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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
WMWM
3651
Whitaker-Myers Wealth Managers
Ohio
$479M +$20.7M +5% 1.62% 69.5% 132 25%
ACM
3652
Aisling Capital Management
New York
$479M +$22.5M +5% 47.6% 701% 15 20%
KCM
3653
Kendall Capital Management
Maryland
$478M +$34.5M +8% 2.92% 84.4% 242 9.09%
VAS
3654
Valicenti Advisory Services
New York
$478M +$11.7M +3% 5.28% 119% 84 13.1%
SP
3655
Stonebrook Private
Michigan
$478M +$14.8M +3% 2.3% 225 14.67%
MWP
3656
Moller Wealth Partners
$478M -$1.97M -0.4% 1.42% 41.4% 71 4.23%
PCA
3657
Peddock Capital Advisors
Massachusetts
$477M +$13.4M +3% 3.32% 104% 167 8.38%
EFA
3658
Evernest Financial Advisors
Indiana
$477M +$120M +34% 3.92% 214 25.7%
RPSA
3659
Richard P. Slaughter Associates
Texas
$477M +$12.9M +3% 2.04% 51% 114 8.77%
PWP
3660
Precedent Wealth Partners
Texas
$477M +$22.7M +5% 2.13% 177 8.47%
AW
3661
Avion Wealth
Texas
$477M +$10.6M +2% 1.81% 45.4% 1,669 15.58%
CAG
3662
Curtis Advisory Group
California
$477M +$35.6M +8% 1.46% 67.6% 118 11.02%
CA
3663
Crumly & Associates
Illinois
$477M +$19.4M +4% 1.28% 55.2% 216 16.67%
HW
3664
Hedeker Wealth
Illinois
$477M -$4.61M -1% 6% 120% 94 9.57%
CM
3665
CoreCommodity Management
Connecticut
$476M -$74.5M -14% 9.25% 74.3% 134 17.91%
C
3666
Cliffwater
California
$476M +$1.7M +0.4% 2.61% 28.5% 22 0%
HSG
3667
Helen Stephens Group
Texas
$476M +$25.8M +6% 2.06% 49.5% 124 18.55%
KMWM
3668
Keudell/Morrison Wealth Management
Oregon
$476M 3.3% 232
F
3669
FIFTHDELTA
United Kingdom
$476M +$156M +49% 2.53% 23.9% 10 50%
AFGAS
3670
Allegiance Financial Group Advisory Services
Virginia
$476M +$41.1M +9% 2.89% 62.6% 195 25.13%
MCA
3671
Magnolia Capital Advisors
Mississippi
$476M +$92.7M +24% 2.15% 64.9% 273 16.48%
EAM
3672
Exane Asset Management
France
$475M +$179M +60% 3.72% 77.5% 46 52.17%
KV
3673
Kickstand Ventures
New York
$475M +$20.2M +4% 2.17% 51.4% 136 19.12%
KWS
3674
Keystone Wealth Services
California
$475M +$16.2M +4% 3% 61.6% 321 31.78%
BFA
3675
Benedict Financial Advisors
Georgia
$474M +$13.2M +3% 2.08% 62% 135 5.19%