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
SKK
7176
Shepherd Kaplan Krochuk
Massachusetts
$122M +$6.74M +6% 61
WA
7177
Wilmar Advisors
Florida
$122M +$17.6M +17% 23
UAML
7178
US Asset Management LLC
Pennsylvania
$122M +$6.36M +6% 124
TIP
7179
Tandem Investment Partners
New Jersey
$122M +$7.05M +6% 73
SA
7180
swisspartners Advisors
Switzerland
$122M +$15.6M +15% 25
GHC
7181
Great Hill Capital
New York
$122M 38
FF
7182
Fortitude Financial
Washington
$122M +$9.03M +8% 34
JBW
7183
Journey Beyond Wealth
Georgia
$122M +$2.99M +3% 31
VWM
7184
VanWeelden Wealth Management
Ohio
$122M 19
WCM
7185
WealthTrak Capital Management
Virginia
$121M +$1.79M +1% 938
OWA
7186
ORBA Wealth Advisors
Illinois
$121M +$11.7M +11% 79
AWM
7187
Alterna Wealth Management
Texas
$121M -$3.41M -3% 116
RCA
7188
Runnymede Capital Advisors
Ohio
$121M +$12.9M +12% 74
ARA
7189
Alexander Randolph Advisory
Virginia
$121M +$9.7M +9% 53
VAM
7190
Virtue Asset Management
Illinois
$121M 95
AFA
7191
Allium Financial Advisors
Oregon
$121M -$15.4M -11% 95
II
7192
Ibex Investors
Colorado
$121M +$23M +24% 16
TWA
7193
Talisman Wealth Advisors
New Jersey
$121M +$11.2M +10% 118
DFP
7194
Defined Financial Planning
California
$121M +$7.99M +7% 76
AAA
7195
AG Asset Advisory
California
$121M +$5.47M +5% 26
PI
7196
Point72 Italy
Italy
$120M -$82.5M -41% 39
PWP
7197
Phillips Wealth Planners
Mississippi
$120M +$10.1M +9% 215
LG
7198
Lane Generational
Massachusetts
$120M +$13.2M +12% 35
LWA
7199
LifeGoal Wealth Advisors
New York
$120M +$15.1M +14% 74
BCM
7200
Barden Capital Management
Texas
$120M +$6.18M +5% 62