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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
4FG
5901
4Thought Financial Group
New York
$162M +$1.12M +0.7% 109
FWM
5902
Finer Wealth Management
Massachusetts
$162M +$7.02M +5% 81
BFP
5903
Beacon Financial Planning
Massachusetts
$162M +$14.8M +10% 45
TCFP
5904
Treasure Coast Financial Planning
Florida
$162M +$10.4M +7% 35
GWAM
5905
Guardian Wealth Advisors (Minnesota)
Minnesota
$162M +$8.25M +5% 84
WBWA
5906
William B. Walkup & Associates
South Carolina
$162M +$8.96M +6% 161
MWM
5907
Meritas Wealth Management
California
$162M +$19.8M +14% 51
VBWMG
5908
Von Berge Wealth Management Group
California
$162M +$4.32M +3% 70
SIA
5909
Schear Investment Advisers
Ohio
$162M +$23.1M +17% 86
GPA
5910
Garrison Point Advisors
California
$162M +$10.1M +7% 148
DJYG
5911
David J. Yvars Group
Florida
$161M +$1.67M +1% 85
HG
5912
Herbst Group
Connecticut
$161M -$3.01M -2% 69
DC
5913
Destiny Capital
Colorado
$161M +$15M +10% 50
WAM
5914
Walker Asset Management
Missouri
$161M +$12.7M +9% 147
WAC
5915
William Allan Corp
Colorado
$161M +$11.6M +8% 53
CCM
5916
Clearfield Capital Management
New York
$161M +$49.9M +45% 8
RMSCM
5917
R.M. Sincerbeaux Capital Management
New York
$161M +$8.83M +6% 37
PFS
5918
Prospect Financial Services
New York
$161M +$31M +24% 108
GPI
5919
General Partner Inc
Pennsylvania
$161M +$4.44M +3% 164
LHA
5920
Little Harbor Advisors
Massachusetts
$161M +$6.06M +4% 8
MAM
5921
McCarthy Asset Management
California
$161M -$8.8M -5% 41
HC
5922
Hara Capital
Washington
$161M +$4.49M +3% 304
MFA
5923
Millington Financial Advisors
Illinois
$160M +$16.4M +11% 87
MPM
5924
Mountaineer Partners Management
New York
$160M -$31.8M -17% 19
FFG
5925
Foundry Financial Group
New Hampshire
$160M +$15M +10% 60