF
7156
Womack Financial
Texas
$135M +$3.66M +3% 70
WW
7157
Winnow Wealth
Texas
$135M +$7.64M +6% 662
KK
7158
Kotler Kevin
$135M 36
PIC
7159
Platt Investment Counsel
Florida
$135M +$8.36M +7% 13
CH
7160
CVS Health
Rhode Island
$135M +$32.4M +32% 9
SPWM
7161
Schrum Private Wealth Management
Florida
$135M -$1.12M -0.8% 130
NWS
7162
Nvest Wealth Strategies
Ohio
$135M 214
MSK
7163
Melissa S. Kampmann
$135M -$1.94M -1% 43
BFWM
7164
Bright Futures Wealth Management
New York
$135M +$7.11M +6% 173
CCP
7165
Cushing Capital Partners
Wisconsin
$135M +$7.34M +6% 89
BGI
7166
B Group Inc
Texas
$135M +$30.4M +29% 22
GTWM
7167
Global Trust Wealth Management
Florida
$135M 84
MAM
7168
Maytree Asset Management
Hong Kong
$135M +$23.7M +21% 20
GIM
7169
Guild Investment Management
California
$135M +$8.88M +7% 58
DI
7170
Dalton Investments
Nevada
$135M -$14.4M -10% 20
WA
7171
WPG Advisers
Maryland
$135M +$5.79M +4% 1,538
EF
7172
Entrust Financial
Pennsylvania
$135M 420
PWM
7173
Peterson Wealth Management
Nevada
$135M -$9.72M -7% 46
FPCL
7174
FLAX POND CAPITAL, LLC
Massachusetts
$135M 51
SAM
7175
Steinberg Asset Management
New York
$134M -$4.78M -3% 41