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
BWP
4051
Bernardo Wealth Planning
Pennsylvania
$251M +$18M +8% 97
THL
4052
Tillman Hartley LLC
Colorado
$251M +$15.4M +7% 76
CWM
4053
Centric Wealth Management
Illinois
$251M +$20.3M +9% 125
NL
4054
Navalign LLC
California
$251M +$11.5M +5% 117
AWA
4055
Aquire Wealth Advisors
Utah
$251M +$22.1M +10% 40
CFG
4056
Carr Financial Group
Massachusetts
$251M +$23.6M +10% 184
PCA
4057
PL Capital Advisors
Florida
$250M -$33.1M -12% 40
CCM
4058
Carronade Capital Management
Connecticut
$250M +$9.27M +4% 27
SGH
4059
Sivik Global Healthcare
Connecticut
$250M +$17.6M +8% 48
WMA
4060
West Michigan Advisors
Michigan
$250M +$74.1M +42% 263
WCM
4061
WealthBridge Capital Management
Ohio
$250M -$859K -0.3% 202
JCIA
4062
Jackson Creek Investment Advisors
Colorado
$250M +$11.8M +5% 378
FFA
4063
Fairfield Financial Advisors
Massachusetts
$250M +$19.2M +8% 334
AA
4064
Auxano Advisors
Washington
$250M -$55.9K -0% 106
WA
4065
WP Advisors
California
$250M +$7.49M +3% 105
CA
4066
Crumly & Associates
Illinois
$250M +$19.5M +8% 124
BFA
4067
BBJS Financial Advisors
Washington
$250M +$4.28M +2% 133
RFWA
4068
RPg Family Wealth Advisory
Massachusetts
$250M +$67.6M +37% 123
GCA
4069
Gradient Capital Advisors
California
$249M +$14.2M +6% 142
CWA
4070
Core Wealth Advisors
Florida
$249M -$1.54M -0.6% 281
WWM
4071
Wiser Wealth Management
Georgia
$249M +$15M +6% 35
JSC
4072
Jackson Square Capital
California
$249M +$25.6M +11% 131
FLI
4073
Family Legacy Inc
South Carolina
$248M +$14.7M +6% 115
KA
4074
Kozak & Associates
Colorado
$248M +$25.2M +11% 368
KTM
4075
Keeler Thomas Management
Utah
$248M +$34.8M +16% 72