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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
PF
7401
Prota Financial
Texas
$152M +$13.9M +10% 11.6% 74 14.86%
UFA
7402
Uptown Financial Advisors
Texas
$152M +$26M +21% 10.4% 91 19.78%
AL
7403
Advaya LLP
United Kingdom
$152M +$8.05M +6% 28.5% 8 37.5%
TLC
7404
True Light Capital
$152M -$46.1M -23% 17.4% 8 0%
TC
7405
TTRF Capital
$152M 97.5% 13
WCM
7406
Washington Capital Management
Washington
$152M +$33.1M +28% 14.3% 76.9% 123 25.2%
MCAV
7407
Meritech Capital Associates V
California
$151M +$10.1M +7% 72.4% 133% 2 0%
RAS
7408
RPS Advisory Solutions
Kentucky
$151M -$25.1M -14% 14.2% 128 34.38%
PP
7409
Paladin Partners
Wisconsin
$151M +$12.5M +9% 11% 223 8.97%
MWM
7410
Mittelman Wealth Management
Massachusetts
$151M -$9.19M -6% 8.21% 57 15.79%
WN
7411
Williams & Novak
California
$151M +$17.6M +13% 13.5% 157 15.92%
MAFA
7412
MJT & Associates Financial Advisory
Minnesota
$151M +$15M +11% 12.8% 495 16.77%
WF
7413
Womack Financial
Texas
$151M +$15.3M +11% 16.7% 73 6.85%
NFA
7414
Northern Financial Advisors
Michigan
$151M +$14M +10% 21.2% 109% 108 10.19%
NCM
7415
Neumann Capital Management
California
$151M -$188M -55% 11.2% 79.4% 106 49.06%
OFA
7416
Orographic Financial Advisors
Colorado
$151M +$10.1M +7% 6.47% 113 13.27%
AFP
7417
ATX Financial Planning
Texas
$151M +$19.5M +15% 12.2% 86 9.3%
HTWM
7418
Hartmann Taylor Wealth Management
Texas
$151M -$162K -0.1% 9.97% 54 0%
BDCMI
7419
Black Diamond Capital Management I
$151M +$15.3M +11% 7.87% 9 22.22%
RSF
7420
Rik Saylor Financial
Ohio
$151M +$19.3M +15% 13.9% 92 10.87%
TMC
7421
Themes Management Co
Connecticut
$151M -$11.2M -7% 19.4% 161 31.68%
STFP
7422
Signal Tree Financial Partners
Ohio
$151M +$18.4M +14% 10.2% 54 14.81%
HIC
7423
Hamrick Investment Counsel
Washington
$151M -$29.7M -16% 7.25% 364 51.37%
AWA
7424
A4 Wealth Advisors
North Carolina
$151M +$28.4M +23% 14.9% 119 37.82%
AT
7425
Adelphi Trust
Florida
$151M +$27.8M +23% 14.4% 125 24.8%