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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
EA
3901
Evergreen Advisors
Tennessee
$426M +$15.8M +4% 0.04% 168 85.71%
TCWM
3902
Total Clarity Wealth Management
Illinois
$426M +$12.1M +3% 0.51% 69.7% 343 21.87%
FMTC
3903
Farmers & Merchants Trust Company
California
$426M -$12.2M -3% 0.5% 68.8% 197 9.14%
ATFA
3904
All Terrain Financial Advisors
Minnesota
$425M -$7.14M -2% 2.28% 52.8% 158 25.95%
APWA
3905
Atlas Private Wealth Advisors
New Jersey
$425M -$3.21M -0.8% 1.02% 51.6% 142 12.68%
MPPLM
3906
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$425M +$2.38M +0.6% 1.63% 130% 146 8.9%
CPIM
3907
Cypress Point Investment Management
California
$424M -$40.6M -9% 23.1% 37 29.73%
OGM
3908
OnyxPoint Global Management
New York
$424M +$65.2M +18% 45.3% 206% 52 73.08%
DF
3909
Dunhill Financial
United Kingdom
$424M +$15.5M +4% 0.28% 49% 2,117 20.03%
MP
3910
McDonald Partners
Ohio
$424M +$107M +34% 3.96% 90.7% 218 11.01%
AFWM
3911
AMJ Financial Wealth Management
Virginia
$424M +$994K +0.2% 4.71% 150% 101 26.73%
SGA
3912
Sector Gamma AS
Norway
$423M -$15.2M -3% 1.23% 28.7% 47 34.04%
DS
3913
Dalal Street
Texas
$423M +$20.8M +5% 22.4% 155% 4 25%
RS
3914
Retirement Solution
Washington
$423M -$28.7M -6% 3.86% 52.9% 70 32.86%
SWM
3915
Shakespeare Wealth Management
Wisconsin
$422M -$30.2M -7% 0.1% 49.6% 109 12.84%
GPA
3916
Guidance Point Advisors
Massachusetts
$422M -$9.2M -2% 3.37% 67.1% 98 5.1%
LSWM
3917
Lorne Steinberg Wealth Management
Canada
$422M -$12.7M -3% 2.02% 73.4% 76 15.79%
AFA
3918
AllGen Financial Advisors
Florida
$421M -$170K -0% 0.51% 39.7% 46 26.09%
WC
3919
Wealthspring Capital
New York
$421M -$2.24M -0.5% 0.48% 24.1% 241 43.15%
SCV
3920
Sands Capital Ventures
Virginia
$421M -$97.3M -19% 20.6% 182% 21 4.76%
BRM
3921
Boston Research & Management
Massachusetts
$421M -$12.7M -3% 0.86% 48.2% 122 8.2%
RAG
3922
RIA Advisory Group
Iowa
$421M +$4.84M +1% 1.28% 170 30.59%
TFP
3923
Triune Financial Partners
Kansas
$421M -$7.31M -2% 1.22% 50.6% 49 4.08%
HNB
3924
Hilltop National Bank
Wyoming
$421M +$6.91M +2% 2.01% 840 12.62%
CWM
3925
Cordatus Wealth Management
Pennsylvania
$420M -$12.3M -3% 1.11% 96.3% 197 35.03%