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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
CGFA
4301
Colton Groome Financial Advisors
North Carolina
$351M +$2.4M +0.7% 145
TFA
4302
Trinity Financial Advisors
Ohio
$351M -$6.38M -2% 97
LWMM
4303
Legacy Wealth Management (Mississippi)
Mississippi
$351M -$23.7M -6% 115
FFO
4304
Fiduciary Family Office
Florida
$351M +$2.96M +0.9% 201
PC
4305
PhiloSmith Capital
Connecticut
$351M -$13M -4% 23
SMC
4306
Spider Management Company
Virginia
$351M +$126M +56% 6
SC
4307
Steph & Co
Wisconsin
$351M +$3.58M +1% 323
HA
4308
Hamel Associates
New Jersey
$351M +$18.8M +6% 85
HIA
4309
HTG Investment Advisors
Connecticut
$350M +$25M +8% 86
UB
4310
Umpqua Bank
Oregon
$350M -$9.57M -3% 162
SL
4311
SWMG LLC
Texas
$350M -$10M -3% 134
WMP
4312
Wealth Management Partners
Arizona
$350M -$342K -0.1% 157
RFS
4313
Retirement Financial Solutions
Tennessee
$350M +$8.19M +2% 56
BC
4314
Bruce & Co
Illinois
$350M +$27.1M +8% 41
WFA
4315
Websterrogers Financial Advisors
South Carolina
$350M +$5.09M +1% 100
PCM
4316
Pennsylvania Capital Management
Pennsylvania
$349M -$15.9M -4% 117
SA
4317
SRH Advisors
Kansas
$349M +$2.16M +0.6% 304
MC
4318
Merck & Co
New Jersey
$349M +$73.2M +26% 14
KFG
4319
Kingdom Financial Group
Arizona
$349M +$25.8M +8% 943
LAS
4320
Lloyd Advisory Services
Georgia
$349M +$91.6M +36% 1,081
KM
4321
KP Management
Minnesota
$349M +$28.3M +9% 68
CCM
4322
Carmel Capital Management
California
$349M +$19.2M +6% 25
EPW
4323
Endeavor Private Wealth
Kansas
$349M -$128K -0% 219
IWMA
4324
Ironwood Wealth Management (Arizona)
Arizona
$349M +$8.58M +3% 47
CCMI
4325
Creative Capital Management Investments
California
$348M +$17.1M +5% 354