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
CP
4001
Capital Planning
Washington
$307M +$25.4M +9% 85
GPA
4002
Guidance Point Advisors
Massachusetts
$307M +$36.1M +13% 86
AWM
4003
Atticus Wealth Management
Florida
$306M +$22.4M +8% 588
WCM
4004
Whitener Capital Management
North Carolina
$305M +$29.2M +11% 159
WKWM
4005
Walter & Keenan Wealth Management
Indiana
$305M +$25.6M +9% 150
AWAM
4006
Appian Way Asset Management
New York
$305M -$3.73M -1% 53
RAM
4007
Roanoke Asset Management
New Jersey
$305M +$35.2M +13% 108
SCM
4008
SG Capital Management
Illinois
$305M +$23.2M +8% 68
WA
4009
WP Advisors
California
$305M +$34.7M +13% 108
WWM
4010
Wiser Wealth Management
Georgia
$305M +$30.4M +11% 36
OKSA
4011
O'Keefe Stevens Advisory
New York
$305M +$56.4M +23% 67
SPC
4012
Stony Point Capital
New York
$305M +$1.86M +0.6% 30
LAM
4013
L2 Asset Management
Massachusetts
$305M +$61.5M +25% 213
SCPM
4014
Sea Cliff Partners Management
California
$304M +$47.9M +19% 17
OBGC
4015
O'Brien Greene & Co
Pennsylvania
$304M +$19.8M +7% 138
AIM
4016
Alpine Investment Management
Hong Kong
$304M +$59.7M +24% 20
CWM
4017
Cedar Wealth Management
California
$304M +$29.3M +11% 364
SFA
4018
Semmax Financial Advisors
North Carolina
$304M +$29.3M +11% 451
AFS
4019
Annapolis Financial Services
Maryland
$304M -$95.5M -24% 478
SF
4020
Susquehanna Foundation
Pennsylvania
$303M +$23M +8% 4
MFGP
4021
Marshall Financial Group (Pennsylvania)
Pennsylvania
$303M +$23.3M +8% 58
MAG
4022
Mokosak Advisory Group
Iowa
$303M +$24.1M +9% 31
HIF
4023
Hill Island Financial
Michigan
$303M +$9.45M +3% 72
AIM
4024
Access Investment Management
Georgia
$303M +$34.7M +13% 103
JIC
4025
JRM Investment Counsel
Nebraska
$303M +$29.1M +11% 21