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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
LF
7326
LifePlan Financial
Minnesota
$130M +$4.18M +3% 88
COFSG
7327
Carbahal Olsen Financial Services Group
California
$130M +$5.64M +5% 43
UOP
7328
University of Pittsburgh
Pennsylvania
$130M +$4.61M +4% 2
DFC
7329
DBK Financial Counsel
Ohio
$130M +$11.3M +9% 59
CPC
7330
CFC Planning Company
Indiana
$130M +$11M +9% 98
KCM
7331
Kids Capital Management
California
$130M +$3.37M +3% 14
VFP
7332
Vested Financial Planning
California
$130M +$6.57M +5% 30
DAC
7333
Dutch Asset Corp
New York
$130M 85
EIM
7334
Emmett Investment Management
New York
$130M +$2.48M +2% 26
CAG
7335
Centerpoint Advisory Group
Kansas
$130M +$1.34M +1% 111
WT
7336
WHI Trust
Illinois
$130M 94
FLFS
7337
Family Legacy Financial Solutions
North Carolina
$130M -$912K -0.7% 257
AA
7338
Alpha Advisors
Virginia
$130M -$3.38M -3% 50
CIP
7339
Castlefield Investment Partners
$130M 36
AFP
7340
ATX Financial Planning
Texas
$130M 87
SA
7341
Stolz & Associates
Washington
$130M 32
MFG
7342
Mustico Financial Group
New York
$130M +$31M +31% 45
MFN
7343
Midwest Financial Network
Illinois
$130M +$6.39M +5% 72
CG
7344
Clifford Group
Massachusetts
$129M +$1.09M +0.9% 83
KF
7345
K2 Financial
California
$129M +$4.91M +4% 58
DM
7346
Diker Management
New York
$129M +$5.49M +4% 46
PCMU
7347
Paragon Capital Management (Utah)
Utah
$129M -$4.37M -3% 87
WCM
7348
WLTH Capital Management
Arizona
$129M 26
MFC
7349
Miramar Fiduciary Corp
Nevada
$129M +$1.77M +1% 5
WSA
7350
Warm Springs Advisors
California
$129M -$2.41M -2% 51