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
TFM
3651
TFC Financial Management
Massachusetts
$329M +$28M +9% 624
SWK
3652
Stephen W. Kidder
$329M +$10.4M +3% 77
MAC
3653
Mason & Associates (California)
California
$329M 97
CAWM
3654
Capital Advisors Wealth Management
Washington
$329M +$47.1M +17% 123
SGMPI
3655
Spark Growth Management Partners II
Massachusetts
$329M 3
IFA
3656
Invus Financial Advisors
New York
$329M -$44.2M -12% 9
SAM
3657
Smithbridge Asset Management
Pennsylvania
$329M +$27.1M +9% 117
MWM
3658
MinichMacGregor Wealth Management
New York
$329M +$31.5M +11% 95
AGA
3659
Arkos Global Advisors
Texas
$328M +$29.8M +10% 95
SCM
3660
Sio Capital Management
New York
$328M +$18.2M +6% 83
MSM
3661
Mayfield Select Management
California
$328M 2
FA
3662
Financial Advisors
Massachusetts
$328M +$32.6M +11% 90
IB
3663
Iyo Bank
Japan
$328M 40
SCP
3664
Siena Capital Partners
Illinois
$328M +$10.7M +3% 116
SAM
3665
SignalPoint Asset Management
Missouri
$328M +$14.6M +5% 243
DFG
3666
Delphi Financial Group
Delaware
$327M -$12.3M -4% 31
TCM
3667
Tao Capital Management
California
$327M -$48.1M -13% 17
WAS
3668
WESPAC Advisors SoCal
California
$327M +$21.3M +7% 88
SACTSONJ
3669
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$327M +$22.7M +7% 226
BWLSA
3670
Blue Water Life Science Advisors
California
$327M +$19.5M +6% 29
SCP
3671
Steamboat Capital Partners
New York
$327M -$104M -24% 48
PIFP
3672
Partners in Financial Planning
Virginia
$327M +$6.39M +2% 97
KC
3673
Kadensa Capital
Hong Kong
$327M +$155M +91% 21
JFA
3674
Johanson Financial Advisors
California
$326M +$36.1M +12% 134
GPWA
3675
Great Point Wealth Advisors
Massachusetts
$326M +$35.5M +12% 61