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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
AFA
3926
AllGen Financial Advisors
Florida
$421M -$170K -0% 0.51% 39.7% 46 26.09%
WC
3927
Wealthspring Capital
New York
$421M -$2.24M -0.5% 0.5% 23.6% 241 43.15%
SCV
3928
Sands Capital Ventures
Virginia
$421M -$97.3M -19% 20.6% 167% 21 4.76%
BRM
3929
Boston Research & Management
Massachusetts
$421M -$12.7M -3% 0.86% 52.1% 122 8.2%
RAG
3930
RIA Advisory Group
Iowa
$421M +$4.84M +1% 1.28% 170 30.59%
TFP
3931
Triune Financial Partners
Kansas
$421M -$7.31M -2% 1.22% 61.6% 49 4.08%
HNB
3932
Hilltop National Bank
Wyoming
$421M +$6.91M +2% 2.01% 840 12.62%
CWM
3933
Cordatus Wealth Management
Pennsylvania
$420M -$12.3M -3% 1.11% 96.3% 197 35.03%
MG
3934
MilWealth Group
Wisconsin
$420M +$29.5K +0% 0.89% 36.8% 84 15.48%
HWMG
3935
Hurlow Wealth Management Group
Indiana
$420M +$11.6M +3% 0.81% 55.8% 124 6.45%
AI
3936
ArchPoint Investors
Florida
$420M -$1.65M -0.4% 0.16% 111% 84 11.9%
MIC
3937
Meridian Investment Counsel
California
$420M +$4.89M +1% 2.35% 103% 249 8.84%
IMA
3938
Investment Management Associates
Colorado
$420M +$57.2M +16% 1.09% 51.6% 33 24.24%
PGWM
3939
Parisi Gray Wealth Management
New Jersey
$420M -$20.7M -5% 4.86% 120% 143 9.79%
CMHI
3940
CVC Management Holdings II
Jersey
$420M -$175M -29% 1.3% 4 25%
FPTW
3941
Franklin, Parlapiano, Turner & Welch
Texas
$420M +$17M +4% 0.28% 41.6% 56 8.93%
WCG
3942
Weaver Consulting Group
California
$420M +$10.6M +3% 0.86% 50.5% 284 8.8%
HIP
3943
Harrell Investment Partners
Texas
$419M -$4.85M -1% 0.14% 105% 148 16.89%
SWRP
3944
Summit Wealth & Retirement Planning
California
$419M -$5.59M -1% 1.11% 67.6% 117 11.97%
CWAF
3945
Core Wealth Advisors (Florida)
Florida
$419M +$33.6M +9% 2.15% 59.7% 117 22.22%
FPW
3946
Fairvoy Private Wealth
Alabama
$419M -$27.7M -6% 0.06% 231 30.3%
MFS
3947
Mattson Financial Services
Michigan
$419M -$9.44M -2% 1.47% 242 29.34%
MMG
3948
Monetary Management Group
Missouri
$419M -$13.8M -3% 1.51% 138% 339 6.49%
DBRC
3949
D.B. Root & Company
Pennsylvania
$419M +$8.69M +2% 0.4% 57.3% 208 17.79%
PIMC
3950
Praesidium Investment Management Company
New York
$419M -$121M -22% 17.7% 60.5% 12 0%