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
LRWM
7476
Lord & Richards Wealth Management
Colorado
$116M +$7.24M +7% 53
KF
7477
Kelsey Financial
California
$116M 62
PWM
7478
Pursuit Wealth Management
Florida
$116M 118
MFGI
7479
Macco Financial Group, Inc.
Wisconsin
$116M 19
CF
7480
Conquis Financial
California
$116M +$10.7M +10% 68
TCM
7481
Tao Capital Management
California
$116M -$16M -12% 10
HPM
7482
Hudson Portfolio Management
New York
$116M +$3.27M +3% 113
RC
7483
Rangeley Capital
Connecticut
$116M +$9.59M +9% 169
AWA
7484
Asempa Wealth Advisors
Louisiana
$116M 113
ARA
7485
Approach Retirement Advisors
Alabama
$116M 78
TFSL
7486
Targeted Financial Services LLC
Florida
$116M 52
NC
7487
North Capital
Utah
$116M -$13.2M -10% 732
VFO
7488
Virtus Family Office
Texas
$116M +$9.18M +9% 67
SFP
7489
Sherwood Financial Partners
California
$116M +$1.37M +1% 9
MWM
7490
McCartney Wealth Management
Missouri
$116M 61
PPWM
7491
Perissos Private Wealth Management
Oklahoma
$116M -$21.5M -16% 85
KSB
7492
Kennebec Savings Bank
Maine
$116M +$6.08M +6% 259
SGM
7493
Sellaronda Global Management
New York
$116M +$2.47M +2% 9
SFGM
7494
Stonebridge Financial Group (Missouri)
Missouri
$116M 159
IVMX
7495
Institutional Venture Management XV
California
$116M -$15.9M -12% 3
SGFG
7496
Silver Grove Financial Group
New York
$115M +$10.1M +10% 152
SCM
7497
Susquehanna Capital Management
Pennsylvania
$115M -$37.4M -24% 1
4A
7498
4Wealth Advisors
Illinois
$115M +$7.31M +7% 145
OM
7499
OV Management
Minnesota
$115M -$2.46M -2% 56
AWA
7500
A4 Wealth Advisors
North Carolina
$115M -$3.22M -3% 178