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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
STFP
7601
Signal Tree Financial Partners
Ohio
$131M +$4.94M +4% 1.8% 49 4.08%
JSJLKF
7602
John S. & James L. Knight Foundation
Florida
$131M 1.02% 3
CWM
7603
Challenger Wealth Management
California
$131M +$3.2M +2% 2.1% 67 10.45%
MSA
7604
Marathon Strategic Advisors
Pennsylvania
$131M +$6.02M +5% 0.9% 51 3.92%
MWM
7605
McAlvany Wealth Management
Colorado
$131M 15.7% 40
VGDSS
7606
VUB Generali dochodkova spravcovska spolocnost
$131M 5.22% 97
PWM
7607
Palacios Wealth Management
Florida
$131M -$21.2M -14% 3.3% 76 13.16%
LPP
7608
Life Planning Partners
Florida
$131M -$6.37M -5% 1.71% 71 8.45%
PW
7609
PUREfi Wealth
Massachusetts
$131M +$633K +0.5% 2.04% 186 23.12%
FC
7610
Fjell Capital
North Dakota
$130M +$16.9M +15% 3.02% 68 17.65%
LF
7611
LifePlan Financial
Minnesota
$130M +$4.18M +3% 3.79% 88 7.95%
COFSG
7612
Carbahal Olsen Financial Services Group
California
$130M +$5.64M +5% 2.3% 43 16.28%
UOP
7613
University of Pittsburgh
Pennsylvania
$130M +$4.61M +4% 1.93% 69.2% 2 0%
DFC
7614
DBK Financial Counsel
Ohio
$130M +$11.3M +9% 2.25% 52.9% 59 0%
VFP
7615
Vested Financial Planning
California
$130M +$6.57M +5% 2% 30 0%
DAC
7616
Dutch Asset Corp
New York
$130M 6.48% 85
EIM
7617
Emmett Investment Management
New York
$130M +$2.48M +2% 4.89% 26 26.92%
CAG
7618
Centerpoint Advisory Group
Kansas
$130M +$1.34M +1% 1.31% 111 6.31%
WT
7619
WHI Trust
Illinois
$130M 1.91% 94
FLFS
7620
Family Legacy Financial Solutions
North Carolina
$130M -$912K -0.7% 7.46% 257 79.38%
AA
7621
Alpha Advisors
Virginia
$130M -$3.38M -3% 5.14% 50 10%
CIP
7622
Castlefield Investment Partners
$130M 3.64% 36
BW
7623
BXM Wealth
Colorado
$130M +$24.1M +23% 2.14% 156 30.13%
AFP
7624
ATX Financial Planning
Texas
$130M 1.04% 87
SA
7625
Stolz & Associates
Washington
$130M 1.26% 32