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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
FFA
7176
Fortune Financial Advisors
Kansas
$133M +$8.6M +7% 6.79% 76.8% 99 9.09%
LAS
7177
Legacy Advisory Services
Pennsylvania
$133M +$6.72M +5% 4.3% 51 11.76%
WCFP
7178
White & Co Financial Planning
Washington
$133M +$7.78M +6% 5.74% 19 0%
UIA
7179
Ulland Investment Advisors
Minnesota
$133M +$1.85M +1% 9.66% 154% 244 19.26%
AFA
7180
Avant Financial Advisors
Texas
$133M +$11.4M +9% 6.45% 65 1.54%
CPA
7181
Cathy Pareto & Associates
Florida
$133M +$11.5M +10% 8.13% 93 8.6%
BC
7182
Birchview Capital
Vermont
$132M +$31.8M +32% 34.9% 327% 79 22.78%
MWM
7183
MFG Wealth Management
Indiana
$132M +$13.7M +12% 11.8% 69 39.13%
KOMWMG
7184
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$132M +$6.11M +5% 8.03% 60.2% 90 12.22%
LAII
7185
LM Asset (IM) Inc
British Columbia, Canada
$132M +$24.5M +23% 20.8% 14 42.86%
TCM
7186
Tao Capital Management
California
$132M -$4.17M -3% 19.2% 314% 10 10%
TC
7187
Travelers Companies
Minnesota
$132M +$12.7M +11% 9.39% 2 50%
CWMS
7188
Cannon Wealth Management Services
North Carolina
$132M +$9.74M +8% 6.14% 86 11.63%
KCAM
7189
Kagan Cocozza Asset Management
New Jersey
$132M +$1.65M +1% 5.22% 62 3.23%
FDC
7190
Flight Deck Capital
California
$132M +$37.6M +40% 60% 379% 17 41.18%
OWM
7191
Orca Wealth Management
Florida
$132M +$13.3M +11% 11.2% 70 10%
OFG
7192
Opulen Financial Group
Virginia
$132M +$10M +8% 5.46% 108 9.26%
CP
7193
Clayton Partners
California
$132M +$12.8M +11% 12.4% 109% 41 21.95%
WF
7194
Womack Financial
Texas
$132M +$11.7M +10% 7.35% 68 4.41%
LFS
7195
Leibman Financial Services
Nebraska
$132M +$1.61M +1% 6.86% 53 16.98%
GCM
7196
GeoSphere Capital Management
Florida
$132M +$14.9M +13% 33% 446% 55 49.09%
WSA
7197
Warm Springs Advisors
California
$132M +$15.2M +13% 9.64% 50 16%
FB
7198
Finward Bancorp
Indiana
$132M +$5M +4% 8.8% 109 10.09%
CMU
7199
Carnegie Mellon University
Pennsylvania
$132M -$23M -15% 13.1% 61.6% 5 0%
AWL
7200
AFFINITY WEALTH LLC
Ohio
$132M +$14.1M +12% 7.65% 84 52.38%