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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
TC
6051
Tenret Company
Florida
$144M +$2.61M +2% 0.42% 32 6.25%
EIM
6052
Ervin Investment Management
Washington
$144M +$1.59M +1% 3.92% 84.3% 39 10.26%
NAMNJ
6053
NorthStar Asset Management (New Jersey)
New Jersey
$144M +$12.3M +9% 6.39% 84 13.1%
FAFN
6054
First Affirmative Financial Network
Colorado
$144M +$8.43M +6% 3.32% 275 12.73%
MFA
6055
Millington Financial Advisors
Illinois
$144M +$3.68M +3% 2.45% 61% 87 19.54%
RWM
6056
Revisor Wealth Management
Ohio
$144M -$77.2M -35% 2.99% 62.8% 198 24.75%
ASI
6057
Advisory Services & Investments
Oregon
$144M -$1.05M -0.7% 0.2% 19.9% 37 5.41%
UIA
6058
Ulland Investment Advisors
Minnesota
$144M +$18.6M +15% 6.84% 154% 247 15.38%
AWS
6059
Aspen Wealth Strategies
Colorado
$144M -$991K -0.7% 0.74% 57% 78 8.97%
DWM
6060
Defined Wealth Management
Oregon
$144M +$4.56M +3% 2.06% 70.3% 109 7.34%
KSWWM
6061
Keyes Stange & Wooten Wealth Management
Florida
$144M +$30.2M +27% 0.4% 68 8.82%
LWP
6062
Laurel Wealth Planning
Minnesota
$144M -$6.84M -5% 0.92% 41.6% 54 7.41%
UWM
6063
Udine Wealth Management
Florida
$144M -$1.47M -1% 6.33% 127% 30 30%
RVM
6064
Robinson Value Management
Texas
$144M -$5.46M -4% 0.54% 60.9% 73 5.48%
TP
6065
Teca Partners
Texas
$144M -$14M -9% 1.41% 86.3% 13 15.38%
FRA
6066
FFG Retirement Advisors
Colorado
$143M +$1.49M +1% 0.83% 41.1% 48 10.42%
LAM
6067
Lakewood Asset Management
Illinois
$143M -$3.66M -2% 1.02% 57.4% 121 9.09%
PSC
6068
Prentiss Smith & Co
Vermont
$143M +$1.16M +0.8% 0.84% 55.2% 71 8.45%
AFS
6069
AFG Fiduciary Services
Massachusetts
$143M +$8.19M +6% 1.78% 61.9% 89 23.6%
DFA
6070
DHK Financial Advisors
New Hampshire
$143M +$2.06M +1% 0.55% 46.1% 103 57.28%
MFA
6071
McClarren Financial Advisors
Pennsylvania
$143M +$3.99M +3% 1.88% 55.3% 385 14.81%
BFS
6072
Burr Financial Services
California
$143M +$15.1M +12% 20.9% 34 17.65%
PTCG
6073
Pring Turner Capital Group
California
$143M +$6.07M +4% 1.27% 68.8% 72 13.89%
SAG
6074
Spotlight Asset Group
Illinois
$143M +$3.42M +2% 4.62% 267 6.37%
SP
6075
Successful Portfolios
Florida
$143M -$3.44M -2% 4.77% 101% 172 8.72%