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
SWA
7501
Strategic Wealth Advisors
Arizona
$117M 260
S2L
7502
Sparta 24 Ltd
Israel
$117M +$7.4M +7% 9
CCM
7503
Clutterbuck Capital Management
Ohio
$117M 8
AMG
7504
APS Management Group
California
$117M +$3.92M +3% 79
CA
7505
Chatterton & Associates
California
$117M 84
LIP
7506
Landmark Investment Partners
Florida
$117M -$5.34M -4% 65
AAA
7507
AG Asset Advisory
California
$117M -$3.86M -3% 28
LRWM
7508
Lord & Richards Wealth Management
Colorado
$116M +$7.24M +7% 53
KF
7509
Kelsey Financial
California
$116M 62
PWM
7510
Pursuit Wealth Management
Florida
$116M 118
MFGI
7511
Macco Financial Group, Inc.
Wisconsin
$116M 19
CF
7512
Conquis Financial
California
$116M +$10.7M +10% 68
TCM
7513
Tao Capital Management
California
$116M -$16M -12% 10
HPM
7514
Hudson Portfolio Management
New York
$116M +$3.27M +3% 113
RC
7515
Rangeley Capital
Connecticut
$116M +$9.59M +9% 169
AWA
7516
Asempa Wealth Advisors
Louisiana
$116M 113
ARA
7517
Approach Retirement Advisors
Alabama
$116M 78
TFSL
7518
Targeted Financial Services LLC
Florida
$116M 52
NC
7519
North Capital
Utah
$116M -$13.2M -10% 732
VFO
7520
Virtus Family Office
Texas
$116M +$9.18M +9% 67
SFP
7521
Sherwood Financial Partners
California
$116M +$1.37M +1% 9
MWM
7522
McCartney Wealth Management
Missouri
$116M 61
PPWM
7523
Perissos Private Wealth Management
Oklahoma
$116M -$21.5M -16% 85
KSB
7524
Kennebec Savings Bank
Maine
$116M +$6.08M +6% 259
SGM
7525
Sellaronda Global Management
New York
$116M +$2.47M +2% 9