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
SPWM
7226
Spartan Planning & Wealth Management
North Carolina
$103M -$6.29M -6% 84
DWM
7227
DKM Wealth Management
California
$103M -$2.38M -2% 56
SFP
7228
Sherwood Financial Partners
California
$103M +$2.28M +2% 8
ACMA
7229
Arbor Capital Management (Alaska)
Alaska
$103M +$1.41M +1% 102
MADFP
7230
Michael A Dubis Financial Planning
Wisconsin
$103M -$400K -0.4% 49
GBFP
7231
Golden Bell Financial Planning
Georgia
$103M +$3.45M +3% 35
ABG
7232
Ally Bridge Group
New York
$103M -$13.7M -12% 32
HWA
7233
Heritage Wealth Architects
Minnesota
$103M 33
RM
7234
RCF Management
Colorado
$103M -$25.3M -20% 1
CFP
7235
Comprehensive Financial Planning
Pennsylvania
$103M -$15.6M -13% 371
SCM
7236
Stonepine Capital Management
Oregon
$103M -$21.1M -17% 75
FLP
7237
Financial Life Planners
Arizona
$103M -$16.6M -14% 414
MHIP
7238
Mountain Hill Investment Partners
New Jersey
$102M +$4.19M +4% 194
NL
7239
NDWM LLC
California
$102M -$17.3M -14% 36
AAG
7240
Accordant Advisory Group
Maryland
$102M -$1.41M -1% 157
RF
7241
Roxbury Financial
New Jersey
$102M -$1.49M -1% 404
WN
7242
Williams & Novak
California
$102M -$1.53M -1% 150
ARA
7243
Alexander Randolph Advisory
Virginia
$102M -$5.73M -5% 53
MM
7244
Morangie Management
Florida
$102M -$20.7M -17% 27
CJ
7245
Caitlin John
Michigan
$102M -$45.2M -31% 844
KF
7246
K2 Financial
California
$102M +$1.3M +1% 60
NWA
7247
Navis Wealth Advisors
New York
$102M +$10.3M +11% 110
NFP
7248
NorthLanding Financial Partners
New York
$102M +$2.73M +3% 40
RWP
7249
Ridgeline Wealth Planning
Ohio
$102M -$2.73M -3% 40
CAG
7250
Centerpoint Advisory Group
Kansas
$102M -$1.71M -2% 98