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
MFGP
4001
Marshall Financial Group (Pennsylvania)
Pennsylvania
$212M -$8.54M -4% 55
WCM
4002
Whitener Capital Management
North Carolina
$212M -$10.3M -5% 139
DA
4003
Denali Advisors
California
$211M -$17.9M -8% 429
KC
4004
Knuff & Co
California
$211M -$11.1M -5% 143
PMA
4005
Prudent Man Advisors
Illinois
$211M -$3.13M -1% 182
TA
4006
TrueWealth Advisors
Alabama
$211M -$3.96M -2% 179
AWAM
4007
Appian Way Asset Management
New York
$211M -$34.2M -14% 39
SCM
4008
Susquehanna Capital Management
Pennsylvania
$211M +$65.4M +45% 2
SIM
4009
Sentry Investment Management
Wisconsin
$211M -$10.6M -5% 540
FFA
4010
Fairfield Financial Advisors
Massachusetts
$211M -$5.42M -3% 329
FA
4011
Fiducient Advisors
Illinois
$211M -$55.6M -21% 85
P2P
4012
Phase 2 Partners
California
$211M +$16.1M +8% 35
OAJ
4013
Ogorek Anthony Joseph
New York
$210M -$7.1M -3% 223
NWA
4014
New World Advisors
Massachusetts
$210M +$24.8M +13% 67
MPW
4015
MGO Private Wealth
California
$210M 130
BAM
4016
Baldrige Asset Management
Pennsylvania
$210M -$8.2M -4% 316
RAM
4017
Roanoke Asset Management
New Jersey
$210M -$12.5M -6% 112
WA
4018
Wealthstar Advisors
Texas
$210M -$25.6M -11% 97
PWM
4019
PRW Wealth Management
Massachusetts
$210M +$39.9M +23% 111
KCMH
4020
Keywise Capital Management (HK)
Hong Kong
$210M +$93.4M +80% 20
ACM
4021
Anfield Capital Management
California
$210M -$11.2M -5% 94
VC
4022
Vision Capital
Ontario, Canada
$210M -$12.7M -6% 16
TGM
4023
Tenzing Global Management
California
$210M +$9.01M +4% 16
TWA
4024
TPB Wealth Advisors
Texas
$210M -$12.4M -6% 51
SCP
4025
Shorepoint Capital Partners
Massachusetts
$210M -$27M -11% 85