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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
AIFAIM
5501
American Institute for Advanced Investment Management
Arizona
$107M -$7.09M -6% 114
WFS
5502
Walker Financial Services
Kentucky
$107M +$4.31M +4% 25
APC
5503
Asset Planning Corporation
Tennessee
$107M -$8.24M -7% 36
BHH
5504
Baker Hughes Holdings
Texas
$107M -$51.2M -32% 1
LAI
5505
Legal Advantage Investments
California
$107M +$4.14M +4% 83
NCM
5506
Northland Capital Management
Minnesota
$107M -$2.1M -2% 30
CWM
5507
Cadence Wealth Management
Massachusetts
$106M +$9.96M +10% 38
LFA
5508
Legend Financial Advisors
Pennsylvania
$106M +$9.65M +10% 236
PPW
5509
PACK Private Wealth
Minnesota
$106M -$3.25M -3% 35
PKC
5510
Palmer Knight Company
Florida
$106M +$765K +0.7% 29
HHRDM
5511
H&H Retirement Design & Management
Nevada
$106M -$30.8M -22% 73
AFS
5512
AFG Fiduciary Services
Massachusetts
$106M -$8.95M -8% 92
SA
5513
SWM Advisors
Florida
$106M -$3.65M -3% 29
CP
5514
Camelot Portfolios
Ohio
$106M -$59.8M -36% 217
AWM
5515
Aspire Wealth Management
Massachusetts
$106M -$2.47M -2% 189
C
5516
CEDRUS
Colorado
$106M +$3.45M +3% 138
CAM
5517
Costello Asset Management
Pennsylvania
$106M -$9.59M -8% 241
MCA
5518
Morris Capital Advisors
Pennsylvania
$106M -$6.04M -5% 53
BWIA
5519
Bryant Woods Investment Advisors
New York
$106M +$46K +0% 41
MSDF
5520
Michael & Susan Dell Foundation
New York
$106M -$24.3M -19% 4
ZR
5521
Zeno Research
New York
$106M +$14.4M +16% 35
GWM
5522
GoalFusion Wealth Management
Texas
$106M -$979K -0.9% 18
MFG
5523
Monumental Financial Group
Maryland
$106M -$3.23M -3% 38
DWM
5524
Denver Wealth Management
Colorado
$106M +$9.79M +10% 60
VAM
5525
Vert Asset Management
California
$106M -$2.52M -2% 41