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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
LPP
7601
Life Planning Partners
Florida
$131M -$6.37M -5% 1.71% 71 8.45%
PW
7602
PUREfi Wealth
Massachusetts
$131M +$633K +0.5% 2.04% 186 23.12%
FC
7603
Fjell Capital
North Dakota
$130M +$16.9M +15% 3.02% 68 17.65%
LF
7604
LifePlan Financial
Minnesota
$130M +$4.18M +3% 3.79% 88 7.95%
COFSG
7605
Carbahal Olsen Financial Services Group
California
$130M +$5.64M +5% 2.3% 43 16.28%
UOP
7606
University of Pittsburgh
Pennsylvania
$130M +$4.61M +4% 1.93% 69.2% 2 0%
DFC
7607
DBK Financial Counsel
Ohio
$130M +$11.3M +9% 2.25% 52.9% 59 0%
VFP
7608
Vested Financial Planning
California
$130M +$6.57M +5% 2% 30 0%
DAC
7609
Dutch Asset Corp
New York
$130M 6.48% 85
EIM
7610
Emmett Investment Management
New York
$130M +$2.48M +2% 4.89% 26 26.92%
CAG
7611
Centerpoint Advisory Group
Kansas
$130M +$1.34M +1% 1.31% 111 6.31%
WT
7612
WHI Trust
Illinois
$130M 1.91% 94
FLFS
7613
Family Legacy Financial Solutions
North Carolina
$130M -$912K -0.7% 7.46% 257 79.38%
AA
7614
Alpha Advisors
Virginia
$130M -$3.38M -3% 5.14% 50 10%
CIP
7615
Castlefield Investment Partners
$130M 3.64% 36
BW
7616
BXM Wealth
Colorado
$130M +$24.1M +23% 2.14% 156 30.13%
AFP
7617
ATX Financial Planning
Texas
$130M 1.04% 87
SA
7618
Stolz & Associates
Washington
$130M 1.26% 32
MFG
7619
Mustico Financial Group
New York
$130M +$31M +31% 3.15% 45 17.78%
MFN
7620
Midwest Financial Network
Illinois
$130M +$6.39M +5% 1.37% 72 16.67%
CG
7621
Clifford Group
Massachusetts
$129M +$1.09M +0.9% 2.38% 67.9% 83 10.84%
KF
7622
K2 Financial
California
$129M +$4.91M +4% 1.11% 58 0%
DM
7623
Diker Management
New York
$129M +$5.49M +4% 15.3% 210% 46 28.26%
PCMU
7624
Paragon Capital Management (Utah)
Utah
$129M -$4.37M -3% 0.19% 69.4% 87 32.18%
WCM
7625
WLTH Capital Management
Arizona
$129M 1% 26