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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
FWM
8226
Forteris Wealth Management
New York
$102M 3.97% 67
MS
8227
Monetary Solutions
Ohio
$102M 2.08% 315
BNA
8228
BankChampaign National Association
Illinois
$101M 4.85% 179
WA
8229
Walsh & Associates
Florida
$101M 2% 235
WWMP
8230
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$101M 2.72% 114
OP
8231
Oath Planning
Oklahoma
$101M 2.6% 68
ASCM
8232
Adkins Seale Capital Management
Louisiana
$101M 3.16% 226
KCM
8233
Kalehua Capital Management
Texas
$101M 26.8% 19
TR
8234
Tepp RIA
New Jersey
$101M +$12.9M +15% 4.64% 41 19.51%
PNC
8235
Point Nemo Capital
Texas
$101M 7.53% 101
KCM
8236
Key Capital Management
Tennessee
$101M 0.91% 535
MRP
8237
Measured Risk Portfolios
California
$101M -$6.47M -6% 2.55% 68 10.29%
PWM
8238
Platt Wealth Management
California
$101M 4.83% 44
VIS
8239
Vertex Investment Solutions
$101M 0.41% 22
SPIG
8240
Silversmith Partners I GP
Massachusetts
$101M 28% 1
IIM
8241
IFC & Insurance Marketing
California
$101M 1.06% 759
BFP
8242
Birchwood Financial Partners
Minnesota
$101M 2.1% 352
AFR
8243
Applied Fundamental Research
Massachusetts
$101M -$2.24M -2% 13% 44.6% 11 18.18%
BHFP
8244
Blom & Howell Financial Planning
California
$101M 1.89% 62
RBDF
8245
Robert B. Daugherty Foundation
Nebraska
$101M 3.76% 1
MPEM
8246
Marathon Partners Equity Management
New York
$101M -$38.4M -28% 2.68% 19 26.32%
AIM
8247
Avanda Investment Management
Singapore
$101M -$26.5M -21% 1.39% 31 9.68%
AA
8248
Advisory Advocates
Michigan
$101M 1.21% 168
VWA
8249
Vistica Wealth Advisors
California
$100M 3.56% 45
AW
8250
Ankerstar Wealth
Texas
$100M 0.3% 1,030