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
AAA
4026
Affinity Asset Advisors
New York
$254M -$6.12M -2% 90
FFA
4027
Founders Financial Alliance
North Carolina
$254M +$53.8M +27% 520
BDA
4028
Borer Denton & Associates
Pennsylvania
$254M +$13.1M +5% 63
CWM
4029
Chesapeake Wealth Management
Virginia
$254M +$13.9M +6% 161
SF
4030
Susquehanna Foundation
Pennsylvania
$254M +$33.3M +15% 4
BCM
4031
Beck Capital Management
Texas
$254M +$18.6M +8% 132
HWM
4032
Horizon Wealth Management
Illinois
$254M +$120M +90% 86
OH
4033
Oikos Holdings
New York
$253M +$13.2M +6% 10
CPG
4034
Cornerstone Planning Group
New Jersey
$253M 1,569
MAG
4035
Mokosak Advisory Group
Iowa
$253M +$18.2M +8% 25
VSCP
4036
Vesey Street Capital Partners
New York
$253M +$105M +71% 1
RAM
4037
Roanoke Asset Management
New Jersey
$253M +$18.3M +8% 107
WFA
4038
Wade Financial Advisory
California
$252M +$14.3M +6% 78
SC
4039
Stephens Consulting
Michigan
$252M +$86.4M +52% 537
DA
4040
Dash Acquisitions
California
$252M +$36.4M +17% 51
LJHT
4041
Laurie J. Hall Trustee
$252M +$17.5M +7% 275
QFA
4042
Quattro Financial Advisors
Texas
$252M +$7.95M +3% 102
CM
4043
Columbus Macro
Pennsylvania
$252M -$17.4M -6% 186
AAMC
4044
Asset Allocation & Management Company
Illinois
$252M +$2.11M +0.8% 101
BWAM
4045
Boyd Watterson Asset Management
Ohio
$251M +$5.51M +2% 428
DMKJ
4046
David M. Knott Jr
$251M -$3.22M -1% 155
WAM
4047
Wakefield Asset Management
Colorado
$251M +$10.4M +4% 194
EFMC
4048
Empire Financial Management Company
New York
$251M +$5.79M +2% 201
TJHA
4049
Thomas J. Herzfeld Advisors
Florida
$251M +$3.89M +2% 357
BWP
4050
Bernardo Wealth Planning
Pennsylvania
$251M +$18M +8% 97