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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
FWM
6001
Finer Wealth Management
Massachusetts
$134M +$9.21M +7% 81
PSC
6002
Prentiss Smith & Co
Vermont
$134M -$1.42M -1% 67
HPC
6003
Highland Peak Capital
Connecticut
$134M -$40M -23% 22
CGI
6004
Calixto Global Investors
Florida
$134M +$30.6M +30% 12
MFG
6005
Midwest Financial Group
Kansas
$134M +$15.8M +13% 101
UMC
6006
UNC Management Company
North Carolina
$134M +$29.9M +29% 2
SP
6007
Successful Portfolios
Florida
$134M +$21M +19% 173
IFPL
6008
Investments & Financial Planning LLC
Kentucky
$134M +$21.4M +19% 35
VIA
6009
Virtus Investment Advisers
Connecticut
$134M -$13.5M -9% 388
PRI
6010
Prepared Retirement Institute
Pennsylvania
$133M 75
ICP
6011
Interchange Capital Partners
Pennsylvania
$133M +$7.68M +6% 162
KL
6012
KilterHowling LLC
Colorado
$133M +$19.8M +17% 53
MWM
6013
Meritas Wealth Management
California
$133M +$2.83M +2% 52
DFA
6014
DHK Financial Advisors
New Hampshire
$133M +$21.1M +19% 71
BC
6015
Barnett & Company
Tennessee
$133M +$5.3M +4% 78
BAM
6016
Boyar Asset Management
New York
$133M +$5.88M +5% 83
GIM
6017
Greenwich Investment Management
Connecticut
$133M +$6.93M +5% 43
IIM
6018
InTrack Investment Management
Vermont
$133M +$19.5M +17% 143
GHA
6019
Granite Harbor Advisors
Texas
$133M +$8.71M +7% 80
ACMA
6020
Arbor Capital Management (Alaska)
Alaska
$133M +$20.8M +19% 111
FF
6021
Financial Futures
New Jersey
$133M +$10.7M +9% 54
GC
6022
Grizzlyrock Capital
Illinois
$133M 20
TP
6023
Teca Partners
Texas
$133M +$15.4M +13% 19
BA
6024
Ballew Advisors
Mississippi
$133M +$11.6M +10% 104
WCM
6025
Washburn Capital Management
Florida
$133M +$14.6M +12% 52