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
PPWP
4026
Proquility Private Wealth Partners
Nevada
$256M +$3.96M +2% 96
LF
4027
Lantz Financial
Illinois
$255M +$14.9M +6% 197
OAM
4028
Origin Asset Management
United Kingdom
$255M -$86.1M -25% 31
MAM
4029
McLean Asset Management
Virginia
$255M +$12.1M +5% 134
IC
4030
Innealta Capital
Texas
$255M +$18.5M +8% 77
PFS
4031
Physicians Financial Services
North Carolina
$255M +$18.2M +8% 108
WIM
4032
Warwick Investment Management
Texas
$255M +$18.9M +8% 70
MLA
4033
My Legacy Advisors
Oregon
$254M +$21.2M +9% 223
SWRP
4034
Summit Wealth & Retirement Planning
California
$254M -$13.2M -5% 109
IVMX
4035
Institutional Venture Management XV
California
$254M -$87.5M -26% 6
AAA
4036
Affinity Asset Advisors
New York
$254M -$6.12M -2% 90
FFA
4037
Founders Financial Alliance
North Carolina
$254M +$53.8M +27% 520
BDA
4038
Borer Denton & Associates
Pennsylvania
$254M +$13.1M +5% 63
CWM
4039
Chesapeake Wealth Management
Virginia
$254M +$13.9M +6% 161
SF
4040
Susquehanna Foundation
Pennsylvania
$254M +$33.3M +15% 4
BCM
4041
Beck Capital Management
Texas
$254M +$18.6M +8% 132
HWM
4042
Horizon Wealth Management
Illinois
$254M +$120M +90% 86
OH
4043
Oikos Holdings
New York
$253M +$13.2M +6% 10
CPG
4044
Cornerstone Planning Group
New Jersey
$253M 1,569
MAG
4045
Mokosak Advisory Group
Iowa
$253M +$18.2M +8% 25
VSCP
4046
Vesey Street Capital Partners
New York
$253M +$105M +71% 1
RAM
4047
Roanoke Asset Management
New Jersey
$253M +$18.3M +8% 107
WFA
4048
Wade Financial Advisory
California
$252M +$14.3M +6% 78
SC
4049
Stephens Consulting
Michigan
$252M +$86.4M +52% 537
DA
4050
Dash Acquisitions
California
$252M +$36.4M +17% 51