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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
CW
6451
Code Waechter
Florida
$168M +$12.6M +8% 122
PFA
6452
Presper Financial Architects
Ohio
$168M -$8.59M -5% 60
MAG
6453
Meadowbrook Advisors Group
New Jersey
$168M -$10.1M -6% 141
TT
6454
TI-Trust
Illinois
$168M +$6.26M +4% 133
WFS
6455
Widmann Financial Services
Maryland
$168M +$4.67M +3% 121
AIMA
6456
Ables Iannone Moore & Associates
Georgia
$168M -$14.5M -8% 61
LKWM
6457
Lee-Kelleher Wealth Management
Maryland
$168M +$469K +0.3% 44
DMKJ
6458
David M. Knott Jr
$168M -$47.9M -22% 95
DI
6459
Disciplined Investors
Texas
$168M +$15.5M +10% 147
WA
6460
Wealthstar Advisors
Texas
$168M -$15.7M -9% 143
MC
6461
Metavasi Capital
New York
$168M -$59M -26% 31
7CM
6462
7G Capital Management
New York
$168M +$7M +4% 14
CNBOF
6463
City National Bank of Florida
Florida
$168M +$14.6M +10% 148
S
6464
SharpePoint
Arizona
$168M +$808K +0.5% 90
OIM
6465
Opus Investment Management
Massachusetts
$168M +$3.26M +2% 30
YWM
6466
Yukon Wealth Management
Kansas
$168M -$5.99M -3% 82
WAM
6467
WealthTrust Asset Management
Florida
$167M +$24.3M +17% 104
WBWA
6468
William B. Walkup & Associates
South Carolina
$167M -$15.2M -8% 173
KIM
6469
Kestrel Investment Management
California
$167M -$8.94M -5% 44
MW
6470
Members Wealth
Pennsylvania
$167M +$7.71M +5% 116
FF
6471
Farrell Financial
New York
$167M -$2.19M -1% 79
PWP
6472
Pursue Wealth Partners
California
$167M -$38.4M -19% 117
TC
6473
Triavera Capital
California
$167M -$41.9M -20% 18
GSP
6474
Grafton Street Partners
Florida
$167M -$36.9M -18% 13
ALWM
6475
Andrews Lucia Wealth Management
California
$167M -$938K -0.6% 35