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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
TFP
6576
Traction Financial Partners
Wyoming
$127M -$9.92M -7% 5.79% 57 3.51%
APW
6577
Aurora Private Wealth
New Jersey
$127M +$13.2M +12% 5.35% 156 10.26%
OC
6578
OxenFree Capital
Florida
$127M +$12.9M +11% 5.03% 41 7.32%
EG
6579
Ellerson Group
Maryland
$127M -$4.08M -3% 4.86% 148% 50 10%
GAA
6580
Green Alpha Advisors
Colorado
$127M +$2.87M +2% 9.6% 267% 145 7.59%
VIA
6581
Virtus Investment Advisers
Connecticut
$127M +$8.91M +8% 15.1% 172% 384 27.08%
HFAS
6582
Hummer Financial Advisory Services
Illinois
$127M +$11.4M +10% 8.62% 60.6% 112 10.71%
PIM
6583
Profit Investment Management
Maryland
$127M -$32.7M -20% 9.69% 101% 86 11.63%
SPWG
6584
Sage Private Wealth Group
Illinois
$127M +$8.18M +7% 5.5% 67.4% 93 8.6%
SR
6585
Summer Road
Florida
$127M +$23.6M +23% 27% 130% 32 28.13%
SA
6586
Sage Advisors
Colorado
$127M +$3.94M +3% 3.61% 27 14.81%
MWA
6587
Merkkuri Wealth Advisors
New York
$127M +$18M +17% 5.05% 83 4.82%
LWM
6588
Lionsbridge Wealth Management
Florida
$127M +$1.73M +1% 6.57% 66% 82 47.56%
DCM
6589
Davis Capital Management
Florida
$126M +$11.3M +10% 8.26% 348 12.64%
APS
6590
American Planning Services
Florida
$126M -$15.7M -11% 4.4% 23.8% 54 5.56%
IA
6591
IFS Advisors
Kansas
$126M +$7.71M +6% 5.17% 48.3% 159 1.89%
MCWA
6592
Meadow Creek Wealth Advisors
Georgia
$126M +$20.4M +19% 7.16% 135 15.56%
TFM
6593
Trademark Financial Management
Minnesota
$126M +$3.27M +3% 5.31% 102 24.51%
MVA
6594
Mount Vernon Associates
Maryland
$126M +$13.2M +12% 6.17% 119% 56 10.71%
GSP
6595
Grafton Street Partners
Florida
$126M +$6.68M +6% 8.17% 13 7.69%
SLFPAM
6596
St. Louis Financial Planners Asset Management
Missouri
$126M +$9.65M +8% 4.77% 136% 44 45.45%
DWA
6597
Dougherty Wealth Advisers
Minnesota
$126M +$11.4M +10% 7.33% 67.5% 113 6.19%
UPS
6598
UHLMANN PRICE SECURITIES
Illinois
$126M 6.19% 180
MCM
6599
Magnolia Capital Management
New York
$126M +$6.6M +6% 5.73% 77.6% 71 2.82%
NFA
6600
Northwest Financial Advisors
Virginia
$126M +$27.3M +28% 6.18% 570 84.21%