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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
PD
6126
Planning Directions
Pennsylvania
$147M +$2.84M +2% 1.42% 46.3% 77 9.09%
FF
6127
Farrow Financial
Vermont
$147M +$4.08M +3% 3.86% 55 12.73%
FCM
6128
Family Capital Management
Michigan
$147M +$3.19M +2% 3.42% 70.5% 73 12.33%
ST
6129
Skorpios Trust
Cyprus
$147M -$48.5M -25% 0.07% 174% 2 0%
HFRG
6130
Houlihan Financial Resource Group
Virginia
$147M -$76.3M -34% 2.32% 50.6% 105 43.81%
TLCM
6131
Twin Lakes Capital Management
California
$146M -$1.54M -1% 3.06% 131% 246 1.22%
DC
6132
Destiny Capital
Colorado
$146M +$2.92M +2% 1.94% 47 2.13%
MWM
6133
Maripau Wealth Management
Indiana
$146M +$13M +10% 2.9% 55.6% 187 26.74%
CWP
6134
Core Wealth Partners
California
$146M +$14.1M +11% 3.1% 63.8% 154 14.29%
AWM
6135
Avondale Wealth Management
Texas
$146M +$3.68M +3% 1.26% 78.6% 133 18.05%
RA
6136
RiverTree Advisors
Florida
$146M -$2.62M -2% 0.33% 25.4% 31 9.68%
FL
6137
FreeGulliver LLC
Louisiana
$146M +$33.7M +30% 1.21% 87 22.99%
IVMX
6138
Institutional Venture Management XV
California
$146M -$47.9M -25% 0.41% 116% 6 33.33%
CB
6139
Chris Bulman
California
$146M 3.31% 393
HWM
6140
HRC Wealth Management
Idaho
$146M +$9.2M +7% 4.05% 44 9.09%
BAM
6141
Boyar Asset Management
New York
$146M -$7.56M -5% 3.1% 75.5% 82 6.1%
VF
6142
Vawter Financial
Ohio
$146M +$7.92M +6% 0.5% 48% 91 5.49%
SWM
6143
Salvus Wealth Management
New Jersey
$146M -$718K -0.5% 2.58% 104% 112 7.14%
NED
6144
Nancy E. Dempze
$146M +$14.4M +11% 3.63% 83.1% 81 23.46%
OWSCM
6145
One William Street Capital Management
New York
$146M +$79.4M +120% 0% 44% 6 100%
VWA
6146
Valued Wealth Advisors
Utah
$146M +$4.51M +3% 0.07% 633 7.9%
CNFG
6147
Creegan & Nassoura Financial Group
New Hampshire
$146M -$3.93M -3% 1.73% 52.6% 80 6.25%
FD
6148
Financial Designs
California
$145M -$6.23M -4% 0.13% 42.1% 21 23.81%
OWG
6149
Oxford Wealth Group
Florida
$145M +$35.6M +32% 3.03% 74 27.03%
MIM
6150
Merrion Investment Management
New Jersey
$145M +$5.54M +4% 6.16% 166% 102 7.84%