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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
PFA
5926
Plotkin Financial Advisors
Maryland
$241M +$41.9M +21% 26.1% 95.3% 111 10.81%
MFPI
5927
Midwest Financial Partners Investments
Minnesota
$241M +$52.2M +28% 10.9% 85 16.47%
MIM
5928
Marshall Investment Management
Colorado
$241M +$32.3M +15% 14.3% 528 53.98%
ACM
5929
Avos Capital Management
Washington
$241M -$12.3M -5% 1.84% 29 24.14%
WWM
5930
Walser Wealth Management
Florida
$241M +$18.1M +8% 3.43% 249 38.55%
WAM
5931
WealthCare Asset Management
Missouri
$241M +$147M +156% 7.56% 85 70.59%
ACM
5932
Ardent Capital Management
Ohio
$241M +$6.97M +3% 8% 77.5% 51 15.69%
PFMU
5933
Privium Fund Management (UK)
United Kingdom
$240M +$43.1M +22% 15% 37.1% 33 51.52%
KHC
5934
Koesten Hirschmann & Crabtree
Kansas
$240M +$34.9M +17% 13.7% 62.6% 52 21.15%
MSS
5935
Mitchell Sinkler & Starr
Pennsylvania
$240M +$23.5M +11% 13.9% 72.2% 160 13.75%
WFAG
5936
Worth Financial Advisory Group
North Carolina
$240M +$11.1M +5% 21.4% 82.9% 220 85.45%
GWM
5937
Grand Wealth Management
Michigan
$240M +$27.5M +13% 10.9% 54.1% 89 47.19%
CAM
5938
Cobblestone Asset Management
Virginia
$240M +$17.4M +8% 10.9% 50.6% 83 22.89%
GGI
5939
GPM Growth Investors
Michigan
$239M +$1.62M +0.7% 10% 45 11.11%
SCA
5940
Southern Capital Advisors
Tennessee
$239M +$25.9M +12% 12.9% 58.2% 91 14.29%
BFA
5941
Brown Financial Advisory
Alabama
$239M +$37.8M +19% 16.2% 66.3% 53 15.09%
CPRPA
5942
Cerity Partners Retirement Plan Advisors
New York
$239M +$43.7M +22% 12.1% 49 67.35%
VH
5943
Visionary Horizons
Tennessee
$239M +$36.3M +18% 12.1% 152 20.39%
FCFC
5944
First Citizens Financial Corp
Iowa
$239M +$27.4M +13% 15.5% 68.1% 142 7.04%
AMIM
5945
Aull & Monroe Investment Management
Alabama
$239M +$23.9M +11% 20% 96.6% 130 6.92%
RWRC
5946
R.W. Roge & Company
New York
$239M +$29.2M +14% 13.6% 68.1% 71 9.86%
CF
5947
CNA Financial
Illinois
$239M +$3.84M +2% 5.95% 48.6% 24 62.5%
BFA
5948
Bright Financial Advisors
Michigan
$239M +$20.6M +9% 8.89% 76 17.11%
KFA
5949
Kapstone Financial Advisors
Ohio
$239M +$34.7M +17% 14.8% 131% 181 18.23%
CF
5950
CDC Financial
Illinois
$239M +$81.6M +52% 16.3% 64 40.63%