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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 Avg Holding
Period (Yrs)
WM
8251
Whitford Management
New York
$97.9M -$583K -0.6% 2.74% 76.2% 30 40% 0.7
FNWA
8252
Financial Network Wealth Advisors
Utah
$97.7M +$1.73M +2% 0.29% – 917 24.97% 1.3
GH
8253
GLP Holdings
Georgia
$97.7M -$7.28M -7% 6.91% – 4 0% 0.3
UWM
8254
Urban Wealth Management
California
$97.7M -$9.88M -9% 2.61% – 101 14.85% 1.5
CFG
8255
CSP Financial Group
Arizona
$97.7M – – 0.21% – 20 – 0
BWM
8256
Bluebird Wealth Management
Massachusetts
$97.7M -$9.38M -9% 1.6% – 88 32.95% 0.2
VIM
8257
Villanova Investment Management
Pennsylvania
$97.6M -$44.3M -31% 4.62% – 60 11.67% 1.4
BJB
8258
Broadhurst Jeffrey B
$97.6M +$1.28M +1% 1.05% – 42 7.14% 0.2
RM
8259
RCW Management
Florida
$97.6M -$1.44M -1% 1.76% – 69 5.8% 0.2
CCM
8260
Chiron Capital Management
Florida
$97.5M – – 4.31% – 117 – 2.2
SCA
8261
Sensenig Capital Advisors
Pennsylvania
$97.5M -$874K -0.9% 1.07% – 36 16.67% 0.2
BFA
8262
Ballast Financial Advisors
Pennsylvania
$97.5M +$413K +0.4% 0.24% – 72 8.33% 0.2
JKSF
8263
John & Kathleen Schreiber Foundation
Illinois
$97.5M -$31M -24% 21.8% 30.8% 4 0% 3.3
CSW
8264
Cogent Strategic Wealth
Illinois
$97.3M +$5.58M +6% 1.7% – 57 17.54% 0.2
AWP
8265
Atlas Wealth Partners
Pennsylvania
$97.3M +$6.27M +7% 12.9% 145% 67 7.46% 1.5
SFG
8266
Strategic Financial Group
Michigan
$97.1M – – 0.18% – 18 – 0
ACM
8267
Arrington Capital Management
Florida
$97.1M -$9.53M -9% 2.53% – 37 45.95% 0.2
PWM
8268
Partners Wealth Management
California
$97M +$1.31M +1% 1.94% – 116 13.79% 1
YF
8269
Yu Fan
$97M +$4.74M +5% 19.5% 42.7% 8 37.5% 0.7
SFO
8270
Standard Family Office
South Dakota
$96.8M +$2.64M +3% 4.03% 67.6% 31 6.45% 2
TFS
8271
truNorth Financial Services
Pennsylvania
$96.7M +$4.49M +5% 3.11% – 50 6% 0.2
RQS
8272
Ramsey Quantitative Systems
Kentucky
$96.6M -$13.3M -12% 4.98% 42% 20 65% 0.7
FA
8273
Fullerton Advisors
California
$96.6M -$3.56M -4% 2.16% – 55 5.45% 0.2
WAM
8274
Watershed Asset Management
California
$96.5M -$10.6M -10% 1.18% – 157 49.68% 0.5
SIM
8275
Samara Investment Management
Oregon
$96.5M – – 3.21% – 72 – 0