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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
FFP
7826
Frisco Financial Planning
Texas
$120M +$2.46M +2% 0.7% 27 7.41%
WIM
7827
Wiregrass Investment Management
Georgia
$120M 2.63% 98
PWM
7828
Peak Wealth Management
New Hampshire
$120M 2.77% 51
CH
7829
CDKV Holdings
Colorado
$120M 2.41% 277
NI
7830
Nest Investments
Pennsylvania
$120M 0.48% 30
BCM
7831
Bretton Capital Management
California
$119M +$865K +0.7% 3.74% 19 5.26%
CCC
7832
Chesapeake Capital Corp
Florida
$119M +$8.07M +7% 7.35% 180 28.89%
DWA
7833
Delta Wealth Advisors
Indiana
$119M -$8.34M -7% 1.82% 52 21.15%
RHIG
7834
R.H. Investment Group
Arizona
$119M +$4.22M +4% 5.56% 34 5.88%
MCI
7835
MRP Capital Investments
Georgia
$119M +$2.87M +2% 1.95% 222% 226 20.35%
BAWC
7836
Boyce & Associates Wealth Consulting
Texas
$119M -$2.89M -2% 2.3% 50.7% 78 10.26%
CHWM
7837
Cauble & Harre Wealth Management
Missouri
$119M 4.2% 70
IMC
7838
Investment Management Corporation
Virginia
$119M +$2.88M +2% 1.83% 57 21.05%
ACMA
7839
Arbor Capital Management (Alaska)
Alaska
$119M -$5.21M -4% 0.63% 62.7% 108 7.41%
WHC
7840
Wulff, Hansen & Co
California
$119M +$3.02M +3% 2.58% 85.8% 106 8.49%
RCG
7841
Ridge Creek Global
Ohio
$119M 4.68% 86
SPA
7842
Sound Portfolio Advisors
Connecticut
$119M 1.5% 33
EWP
7843
E-Wealth Partners
Minnesota
$119M 2.53% 57
EWL
7844
Emissary Wealth LLC
New Jersey
$119M 1.28% 59
COA
7845
Charter Oak Advisors
New York
$119M -$160M -57% 2.85% 15 26.67%
SCVTA
7846
Santa Clara Valley Transportation Authority
California
$119M -$298K -0.3% 0.27% 4 0%
UOWF
7847
University of Wisconsin Foundation
Wisconsin
$119M +$847K +0.7% 3% 142% 11 45.45%
IW
7848
Integrated Wealthcare
North Carolina
$119M 1.86% 28
EWP
7849
Evergreen Wealth Partners
Montana
$119M 0.93% 79
WHCFA
7850
William Howard & Co Financial Advisors
Tennessee
$119M +$1.12M +1% 1.18% 57 1.75%