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
KA
3401
Kozak & Associates
Colorado
$508M +$17.2M +4% 556
LT
3402
Legacy Trust
Michigan
$507M +$99.5M +24% 190
GF
3403
Greenfield FTC
Nevada
$507M +$36.1M +8% 3
EFL
3404
ERn Financial LLC
Wisconsin
$506M +$32.5M +7% 152
FGAM
3405
Financial Gravity Asset Management
Texas
$506M 998
MCCP
3406
Mission Creek Capital Partners
California
$506M +$55.7M +12% 208
MWP
3407
Madison Wealth Partners
Wisconsin
$506M +$47.6M +10% 189
JE
3408
JMAC Enterprises
Pennsylvania
$506M +$38.6M +8% 121
TCM
3409
TruNorth Capital Management
Michigan
$506M +$55.5M +12% 417
CFP
3410
Curran Financial Partners
South Carolina
$505M +$52.8M +12% 133
AAS
3411
Asset Allocation Strategies
Michigan
$505M +$52.6M +12% 152
DA
3412
Dash Acquisitions
California
$504M +$32M +7% 74
JJ
3413
Johnson & Johnson
New Jersey
$504M +$170M +51% 20
MCM
3414
McRae Capital Management
New Jersey
$504M +$15.4M +3% 106
SCP
3415
Shorepoint Capital Partners
Massachusetts
$503M 98
PP
3416
Paloma Partners
Connecticut
$503M +$61.5M +14% 131
WPA
3417
West Paces Advisors
Georgia
$502M +$32.4M +7% 216
CCT
3418
Chemung Canal Trust
New York
$502M +$25.6M +5% 120
MLCM
3419
M & L Capital Management
United Kingdom
$501M +$58.2M +13% 31
MCO
3420
MAK Capital One
New York
$501M -$65.5M -12% 17
VAG
3421
VisionPoint Advisory Group
Texas
$501M +$41.4M +9% 419
MAM
3422
Morse Asset Management
Connecticut
$501M +$44.7M +10% 415
SAM
3423
Satovsky Asset Management
New York
$501M +$31.4M +7% 72
MWM
3424
Mattern Wealth Management
Kansas
$501M +$20.4M +4% 167
BZWA
3425
Blue Zone Wealth Advisors
California
$501M +$101M +25% 131