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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
WF
4801
Whelan Financial
California
$243M +$19M +8% 43
HIM
4802
HGC Investment Management
Ontario, Canada
$243M +$25.4M +12% 127
PWM
4803
Proathlete Wealth Management
Florida
$243M +$31.5M +15% 59
BIP
4804
Blue Investment Partners
California
$243M +$22M +10% 52
EWM
4805
Elmwood Wealth Management
California
$243M +$18M +8% 132
GB
4806
Goepper Burkhardt
South Carolina
$242M +$21.6M +10% 84
CWA
4807
Consilio Wealth Advisors
Washington
$242M +$19.5M +9% 76
MAM
4808
Mirabaud Asset Management
United Kingdom
$242M +$25.2M +12% 53
KSWA
4809
Kathleen S. Wright Associates
Pennsylvania
$242M +$24.6M +11% 298
PP
4810
Pacifica Partners
Canada
$242M +$9.2M +4% 552
SL
4811
SWMG LLC
Texas
$242M +$17.5M +8% 130
CJH
4812
Christopher J. Hasenberg
Wisconsin
$242M +$21.4M +10% 188
BO
4813
Bank OZK
Arkansas
$242M +$11.1M +5% 153
AFA
4814
Alta Fundamental Advisers
New York
$242M +$12.8M +6% 29
MWM
4815
Mindset Wealth Management
Indiana
$242M 128
BFS
4816
Burkett Financial Services
South Carolina
$242M +$47.1M +24% 228
HFRG
4817
Houlihan Financial Resource Group
Virginia
$242M +$95.2M +65% 107
LWM
4818
Long Walk Management
Connecticut
$242M +$29.9M +14% 12
PAWA
4819
Palo Alto Wealth Advisors
California
$242M +$96.9M +67% 52
WSWA
4820
Warren Street Wealth Advisors
California
$242M +$41M +20% 108
AIA
4821
Armor Investment Advisors
North Carolina
$241M +$24.6M +11% 162
TDWM
4822
Topel & Distasi Wealth Management
California
$241M +$13.6M +6% 78
TPW
4823
Tiller Private Wealth
Pennsylvania
$241M +$13.4M +6% 59
MFG
4824
Monte Financial Group
Connecticut
$241M +$14.7M +6% 85
LWM
4825
Luminvest Wealth Management
Arizona
$241M +$28.1M +13% 36