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
EP
3401
Equius Partners
California
$295M +$63.4M +27% 19
SCP
3402
Siena Capital Partners
Illinois
$295M -$26.6M -8% 114
WAM
3403
WNY Asset Management
New York
$295M -$28.8M -9% 179
MWP
3404
Moller Wealth Partners
$295M -$26.7M -8% 54
IA
3405
Insight Advisors
Pennsylvania
$295M -$38.8M -12% 338
HFS
3406
Howard Financial Services
Texas
$294M -$42.8M -13% 145
FWP
3407
Falcon Wealth Planning
California
$294M -$25.4M -8% 84
QFA
3408
Quattro Financial Advisors
Texas
$294M -$2.83M -1% 97
WPA
3409
West Paces Advisors
Georgia
$294M -$26.8M -8% 613
ACA
3410
Affinity Capital Advisors
California
$294M -$26.1M -8% 119
GWM
3411
GSB Wealth Management
Connecticut
$293M -$49.4M -14% 220
SA
3412
Scarborough Advisors
Maryland
$293M -$19.8M -6% 67
NI
3413
Nepsis Inc
Minnesota
$293M -$41.9M -12% 35
TCM
3414
Tekne Capital Management
New York
$293M -$180M -38% 14
BL
3415
BCWM LLC
Kansas
$293M -$42.1M -13% 62
SW
3416
SkyOak Wealth
Michigan
$293M -$67.1M -19% 259
CCB
3417
Cutter & Co Brokerage
Missouri
$293M -$43.2M -13% 250
RPA
3418
Rock Point Advisors
Vermont
$293M -$42.6M -13% 105
MWM
3419
Mascoma Wealth Management
New Hampshire
$293M -$21.5M -7% 648
TTSTC
3420
Texas Treasury Safekeeping Trust Company
Texas
$293M -$26.4M -8% 7
WMG
3421
WESCAP Management Group
California
$292M -$61.6M -17% 97
DI
3422
Diligent Investors
California
$292M -$52.4M -15% 281
CMA
3423
Cedar Mountain Advisors
Oregon
$292M -$46.3M -14% 372
PPW
3424
Pasadena Private Wealth
California
$292M -$15M -5% 115
CFS
3425
CRA Financial Services
New Jersey
$292M -$40.6M -12% 225