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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
FPN
5526
Financial Planning Navigators
Minnesota
$228M +$10.3M +5% 52
USB
5527
Union Savings Bank
Connecticut
$228M -$2.72M -1% 329
FIA
5528
FNY Investment Advisers
New York
$228M -$124M -35% 1,167
EWS
5529
Eagle Wealth Strategies
New Jersey
$228M +$13.3M +6% 123
APSI
5530
Asset Planning Services Inc
Louisiana
$228M +$1.7M +0.8% 35
HFA
5531
Hippocratic Financial Advisors
California
$228M +$11.1M +5% 34
CI
5532
Ceera Investments
Texas
$228M -$30.9M -12% 103
FAM
5533
Forte Asset Management
New York
$228M +$7.65M +3% 79
BWA
5534
BlueChip Wealth Advisors
Georgia
$228M -$10.1M -4% 171
CWA
5535
Cascade Wealth Advisors
Washington
$228M +$10.9M +5% 60
FF
5536
Financial Futures
New Jersey
$228M +$11.9M +6% 79
ATWA
5537
Arbor Trust Wealth Advisors
Michigan
$228M -$1.05M -0.5% 92
EI
5538
eCIO Inc
Wisconsin
$228M +$12.9M +6% 195
MWM
5539
Maripau Wealth Management
Indiana
$227M +$10M +5% 177
PCA
5540
Purkiss Capital Advisors
Connecticut
$227M +$14.1M +7% 178
CFC
5541
Client First Capital
California
$227M -$6.67M -3% 30
BF
5542
Brogan Financial
Tennessee
$227M -$1.45M -0.6% 59
GSF
5543
Grove Street Fiduciary
New Hampshire
$227M -$12.2M -5% 79
SWM
5544
Shelton Wealth Management
Texas
$227M -$2.26M -1% 158
KW
5545
Keyvantage Wealth
Pennsylvania
$227M -$6.86M -3% 103
PCG
5546
PFC Capital Group
California
$227M -$15.8M -7% 92
SIA
5547
Schear Investment Advisers
Ohio
$227M -$5.58M -2% 81
ORG
5548
Optimist Retirement Group
Washington
$227M +$8.47M +4% 130
HHWM
5549
Hiley Hunt Wealth Management
Nebraska
$227M +$3.25M +1% 52
DCM
5550
Dudley Capital Management
Virginia
$227M -$1.3M -0.6% 145