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
AGWCA
3401
Annis Gardner Whiting Capital Advisors
Florida
$528M +$42.8M +9% 1,370
PFA
3402
Pettinga Financial Advisors
Indiana
$527M +$14.4M +3% 151
CSIA
3403
Conrad Siegel Investment Advisors
Pennsylvania
$527M +$50.9M +11% 65
MFS
3404
McNamara Financial Services
Massachusetts
$527M -$10.8M -2% 103
RCM
3405
Requisite Capital Management
Texas
$527M -$68.3M -11% 389
TCM
3406
TruNorth Capital Management
Michigan
$527M +$21.3M +4% 414
VWS
3407
Virtus Wealth Solutions
New Jersey
$527M +$7.17M +1% 65
ATS
3408
Ashton Thomas Securities
New York
$527M -$189M -26% 422
CFP
3409
Curran Financial Partners
South Carolina
$527M +$21.2M +4% 139
CC
3410
Conversant Capital
New Jersey
$526M +$48.2M +10% 15
WFA
3411
WestHill Financial Advisors
California
$526M +$16.2M +3% 83
WW
3412
Waterfront Wealth
Kansas
$526M +$38M +8% 281
WPP
3413
Whalerock Point Partners
Rhode Island
$526M +$33.2M +7% 206
HW
3414
Hamilton Wealth
California
$526M +$46.3M +10% 135
CA
3415
Cambridge Advisors
Nebraska
$525M +$13.6M +3% 179
SL
3416
Systelligence LLC
Minnesota
$525M -$1.97M -0.4% 67
FWM
3417
FFT Wealth Management
Pennsylvania
$525M -$19.6M -4% 92
BWP
3418
Bernardo Wealth Planning
Pennsylvania
$525M +$14.7M +3% 133
OIS
3419
Okabena Investment Services
Minnesota
$524M +$9.64M +2% 154
HBCM
3420
Heron Bay Capital Management
Michigan
$524M -$11.5M -2% 127
PWMG
3421
Prestige Wealth Management Group
New Jersey
$524M +$5.86M +1% 1,039
MC
3422
Machina Capital
France
$524M -$44.5M -8% 432
TI
3423
TrueMark Investments
Illinois
$523M -$51.9M -9% 301
MKA
3424
M. Kulyk & Associates
Georgia
$523M +$31.1M +6% 114
DAC
3425
Dividend Assets Capital
South Carolina
$523M -$47.1M -8% 146