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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
PP
6876
Pearl Planning
Michigan
$164M 2.42% 52
WFS
6877
Widmann Financial Services
Maryland
$163M +$4.43M +3% 2.36% 75.2% 120 11.67%
DWM
6878
Daner Wealth Management
Georgia
$163M +$9.34M +6% 1.98% 105 18.1%
IJWM
6879
Inman Jager Wealth Management
Mississippi
$163M +$6.71M +4% 0.77% 83 2.41%
EFIC
6880
Eliot Finkel Investment Counsel
California
$163M -$3.06M -2% 3.51% 88.9% 33 0%
FHC
6881
Fort Henry Capital
West Virginia
$163M +$5.82M +4% 1% 37% 17 5.88%
CP
6882
Camelot Portfolios
Ohio
$163M -$6.19M -4% 1.64% 41.3% 612 65.2%
EMB
6883
Elefante Mark B
$163M +$6.9M +4% 5.16% 58 6.9%
SCM
6884
Saxony Capital Management
Missouri
$163M +$11.5M +8% 2.48% 187 30.48%
BWM
6885
BCO Wealth Management
New Mexico
$163M +$11.5M +8% 1.78% 41 9.76%
PCP
6886
Panoramic Capital Partners
Oregon
$163M +$7.41M +5% 2.22% 67 19.4%
CRFG
6887
Columbia River Financial Group
Washington
$163M +$786K +0.5% 0.59% 54 1.85%
KCA
6888
Kastel Capital Advisors
Massachusetts
$163M 1.49% 55
EFG
6889
Erickson Financial Group
Pennsylvania
$163M +$3.61M +2% 2.26% 63.3% 26 3.85%
OO
6890
Obsido Oy
$163M +$12.5M +8% 1.98% 20 0%
WAS
6891
Westco Advisory Services
New York
$163M 4.26% 93
LOIP
6892
Live Oak Investment Partners
Texas
$163M +$11.8M +8% 2.28% 96 27.08%
BFP
6893
Brewster Financial Planning
New York
$163M +$3.71M +2% 1.28% 40.8% 27 3.7%
SLFPAM
6894
St. Louis Financial Planners Asset Management
Missouri
$163M +$7.6M +5% 6.38% 136% 52 46.15%
ACM
6895
Arlington Capital Management
Illinois
$163M +$6.08M +4% 6.23% 154% 129 37.21%
CIM
6896
Caldwell Investment Management
Ontario, Canada
$163M +$10.3M +7% 5.06% 162% 35 42.86%
LAM
6897
Lummis Asset Management
Texas
$163M +$10.3M +7% 4% 197 24.87%
ECM
6898
English Capital Management
Michigan
$163M +$7.8M +5% 7.31% 36 2.78%
ZRP
6899
Zynergy Retirement Planning
New Jersey
$163M +$3.97M +3% 0.8% 29 10.34%
PFP
6900
Paragon Financial Partners
California
$163M +$4.13M +3% 1.59% 90.6% 77 9.09%