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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
GSEP
4651
Golden State Equity Partners
California
$185M 214
WA
4652
Waterford Advisors
New York
$185M +$13.1M +8% 54
OGF
4653
Orin Green Financial
California
$185M +$14.4M +8% 74
QPW
4654
Quantum Private Wealth
Florida
$185M +$26.9M +17% 192
NFP
4655
Narus Financial Partners
Utah
$184M +$11.2M +6% 121
C1AG
4656
Client 1st Advisory Group
Florida
$184M +$13.3M +8% 96
DFA
4657
DHJJ Financial Advisors
Illinois
$184M +$9.86M +6% 139
SFP
4658
Sterling Financial Planning
New Jersey
$184M +$16.7M +10% 95
HFA
4659
Highland Financial Advisors
New Jersey
$184M +$14.4M +8% 49
TCWM
4660
Total Clarity Wealth Management
Illinois
$184M -$12.2M -6% 255
PK
4661
Pflug Koory
Nebraska
$184M +$4.1M +2% 430
EAM
4662
Eukles Asset Management
Ohio
$184M +$12.6M +7% 227
AI
4663
Atom Investors
Texas
$184M -$16.3M -8% 336
GAG
4664
Goodman Advisory Group
Massachusetts
$184M +$11.8M +7% 182
CNBT
4665
Cornerstone National Bank & Trust
Illinois
$184M +$4.5M +3% 60
BCM
4666
Bond Capital Management
California
$184M +$41.4M +29% 5
TWA
4667
TPB Wealth Advisors
Texas
$183M -$11.2M -6% 49
SJL
4668
Shayne & Jacobs LLC
Tennessee
$183M +$3M +2% 37
AWM
4669
Arista Wealth Management
Nevada
$183M +$24.9M +16% 66
HFRG
4670
Houlihan Financial Resource Group
Virginia
$183M +$9.97M +6% 92
ICP
4671
Interchange Capital Partners
Pennsylvania
$183M +$85.2M +87% 218
GWM
4672
Gray Wealth Management
Maine
$183M +$10.7M +6% 127
TFA
4673
TPG Financial Advisors
Oregon
$183M +$18.2M +11% 50
TFCM
4674
Taylor Frigon Capital Management
Arizona
$183M +$6.71M +4% 89
TIA
4675
Tiemann Investment Advisors
California
$183M +$12.2M +7% 197