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
MLFP
3976
MPS Loria Financial Planners
Illinois
$247M +$22.4M +10% 74
KI
3977
Kensington Investments
Netherlands
$247M +$51.6M +26% 1
TJHA
3978
Thomas J. Herzfeld Advisors
Florida
$247M +$3.13M +1% 345
B
3979
BetterWealth
California
$247M +$24.9M +11% 45
PA
3980
Pantechnicon Advisors
United Kingdom
$247M +$60.2M +32% 21
MVG
3981
Madrona Venture Group
Washington
$247M +$38.9M +19% 6
IAM
3982
Innovis Asset Management
Illinois
$247M +$25.2M +11% 176
FCM
3983
Fortis Capital Management
Washington
$247M +$112M +83% 103
GSAM
3984
Grant Street Asset Management
Pennsylvania
$246M +$14.7M +6% 62
OFS
3985
OneAscent Financial Services
Alabama
$246M +$11M +5% 213
CA
3986
Claar Advisors
New York
$246M +$18.9M +8% 34
MFGP
3987
Marshall Financial Group (Pennsylvania)
Pennsylvania
$246M +$13.3M +6% 51
BWAM
3988
Boyd Watterson Asset Management
Ohio
$246M +$3.18M +1% 428
FI
3989
Financial Insights
Washington
$246M +$34.5M +16% 177
NC
3990
Nokomis Capital
Texas
$245M +$8.63M +4% 59
HNWAG
3991
High Net Worth Advisory Group
Florida
$245M -$11.8M -5% 627
BFA
3992
BBJS Financial Advisors
Washington
$245M +$23.5M +11% 144
EFMC
3993
Empire Financial Management Company
New York
$245M 189
MWC
3994
MBM Wealth Consultants
Missouri
$245M +$29.1M +13% 351
OAJ
3995
Ogorek Anthony Joseph
New York
$245M +$14.8M +6% 287
AWM
3996
Accel Wealth Management
Iowa
$245M +$35.6M +17% 1,308
CCP
3997
Caden Capital Partners
California
$244M +$26.1M +12% 13
KWS
3998
Keystone Wealth Services
California
$244M +$15.2M +7% 200
CWM
3999
Cedar Wealth Management
California
$244M +$41.8M +21% 318
CAMV
4000
Concord Asset Management (Virginia)
Virginia
$244M +$96.1M +65% 117