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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 Avg Holding
Period (Yrs)
EFP
6301
Envision Financial Planning
Tennessee
$101M – – 3.5% 32.1% 24 – 0
MFA
6302
Morling Financial Advisors
California
$101M -$3.15M -3% 3.59% 91.2% 75 2.67% 1.4
SA
6303
SRN Advisors
Pennsylvania
$101M -$11.5M -10% 4.4% 146% 86 0% 1.9
PCM
6304
Perkins Capital Management
Minnesota
$101M -$13.9M -12% 6.56% 303% 102 8.82% 4.4
KGC
6305
Kennon-Green & Company
Ohio
$101M -$6.74M -6% 5.16% 58.4% 45 4.44% 0.7
CNWM
6306
Clay Northam Wealth Management
California
$101M -$4.38M -4% 2.71% 125% 81 7.41% 1.4
KWM
6307
Kolinsky Wealth Management
New Jersey
$101M -$4.68M -4% 2.56% 44.6% 144 13.19% 1.3
ACL
6308
Applied Capital LLC
Florida
$101M -$5.18M -5% 2.71% 78.3% 78 1.28% 0.7
MWM
6309
MY Wealth Management
Maryland
$101M -$8.98M -8% 4.58% 36.1% 29 0% 1.3
4WM
6310
4J Wealth Management
Virginia
$100M -$2.6M -3% 1.88% 68.2% 88 6.82% 1.8
WFS
6311
Widmann Financial Services
Maryland
$100M -$4.17M -4% 4.55% 75.2% 88 5.68% 1.6
CMS
6312
Capital Market Strategies
Florida
$100M -$7.77M -7% 2.24% 120% 150 9.33% 0.7
OC
6313
Oppenheimer & Close
New York
$100M +$3.94M +4% 1.52% 149% 56 8.93% 4.3
CFAM
6314
Center For Asset Management
Florida
$100M -$5.71M -5% 3.13% 66.6% 106 16.98% 1.5
CCM
6315
Clearfield Capital Management
New York
$100M -$23.1M -19% 6.91% 421% 10 80% 0.8
FWMM
6316
Foundation Wealth Management (Missouri)
Missouri
$100M -$2.44M -2% 3.4% 64% 40 5% 0.7
SMWM
6317
Silvia McColl Wealth Management
California
$100M -$7.75M -7% 1.94% 82.7% 108 10.19% 0.7
RRCP
6318
Rip Road Capital Partners
Massachusetts
$99.9M +$16.2M +19% 2.79% 121% 15 40% 1.5
BFP
6319
Brewster Financial Planning
New York
$99.9M -$3.64M -4% 4.21% 44.3% 15 0% 1.5
F4L
6320
Fortune 45 LLC
Louisiana
$99.9M +$1.76M +2% 2.62% 85.2% 32 21.88% 1.3
OFA
6321
Oaktree Fund Advisors
California
$99.7M -$18.3M -15% 6.28% 132% 47 4.26% 0.9
IAP
6322
Indie Asset Partners
Indiana
$99.2M +$7.28M +8% 4.61% 119% 85 10.59% 2.5
EWS
6323
Evergreen Wealth Solutions
Pennsylvania
$99.1M -$70.5K -0.1% 2.71% 70.9% 109 9.17% 1.3
APW
6324
Atlantic Private Wealth
North Carolina
$99M +$686K +0.7% 2.66% 55.7% 125 24.8% 0.7
BIA
6325
Benchmark Investment Advisors
Illinois
$99M -$9.43M -9% 2.44% – 93 19.35% 1.4