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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
WP
5801
Wealthspan Partners
Iowa
$96.8M -$13.5M -12% 71
LFA
5802
Legend Financial Advisors
Pennsylvania
$96.8M -$60.6M -39% 51
BWS
5803
BCR Wealth Strategies
Alabama
$96.8M -$7.78M -7% 125
WFS
5804
Widmann Financial Services
Maryland
$96.6M -$16.2M -14% 91
HPM
5805
Hudson Portfolio Management
New York
$96.6M -$16.2M -14% 111
PCM
5806
Perkins Capital Management
Minnesota
$96.6M -$25.4M -21% 115
CGH
5807
CMG Global Holdings
Texas
$96.6M -$25.9M -21% 84
CWM
5808
Cadence Wealth Management
Massachusetts
$96.5M -$33.8M -26% 39
JSMC
5809
Jess S. Morgan & Co
California
$96.4M -$41M -30% 47
MP
5810
Marlowe Partners
New York
$96.4M -$37.6M -28% 8
VBWMG
5811
Von Berge Wealth Management Group
California
$96.2M -$13.5M -12% 65
ACM
5812
Anabranch Capital Management
Connecticut
$96.2M -$49.4M -34% 7
HA
5813
Hofer & Associates
California
$96.1M -$17.5M -15% 52
MWM
5814
Moulton Wealth Management
Washington
$96.1M $0 0% 17
TC
5815
Tenret Company
Florida
$96M -$14.9M -13% 32
ICM
5816
Islay Capital Management
Texas
$96M -$24.2M -20% 343
RF
5817
Robbins Farley
New Hampshire
$96M -$37M -28% 175
LF
5818
LifeSteps Financial
California
$95.9M -$39.3M -29% 83
SPAS
5819
Spectrum Planning & Advisory Services
California
$95.9M -$13.5M -12% 49
BIA
5820
Benchmark Investment Advisors
Illinois
$95.9M -$37.1M -28% 155
GAMA
5821
Graticule Asia Macro Advisors
New York
$95.8M -$79.7M -45% 94
BW
5822
Basepoint Wealth
Iowa
$95.8M -$12.7M -12% 90
LP
5823
Lloyd Park
Illinois
$95.6M +$4.95M +5% 92
AEPLI
5824
AH Equity Partners LSV II
California
$95.6M -$43.3M -31% 4
BAM
5825
Broadcrest Asset Management
Florida
$95.6M -$24.7M -21% 9