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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
PS
4776
Planned Solutions
California
$214M +$47.4M +28% 11.1% 60.8% 583 86.11%
GFPC
4777
Global Financial Private Client
Florida
$214M +$20.1M +10% 10.2% 90.4% 712 7.72%
CCM
4778
Campbell Capital Management
Florida
$214M 14.9% 46
WA
4779
Waterford Advisors
New York
$213M +$34.7M +19% 8.93% 40.5% 54 18.52%
TAM
4780
Tabor Asset Management
New York
$213M +$22.8M +12% 24.2% 199% 56 48.21%
EFM
4781
Eley Financial Management
Vermont
$213M +$17.1M +9% 9.87% 61.9% 70 5.71%
SFP
4782
Sandbox Financial Partners
Maryland
$213M +$23.9M +13% 11.6% 69.6% 98 23.47%
KFA
4783
Kelleher Financial Advisors
New York
$213M +$17.8M +9% 10.3% 73.2% 112 8.04%
CPW
4784
Catalyst Private Wealth
California
$213M +$43.8M +26% 27.7% 103% 82 15.85%
EM
4785
Excalibur Management
Massachusetts
$213M +$20.6M +11% 11.2% 68.9% 165 8.48%
SPA
4786
Sherbrooke Park Advisers
New York
$213M -$102M -32% 7.36% 9.59% 733 72.71%
TSS
4787
Thomas Story & Son
Indiana
$213M +$7.73M +4% 13.1% 91.8% 53 5.66%
BF
4788
Brooklyn FI
New York
$213M +$26.9M +14% 9.49% 42.9% 51 15.69%
SM
4789
STF Management
Texas
$213M +$24.4M +13% 15.6% 208% 108 12.96%
WMR
4790
Wealth Management Resources
Rhode Island
$213M +$5.77M +3% 7.28% 36.5% 43 18.6%
APWM
4791
Atlas Private Wealth Management
New York
$213M +$26.4M +14% 8.39% 19.8% 121 11.57%
WBC
4792
West Branch Capital
Massachusetts
$213M +$22.2M +12% 11.9% 139% 476 14.08%
HC
4793
Hillman Company
Pennsylvania
$213M +$45.6M +27% 34.1% 134% 14 7.14%
AFGAS
4794
Allegiance Financial Group Advisory Services
Virginia
$213M +$35M +20% 9.96% 62.6% 68 5.88%
CI
4795
Ceera Investments
Texas
$212M +$28.4M +15% 18.1% 47.9% 87 13.79%
CCM
4796
Crabel Capital Management
California
$212M +$88.1M +71% 5.83% 22.7% 149 65.77%
CIM
4797
Corbyn Investment Management
Maryland
$212M +$16.8M +9% 10.1% 56.1% 63 14.29%
LPP
4798
Long Path Partners
Connecticut
$212M +$12.7M +6% 15.4% 4.33% 10 20%
GGI
4799
GPM Growth Investors
Michigan
$212M +$20.9M +11% 11.9% 39 7.69%
RWM
4800
Ruedi Wealth Management
Illinois
$212M +$37.4M +21% 9.68% 44.9% 251 13.94%