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
KFP
3526
KB Financial Partners
New Jersey
$348M +$75.2M +28% 677
GWM
3527
GSB Wealth Management
Connecticut
$348M +$154M +79% 228
SFA
3528
Souders Financial Advisors
Ohio
$348M +$38.1M +12% 142
RWB
3529
RMR Wealth Builders
New Jersey
$348M +$7.64M +2% 210
FPTW
3530
Franklin, Parlapiano, Turner & Welch
Texas
$348M +$29.6M +9% 52
MCA
3531
Mendon Capital Advisors
Florida
$348M +$54.5M +19% 73
CCMT
3532
CMT Capital Markets Trading
Germany
$348M +$83.9M +32% 135
CF
3533
Corrigan Financial
Rhode Island
$348M +$20.7M +6% 90
TGI
3534
TRV GP IV
Massachusetts
$348M -$93M -21% 5
JSC
3535
Jackson Square Capital
California
$348M +$40M +13% 197
DIM
3536
Delta Investment Management
California
$348M +$29.4M +9% 196
ETS
3537
ESL Trust Services
New York
$347M +$19.3M +6% 24
PCWA
3538
Pacific Capital Wealth Advisors
California
$347M +$32.4M +10% 92
RWP
3539
Revolve Wealth Partners
New Jersey
$347M 149
WC
3540
Winmill & Co
New York
$347M +$34.4M +11% 87
LWA
3541
Lineweaver Wealth Advisors
Ohio
$347M +$19.2M +6% 144
LFM
3542
LGT Fund Management
Liechtenstein
$347M 174
PWA
3543
Peterson Wealth Advisors
Utah
$347M +$44.2M +15% 60
FSA
3544
Fort Sheridan Advisors
Illinois
$347M +$41M +13% 214
BRA
3545
Bender Robert & Associates
California
$347M -$2.81M -0.8% 49
EWP
3546
Engrave Wealth Partners
Texas
$346M +$7.85M +2% 75
AAM
3547
Arabesque Asset Management
United Kingdom
$346M +$47.6M +16% 211
LTI
3548
Laffer Tengler Investments
Tennessee
$346M +$644K +0.2% 498
CDIA
3549
Capital Directions Investment Advisors
Georgia
$346M +$18.7M +6% 265
DMC
3550
Drexel Morgan & Co
Pennsylvania
$346M +$34.5M +11% 47