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
MWP
3751
Moller Wealth Partners
$313M +$10.9M +4% 50
FSA
3752
Financial Services Advisory
Maryland
$313M +$18.4M +6% 54
WA
3753
WealthTrust Axiom
Pennsylvania
$313M +$17.5M +6% 276
SIA
3754
SeaBridge Investment Advisors
New Jersey
$312M +$7.89M +3% 141
KS
3755
Karpas Strategies
Connecticut
$312M +$9.18M +3% 124
AWM
3756
Adams Wealth Management
Utah
$312M +$56.1M +22% 79
DC
3757
Defender Capital
North Carolina
$312M +$4.5M +1% 45
SFWC
3758
Strategic Family Wealth Counselors
New Jersey
$312M +$19.8M +7% 110
IWP
3759
IAG Wealth Partners
Wisconsin
$312M +$30.8M +11% 441
RRCP
3760
Rip Road Capital Partners
Massachusetts
$312M -$26.9M -8% 17
GGI
3761
Godsey & Gibb Inc
Virginia
$312M +$87.6M +39% 155
PFU
3762
Parus Finance (UK)
United Kingdom
$312M -$35.2M -10% 34
NL
3763
NKCFO LLC
Illinois
$311M +$12.7M +4% 125
CIA
3764
Compass Ion Advisors
Pennsylvania
$311M +$32.6M +12% 107
TA
3765
TRB Advisors
New York
$311M +$34.5M +12% 8
KLI
3766
Kelman-Lazarov Inc
Tennessee
$311M +$25.2M +9% 87
NC
3767
NinePointTwo Capital
California
$311M +$52.5M +20% 204
TAM
3768
Tucker Asset Management
Colorado
$310M +$32.8M +12% 461
DCM
3769
Divisar Capital Management
California
$310M +$18.1M +6% 31
CWS
3770
Confluence Wealth Services
Pennsylvania
$310M 1,284
DDSF
3771
Diana Davis Spencer Foundation
Maryland
$310M -$3.6M -1% 3
FCFC
3772
First Commonwealth Financial Corp
Pennsylvania
$310M +$32.3M +12% 179
PCM
3773
Poehling Capital Management
Wisconsin
$310M +$13.6M +5% 145
SRC
3774
Stone Run Capital
New York
$310M +$18M +6% 67
SC
3775
Scholtz & Company
Connecticut
$309M +$26.8M +9% 77