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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
WFS
5676
Walker Financial Services
Kentucky
$107M +$4.31M +4% 5.28% 18.9% 25 20%
APC
5677
Asset Planning Corporation
Tennessee
$107M -$8.24M -7% 5.62% 44.5% 36 11.11%
BHH
5678
Baker Hughes Holdings
Texas
$107M -$51.2M -32% 31.5% 38.6% 1 0%
LAI
5679
Legal Advantage Investments
California
$107M +$4.14M +4% 4.42% 105% 83 19.28%
NCM
5680
Northland Capital Management
Minnesota
$107M -$2.1M -2% 6.96% 36.1% 30 50%
CWM
5681
Cadence Wealth Management
Massachusetts
$106M +$9.96M +10% 8.52% 56.4% 38 31.58%
LFA
5682
Legend Financial Advisors
Pennsylvania
$106M +$9.65M +10% 3.72% 117% 236 88.14%
PPW
5683
PACK Private Wealth
Minnesota
$106M -$3.25M -3% 5.78% 52.8% 35 0%
CP
5684
Camelot Portfolios
Ohio
$106M -$60.1M -36% 6.28% 41.3% 220 29.09%
PKC
5685
Palmer Knight Company
Florida
$106M +$765K +0.7% 2.38% 78.9% 29 10.34%
SL
5686
Stevard LLC
Illinois
$106M 10.4% 49
HHRDM
5687
H&H Retirement Design & Management
Nevada
$106M -$30.8M -22% 6.42% 38.4% 73 4.11%
AFS
5688
AFG Fiduciary Services
Massachusetts
$106M -$8.95M -8% 3.5% 61.9% 92 23.91%
SA
5689
SWM Advisors
Florida
$106M -$3.65M -3% 4.5% 29 31.03%
AWM
5690
Aspire Wealth Management
Massachusetts
$106M -$2.47M -2% 5.3% 26% 189 13.23%
C
5691
CEDRUS
Colorado
$106M +$3.45M +3% 4.48% 19.8% 139 14.39%
CAM
5692
Costello Asset Management
Pennsylvania
$106M -$9.59M -8% 4.44% 65.9% 241 10.37%
MCA
5693
Morris Capital Advisors
Pennsylvania
$106M -$6.04M -5% 3.01% 72.9% 53 1.89%
BWIA
5694
Bryant Woods Investment Advisors
New York
$106M +$46K +0% 4.96% 66.3% 41 14.63%
MSDF
5695
Michael & Susan Dell Foundation
New York
$106M -$24.3M -19% 15.6% 238% 4 0%
IWP
5696
Insight Wealth Partners
Texas
$106M -$27.1M -20% 1.78% 63.2% 61 8.2%
ZR
5697
Zeno Research
New York
$106M +$14.4M +16% 9.9% 25.2% 35 71.43%
GWM
5698
GoalFusion Wealth Management
Texas
$106M -$979K -0.9% 5.32% 43.6% 18 0%
MFG
5699
Monumental Financial Group
Maryland
$106M -$3.23M -3% 4.41% 18.2% 38 18.42%
DWM
5700
Denver Wealth Management
Colorado
$106M +$9.79M +10% 4.26% 64.4% 60 26.67%