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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
CMP
4251
Courage Miller Partners
Virginia
$289M +$24.9M +9% 4.63% 40.3% 85 11.76%
ACGA
4252
Atlanta Consulting Group Advisors
Georgia
$289M 7.4% 131
TPC
4253
Takeda Pharmaceutical Company
Japan
$289M -$38.5M -12% 6.99% 15 6.67%
WAM
4254
Wakefield Asset Management
Colorado
$289M +$19.2M +7% 11.8% 139% 181 40.33%
UFA
4255
US Financial Advisors
Massachusetts
$289M +$20.4M +8% 6.09% 12.6% 81 11.11%
PP
4256
Prosperity Planning
Missouri
$289M +$21.7M +8% 4.23% 40.5% 94 1.06%
MCF
4257
MKA Charitable Fund
California
$289M +$50.4M +21% 21.2% 1 0%
DVF
4258
Discovery Value Fund
Singapore
$289M +$69.6M +32% 34.5% 210% 11 45.45%
TLP
4259
Tri Locum Partners
New York
$288M +$69.6M +32% 32% 357% 37 62.16%
RW
4260
Regimen Wealth
Georgia
$288M +$27.1M +10% 4.73% 34.4% 69 18.84%
TFP
4261
Triune Financial Partners
Kansas
$288M +$18.7M +7% 7.42% 61.6% 34 2.94%
PWM
4262
Prentice Wealth Management
New York
$288M +$31.4M +12% 6.48% 44.2% 108 6.48%
OAJ
4263
Ogorek Anthony Joseph
New York
$288M +$12.8M +5% 7.64% 61.1% 310 15.48%
SSW
4264
Stone Summit Wealth
Florida
$288M +$26.9M +10% 8.18% 59.6% 143 4.9%
RA
4265
Rovida Advisors
Florida
$288M +$42.4M +17% 1.1% 24.8% 30 56.67%
TCWM
4266
Total Clarity Wealth Management
Illinois
$288M +$43.7M +18% 9.21% 69.7% 295 30.85%
CFP
4267
Curran Financial Partners
South Carolina
$288M +$26.6M +10% 7.3% 49.4% 84 13.1%
WRM
4268
Weybosset Research & Management
Rhode Island
$288M +$5.22M +2% 5.76% 73.4% 51 21.57%
WA
4269
Wealthstar Advisors
Texas
$287M -$339M -54% 11.4% 141 17.73%
MFS
4270
Madrona Financial Services
Washington
$287M +$33.6M +13% 6.57% 75.4% 103 22.33%
GJWM
4271
Gilliland Jeter Wealth Management
Arkansas
$287M +$45.3M +19% 12.9% 634 74.13%
BAM
4272
BOCHK Asset Management
Hong Kong
$286M +$124M +76% 43.5% 90 62.22%
MWPCG
4273
Measured Wealth Private Client Group
New Hampshire
$286M +$14.9M +5% 9.81% 84.3% 194 13.92%
JJBC
4274
James J. Burns & Company
New York
$286M -$134M -32% 7.37% 63.1% 124 34.68%
AWA
4275
Aquire Wealth Advisors
Utah
$286M +$23.1M +9% 6.23% 54.1% 46 13.04%