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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
CHJWM
4126
Carlton Hofferkamp & Jenks Wealth Management
Texas
$212M -$6M -3% 4.25% 58.2% 133 3.76%
KWS
4127
Keystone Wealth Services
California
$212M -$11.8M -5% 3.44% 80.1% 178 12.92%
RRC
4128
Relaxing Retirement Coach
Massachusetts
$212M +$13.4M +7% 6.33% 28.6% 60 16.67%
MFGP
4129
Marshall Financial Group (Pennsylvania)
Pennsylvania
$212M -$8.54M -4% 5.53% 65.5% 55 5.45%
WCM
4130
Whitener Capital Management
North Carolina
$212M -$10.3M -5% 4.71% 98.5% 139 5.04%
DA
4131
Denali Advisors
California
$211M -$17.9M -8% 6.19% 106% 429 28.67%
KC
4132
Knuff & Co
California
$211M -$11.1M -5% 1.29% 85.8% 143 13.99%
PMA
4133
Prudent Man Advisors
Illinois
$211M -$3.13M -1% 5.03% 82.8% 180 18.33%
TA
4134
TrueWealth Advisors
Alabama
$211M -$3.96M -2% 4.47% 58.5% 179 14.53%
SCM
4135
Susquehanna Capital Management
Pennsylvania
$211M +$65.4M +45% 47.8% 40.8% 2 0%
SIM
4136
Sentry Investment Management
Wisconsin
$211M -$10.6M -5% 4.15% 103% 540 6.48%
FFA
4137
Fairfield Financial Advisors
Massachusetts
$211M -$5.42M -3% 1.74% 329 7.9%
FA
4138
Fiducient Advisors
Illinois
$211M -$55.6M -21% 5% 52.3% 85 36.47%
P2P
4139
Phase 2 Partners
California
$211M +$16.1M +8% 3.54% 25.1% 35 57.14%
OAJ
4140
Ogorek Anthony Joseph
New York
$210M -$7.1M -3% 4.3% 61.1% 223 3.14%
NWA
4141
New World Advisors
Massachusetts
$210M +$24.8M +13% 8.45% 84.1% 67 25.37%
MPW
4142
MGO Private Wealth
California
$210M 4.95% 51.5% 130
TGM
4143
Tenzing Global Management
California
$210M -$8.25M -4% 14.5% 273% 17 41.18%
BAM
4144
Baldrige Asset Management
Pennsylvania
$210M -$8.2M -4% 5.13% 43.5% 315 2.86%
RAM
4145
Roanoke Asset Management
New Jersey
$210M -$12.5M -6% 4.32% 50.3% 112 3.57%
WA
4146
Wealthstar Advisors
Texas
$210M -$49.4M -19% 6.94% 98 12.24%
PWM
4147
PRW Wealth Management
Massachusetts
$210M +$39.6M +23% 3.24% 42.3% 112 28.57%
KCMH
4148
Keywise Capital Management (HK)
Hong Kong
$210M +$93.4M +80% 2.75% 684% 20 60%
ACM
4149
Anfield Capital Management
California
$210M -$11.2M -5% 5.06% 65.2% 94 7.45%
TWA
4150
TPB Wealth Advisors
Texas
$210M -$12.4M -6% 7.41% 51 15.69%