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
WFM
3851
Wolff Financial Management
Michigan
$132M -$18.3M -12% 86
BHWA
3852
Beacon Harbor Wealth Advisors
Virginia
$132M -$36.8M -22% 63
PCWA
3853
Pacific Capital Wealth Advisors
California
$132M -$17.6M -12% 57
MSFP
3854
Mark Sheptoff Financial Planning
Connecticut
$132M -$26.6M -17% 396
WGRM
3855
Waterton Global Resource Management
Ontario, Canada
$132M -$22.5M -15% 5
EE
3856
EWG Elevate
California
$132M -$52M -28% 87
EPCA
3857
Elizabeth Park Capital Advisors
Ohio
$132M -$123M -48% 45
OFCM
3858
One Fin Capital Management
California
$132M -$51.5M -28% 32
OWM
3859
Opes Wealth Management
California
$132M -$27.6M -17% 58
OFG
3860
Omega Financial Group
California
$132M -$20.2M -13% 65
SCM
3861
Smith Capital Management
Arkansas
$132M -$24.7M -16% 89
PWAP
3862
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$132M -$55.7M -30% 130
BDF
3863
Black Diamond Financial
Maryland
$132M -$6.31M -5% 75
WA
3864
Wealthstar Advisors
Texas
$132M -$23.8M -15% 105
DMBA
3865
Deseret Mutual Benefit Administrators
Utah
$132M +$5.26M +4% 6
CWA
3866
Core Wealth Advisors
Florida
$131M -$42.8M -25% 180
VSWA
3867
Vontobel Swiss Wealth Advisors
Switzerland
$131M -$21.6M -14% 97
MCP
3868
Martin Capital Partners
Oregon
$131M -$37.9M -22% 69
AWM
3869
Aries Wealth Management
Maine
$131M -$32.7M -20% 162
SDH
3870
Sloy Dahl & Holst
Washington
$131M +$23.6M +22% 47
VCM
3871
Voce Capital Management
California
$131M -$39.6M -23% 18
ARG
3872
Advisory Resource Group
Oklahoma
$131M -$46.8M -26% 79
DIM
3873
Delta Investment Management
California
$131M -$144M -52% 157
GA
3874
GRS Advisors
Illinois
$131M -$42.7M -25% 29
SC
3875
Scholtz & Company
Connecticut
$131M -$41.7M -24% 72