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
IC
4026
Innealta Capital
Texas
$255M +$18.5M +8% 77
PFS
4027
Physicians Financial Services
North Carolina
$255M +$18.2M +8% 108
WIM
4028
Warwick Investment Management
Texas
$255M +$18.9M +8% 70
MLA
4029
My Legacy Advisors
Oregon
$254M +$21.2M +9% 223
SWRP
4030
Summit Wealth & Retirement Planning
California
$254M -$13.2M -5% 109
IVMX
4031
Institutional Venture Management XV
California
$254M -$87.5M -26% 6
AAA
4032
Affinity Asset Advisors
New York
$254M -$6.12M -2% 90
FFA
4033
Founders Financial Alliance
North Carolina
$254M +$53.8M +27% 520
BDA
4034
Borer Denton & Associates
Pennsylvania
$254M +$13.1M +5% 63
CWM
4035
Chesapeake Wealth Management
Virginia
$254M +$13.9M +6% 161
SF
4036
Susquehanna Foundation
Pennsylvania
$254M +$33.3M +15% 4
BCM
4037
Beck Capital Management
Texas
$254M +$18.6M +8% 132
HWM
4038
Horizon Wealth Management
Illinois
$254M +$120M +90% 86
OH
4039
Oikos Holdings
New York
$253M +$13.2M +6% 10
CPG
4040
Cornerstone Planning Group
New Jersey
$253M 1,569
MAG
4041
Mokosak Advisory Group
Iowa
$253M +$18.2M +8% 25
VSCP
4042
Vesey Street Capital Partners
New York
$253M +$105M +71% 1
RAM
4043
Roanoke Asset Management
New Jersey
$253M +$18.3M +8% 107
WFA
4044
Wade Financial Advisory
California
$252M +$14.3M +6% 78
SC
4045
Stephens Consulting
Michigan
$252M +$86.4M +52% 537
DA
4046
Dash Acquisitions
California
$252M +$36.4M +17% 51
LJHT
4047
Laurie J. Hall Trustee
$252M +$17.5M +7% 275
QFA
4048
Quattro Financial Advisors
Texas
$252M +$7.95M +3% 102
CM
4049
Columbus Macro
Pennsylvania
$252M -$17.4M -6% 186
AAMC
4050
Asset Allocation & Management Company
Illinois
$252M +$2.11M +0.8% 101