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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
PLU
4901
Performa Ltd (US)
South Carolina
$227M -$3.04M -1% 7.82% 55.8% 59 13.56%
TWP
4902
Tempus Wealth Planning
California
$227M -$491K -0.2% 11.1% 89.9% 210 17.62%
UC
4903
Unio Capital
New Jersey
$227M +$31.8M +16% 16.4% 97.8% 40 15%
ACA
4904
AYAL Capital Advisors
Ontario, Canada
$227M -$11.4M -5% 8.7% 54 70.37%
WA
4905
Win Advisors
Florida
$227M +$6.59M +3% 12.9% 226% 93 82.8%
CCM
4906
Campbell Capital Management
Florida
$227M +$13.3M +6% 5.78% 62 45.16%
BMWM
4907
Brown Miller Wealth Management
Virginia
$227M +$26.8M +13% 16% 102% 129 10.08%
HNWA
4908
Henrickson Nauta Wealth Advisors
Michigan
$227M +$22.8M +11% 5.88% 61.6% 78 14.1%
GP
4909
Geneva Partners
Wisconsin
$227M +$46.1M +26% 23.1% 401% 81 30.86%
SC
4910
Scholtz & Company
Connecticut
$227M +$24.5M +12% 19.1% 89.2% 71 35.21%
CSB
4911
City State Bank
Iowa
$226M +$27M +14% 6.91% 72.5% 723 7.61%
CAG
4912
Compass Advisory Group
New York
$226M +$17.6M +8% 6.29% 49.2% 82 19.51%
NFG
4913
Northeast Financial Group
Pennsylvania
$226M +$22.1M +11% 4.71% 31.6% 81 17.28%
TDWM
4914
Topel & Distasi Wealth Management
California
$226M +$15.6M +7% 4.91% 40% 76 6.58%
KCM
4915
Kennicott Capital Management
California
$226M +$22.4M +11% 8.49% 85.5% 45 17.78%
AWP
4916
Accretive Wealth Partners
New Jersey
$226M +$17.9M +9% 6.54% 57.3% 141 9.93%
CIM
4917
Corbyn Investment Management
Maryland
$226M +$13.7M +6% 13.5% 71.9% 63 9.52%
DFA
4918
DHJJ Financial Advisors
Illinois
$226M +$12.1M +6% 6.99% 56.7% 824 3.4%
CPC
4919
Congress Park Capital
New York
$226M +$21.3M +10% 13% 95.6% 124 15.32%
TSWM
4920
Tyler-Stone Wealth Management
Ohio
$226M +$26.2M +13% 13.5% 1,009 10.01%
SM
4921
Sweeney & Michel
California
$226M 6.66% 110
WPW
4922
Watershed Private Wealth
Illinois
$226M +$44.9M +25% 9.18% 71.4% 130 23.08%
RFP
4923
Roth Financial Partners
Texas
$226M +$30.5M +16% 6.65% 54.3% 31 16.13%
LEFP
4924
Leading Edge Financial Planning
Tennessee
$226M +$33M +17% 4.96% 44.4% 62 16.13%
FWM
4925
Fonville Wealth Management
Virginia
$226M +$37.2M +20% 5.41% 98 16.33%