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
RRC
4001
Relaxing Retirement Coach
Massachusetts
$212M +$13.4M +7% 60
MFGP
4002
Marshall Financial Group (Pennsylvania)
Pennsylvania
$212M -$8.54M -4% 55
WCM
4003
Whitener Capital Management
North Carolina
$212M -$10.3M -5% 139
DA
4004
Denali Advisors
California
$211M -$17.9M -8% 429
KC
4005
Knuff & Co
California
$211M -$11.1M -5% 143
PMA
4006
Prudent Man Advisors
Illinois
$211M -$3.13M -1% 182
TA
4007
TrueWealth Advisors
Alabama
$211M -$3.96M -2% 179
AWAM
4008
Appian Way Asset Management
New York
$211M -$34.2M -14% 39
SCM
4009
Susquehanna Capital Management
Pennsylvania
$211M +$65.4M +45% 2
SIM
4010
Sentry Investment Management
Wisconsin
$211M -$10.6M -5% 540
FFA
4011
Fairfield Financial Advisors
Massachusetts
$211M -$5.42M -3% 329
FA
4012
Fiducient Advisors
Illinois
$211M -$55.6M -21% 85
P2P
4013
Phase 2 Partners
California
$211M +$16.1M +8% 35
OAJ
4014
Ogorek Anthony Joseph
New York
$210M -$7.1M -3% 223
NWA
4015
New World Advisors
Massachusetts
$210M +$24.8M +13% 67
MPW
4016
MGO Private Wealth
California
$210M 130
BAM
4017
Baldrige Asset Management
Pennsylvania
$210M -$8.2M -4% 316
RAM
4018
Roanoke Asset Management
New Jersey
$210M -$12.5M -6% 112
WA
4019
Wealthstar Advisors
Texas
$210M -$25.6M -11% 97
PWM
4020
PRW Wealth Management
Massachusetts
$210M +$39.9M +23% 111
KCMH
4021
Keywise Capital Management (HK)
Hong Kong
$210M +$93.4M +80% 20
ACM
4022
Anfield Capital Management
California
$210M -$11.2M -5% 94
VC
4023
Vision Capital
Ontario, Canada
$210M -$12.7M -6% 16
TGM
4024
Tenzing Global Management
California
$210M +$9.01M +4% 16
TWA
4025
TPB Wealth Advisors
Texas
$210M -$12.4M -6% 51