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
7426
Shepherd Kaplan Krochuk
Massachusetts
$119M -$2.13M -2% 64
MW
7427
Marrick Wealth
California
$119M -$3.25M -3% 58
HAP
7428
Harbor Asset Planning
Massachusetts
$119M +$1.86M +2% 455
TCM
7429
Tao Capital Management
California
$119M +$2.65M +2% 8
SF
7430
Schaeffer Financial
Maryland
$119M +$4.21M +4% 25
MWML
7431
M Wealth Management LLC
California
$119M +$3.89M +3% 56
PIA
7432
Prakash Investment Advisors
Massachusetts
$119M -$13M -10% 76
MWM
7433
McCartney Wealth Management
Missouri
$119M +$2.89M +2% 65
FC
7434
Farley Capital
New York
$119M -$12.8M -10% 18
HPM
7435
Hudson Portfolio Management
New York
$119M +$2.57M +2% 113
WKSWA
7436
White Knight Strategic Wealth Advisors
New Jersey
$119M -$18M -13% 96
SFGM
7437
Stonebridge Financial Group (Missouri)
Missouri
$119M +$3.07M +3% 178
KCWM
7438
Kane Co Wealth Management
Iowa
$119M +$5.19M +5% 54
KL
7439
Keenan LLC
Massachusetts
$119M +$4.81M +4% 42
CWM
7440
ClientFirst Wealth Management
Arkansas
$118M -$6.07M -5% 52
WPM
7441
Worldly Partners Management
Massachusetts
$118M -$15.7M -12% 3
WCM
7442
Washington Capital Management
Washington
$118M -$4.82M -4% 124
EFG
7443
Elm3 Financial Group
Georgia
$118M -$2.17M -2% 121
TCK
7444
Topor & Co Korea
$118M -$14.5M -11% 18
CWM
7445
C2C Wealth Management
Arizona
$118M -$392K -0.3% 95
AIA
7446
Aventus Investment Advisors
Florida
$118M -$5.18M -4% 155
GCGDR
7447
Genoa Capital Gestora de Recursos
$118M -$39.6M -25% 15
BCA
7448
Buckley Capital Advisors
Florida
$118M +$3.07M +3% 16
NC
7449
North Capital
Utah
$118M +$2.01M +2% 97
PCMU
7450
Paragon Capital Management (Utah)
Utah
$118M -$11.2M -9% 90