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
WMA
4051
West Michigan Advisors
Michigan
$331M -$99K -0% 242
WKWM
4052
Walter & Keenan Wealth Management
Indiana
$331M +$1.75M +0.5% 156
FFG
4053
Frisch Financial Group
New York
$330M -$2.12M -0.6% 138
SP
4054
SWS Partners
Ohio
$330M +$16.3M +5% 125
PTP
4055
Platform Technology Partners
New York
$330M +$12.1M +4% 236
MC
4056
Muhlenkamp & Co
Pennsylvania
$329M +$3.13M +1% 30
NWAG
4057
Net Worth Advisory Group
Utah
$329M -$7.61M -2% 410
PFS
4058
Physicians Financial Services
North Carolina
$329M +$7.81M +2% 110
WP
4059
Westmount Partners
California
$329M -$3.37M -1% 235
STP
4060
Science & Technology Partners
New York
$329M 23
RWA
4061
Roberts Wealth Advisors
California
$329M +$20M +6% 105
BOS
4062
Bank of Stockton
California
$329M -$2.59M -0.8% 152
KC
4063
Knuff & Co
California
$329M +$1.35M +0.4% 152
EE
4064
EWG Elevate
California
$328M +$79.3M +32% 162
BCM
4065
Boltwood Capital Management
California
$328M -$9.3M -3% 178
LWM
4066
LongView Wealth Management
Georgia
$328M +$14.8M +5% 208
LCGC
4067
Legacy Capital Group California
California
$328M +$27.4M +9% 363
HFS
4068
Haverford Financial Services
Pennsylvania
$328M -$21.4M -6% 43
CCP
4069
Caden Capital Partners
California
$328M +$31.2M +11% 15
T
4070
TOBAM
France
$328M -$221M -40% 343
NC
4071
NovaPoint Capital
Georgia
$328M +$5.25M +2% 135
TWP
4072
Tempus Wealth Planning
California
$327M +$54.4M +20% 263
DF
4073
DecisionPoint Financial
Arizona
$327M +$11.4M +4% 272
MFGP
4074
Marshall Financial Group (Pennsylvania)
Pennsylvania
$327M -$3.85M -1% 53
GC
4075
Guidance Capital
Kentucky
$327M +$7.22M +2% 234