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
CP
3801
Capital Planning
Washington
$358M -$23.7M -6% 98
SL
3802
SWF LLC
Nebraska
$358M +$62.4M +21% 5
MSS
3803
Mitchell Sinkler & Starr
Pennsylvania
$357M -$17.6M -5% 192
PIM
3804
Progressive Investment Management
Oregon
$357M -$32.3M -8% 58
SCA
3805
St. Clair Advisors
Ohio
$357M +$8.66M +2% 82
ECA
3806
Elevated Capital Advisors
Utah
$357M -$10.1M -3% 263
WG
3807
Watchman Group
Texas
$357M -$24M -6% 89
ICP
3808
Interchange Capital Partners
Pennsylvania
$357M +$81.3M +29% 282
DBIA
3809
Dumont & Blake Investment Advisors
New Jersey
$357M -$15.8M -4% 211
SB
3810
Sunflower Bank
Texas
$357M -$3.05M -0.8% 130
AFG
3811
ABLE Financial Group
Arizona
$357M +$18M +5% 212
WMWM
3812
Whitaker-Myers Wealth Managers
Ohio
$357M +$13.6M +4% 148
SL
3813
Sentinus LLC
Illinois
$357M +$14.6M +4% 211
DC
3814
Decheng Capital
California
$356M -$110M -24% 29
WWM
3815
Wiser Wealth Management
Georgia
$356M +$172K +0% 49
FFG
3816
Frisch Financial Group
New York
$356M +$26M +8% 137
CIM
3817
Coleford Investment Management
Canada
$356M -$22.5M -6% 20
B
3818
BetterWealth
California
$356M -$6.62M -2% 72
SI
3819
Seeds Investor
New York
$356M +$5.41M +2% 297
SDAM
3820
Shulman DeMeo Asset Management
New York
$356M -$14.5M -4% 122
WFPG
3821
Waller Financial Planning Group
Ohio
$356M -$40.8M -10% 74
DA
3822
Doliver Advisors
Texas
$356M -$3.97M -1% 171
DA
3823
Drake & Associates
Wisconsin
$356M +$4.5M +1% 90
GIP
3824
Gavilan Investment Partners
California
$356M -$5.04M -1% 13
PWM
3825
Paulson Wealth Management
Illinois
$355M -$11.2M -3% 141