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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
LFA
7001
Longview Financial Advisors
Alabama
$127M -$9.52M -7% 3.29% 48 14.58%
WCM
7002
Washington Capital Management
Washington
$127M -$2.8M -2% 0.98% 76.9% 124 21.77%
AL4A
7003
Accel Leaders 4 Associates
California
$127M 38.5% 1
EGP
7004
Entrust Global Partners
New York
$127M -$19.5M -13% 1.7% 82.3% 6 33.33%
ICMP
7005
Integrated Capital Management (Pennsylvania)
Pennsylvania
$127M -$2.92M -2% 3.03% 38.3% 76 6.58%
UF
7006
UCLA Foundation
California
$127M 2.15% 1
AFP
7007
Alpha Financial Partners
Kentucky
$127M -$13.7M -10% 0.3% 61.8% 168 86.31%
HFAS
7008
Hummer Financial Advisory Services
Illinois
$126M -$658K -0.5% 1.38% 60.6% 115 8.7%
NF
7009
NavPoint Financial
Minnesota
$126M +$2.34M +2% 0.56% 49 8.16%
BOM
7010
Bank of Marin
California
$126M +$2.27M +2% 1.49% 80.3% 129 6.2%
MWA
7011
Merkkuri Wealth Advisors
New York
$126M -$291K -0.2% 0.55% 86 5.81%
GA
7012
Gordian Advisors
Arizona
$126M +$988K +0.8% 1.73% 41 9.76%
BRIA
7013
Balanced Rock Investment Advisors
Massachusetts
$126M -$1.18M -0.9% 3.71% 98 18.37%
ACM
7014
Avos Capital Management
Washington
$126M 2.75% 34
1WM
7015
1858 Wealth Management
Ohio
$126M +$4.74M +4% 3.3% 133 17.29%
HA
7016
Helium Advisors
Washington
$126M 1.75% 101
BAM
7017
Brickwood Asset Management
United Kingdom
$126M 13.1% 4
DWM
7018
DecisionMap Wealth Management
Virginia
$126M 1.28% 111
TPCM
7019
Templeton & Phillips Capital Management
Tennessee
$126M -$2.55M -2% 1.68% 74.3% 55 10.91%
FFA
7020
Frazier Financial Advisors
Ohio
$126M -$2.64M -2% 0.21% 905 34.14%
MFS
7021
Madrid Financial Services
California
$126M 2.65% 20
MCM
7022
Magnolia Capital Management
New York
$126M +$155K +0.1% 1.98% 77.6% 73 4.11%
TFM
7023
Trademark Financial Management
Minnesota
$126M -$179K -0.1% 0.29% 103 22.33%
FIS
7024
Fischer Investment Strategies
California
$126M +$9.68M +8% 2.78% 81% 40 62.5%
PWP
7025
Parkwoods Wealth Partners
New York
$126M +$4.16M +3% 0.84% 34 11.76%