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
3851
Keystone Financial Planning
Ohio
$294M +$18.5M +7% 46
RWI
3852
Red Wave Investments
Pennsylvania
$293M +$15.8M +6% 103
EA
3853
Evergreen Advisors
Tennessee
$293M +$12.2M +4% 15
AIC
3854
Ayalon Insurance Company
Israel
$293M +$15.1M +5% 136
TWM
3855
Thrive Wealth Management
Pennsylvania
$293M 145
SWRP
3856
Summit Wealth & Retirement Planning
California
$293M +$19.3M +7% 100
MC
3857
Mathes Company
New York
$292M +$22.8M +8% 136
PCM
3858
Pennsylvania Capital Management
Pennsylvania
$292M +$68.1M +30% 115
AIA
3859
Allied Investment Advisors
Montana
$292M +$27.9M +11% 61
SHIM
3860
Stone House Investment Management
Pennsylvania
$292M +$35.7M +14% 46
WWP
3861
Waypoint Wealth Partners
California
$292M +$25.1M +9% 50
PRWA
3862
Platte River Wealth Advisors
Colorado
$292M +$21.9M +8% 92
CCIA
3863
Campbell & Co Investment Adviser
Maryland
$292M -$14.9M -5% 892
KRC
3864
Kehrs Ridge Capital
New Jersey
$292M -$5.5M -2% 42
WPP
3865
Whalerock Point Partners
Rhode Island
$292M +$33.7M +13% 157
AFA
3866
Alta Fundamental Advisers
New York
$292M +$59.9M +26% 25
WA
3867
Wealthstar Advisors
Texas
$291M +$17.6M +6% 105
SA
3868
Scarborough Advisors
Maryland
$291M 62
HCM
3869
Hillman Capital Management
Maryland
$291M +$6.09M +2% 58
OHWP
3870
Oak Harbor Wealth Partners
North Carolina
$290M 233
ACM
3871
Anfield Capital Management
California
$290M -$30.6M -10% 137
H2CM
3872
H/2 Credit Manager
Connecticut
$290M -$68M -19% 12
WAM
3873
Wakefield Asset Management
Colorado
$290M +$24.3M +9% 184
W
3874
WealthOne
New York
$290M +$23M +9% 140
PCMC
3875
Private Capital Management (Colorado)
Colorado
$290M +$45.4M +19% 149