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
AI
7176
Axos Invest
Nevada
$136M +$2.54M +2% 24
PIA
7177
Pollock Investment Advisors
Michigan
$136M +$8.32M +7% 41
KCM
7178
Kennondale Capital Management
Virginia
$136M +$5.32M +4% 88
BCM
7179
Barrier Capital Management
California
$136M +$837K +0.6% 20
SA
7180
Seneschal Advisors
Washington
$136M -$1.97M -1% 619
VW
7181
Vantus Wealth
Pennsylvania
$136M 196
AGA
7182
Accuvest Global Advisors
Utah
$136M -$24.7M -15% 102
LFS
7183
Littlejohn Financial Services
Oregon
$136M -$1.45M -1% 68
SM
7184
Soapstone Management
Maryland
$136M -$11.6M -8% 15
WH
7185
Wallace Hart
Kentucky
$136M -$270K -0.2% 65
CFWMA
7186
Center for Wealth Management Advisory
Ohio
$136M 61
SPWM
7187
Spartan Planning & Wealth Management
North Carolina
$136M +$7.48M +6% 95
NA
7188
Networth Advisors
Pennsylvania
$135M 385
FFG
7189
Fortress Financial Group
Minnesota
$135M +$5.03M +4% 87
CC
7190
Clearwave Capital
California
$135M 138
WF
7191
Womack Financial
Texas
$135M +$3.66M +3% 70
WW
7192
Winnow Wealth
Texas
$135M +$7.64M +6% 662
KK
7193
Kotler Kevin
$135M 36
PIC
7194
Platt Investment Counsel
Florida
$135M +$8.36M +7% 13
CH
7195
CVS Health
Rhode Island
$135M +$32.4M +32% 9
SPWM
7196
Schrum Private Wealth Management
Florida
$135M -$1.12M -0.8% 130
NWS
7197
Nvest Wealth Strategies
Ohio
$135M 214
MSK
7198
Melissa S. Kampmann
$135M -$1.94M -1% 43
BFWM
7199
Bright Futures Wealth Management
New York
$135M +$7.11M +6% 173
CCP
7200
Cushing Capital Partners
Wisconsin
$135M +$7.34M +6% 89