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
ODA
4076
One Degree Advisors
California
$381M +$17.4M +5% 75
CPWA
4077
Cerro Pacific Wealth Advisors
California
$381M +$10.3M +3% 170
CIC
4078
Chase Investment Counsel
Virginia
$381M +$23.3M +7% 167
PWMG
4079
Private Wealth Management Group
New Jersey
$381M +$6.43M +2% 1,571
GL
4080
Globe Life
Texas
$381M -$17M -4% 2
EPP
4081
ETF Portfolio Partners
Kansas
$381M -$7.01M -2% 71
SFWC
4082
Strategic Family Wealth Counselors
New Jersey
$381M -$64.9M -15% 226
AWA
4083
Aquire Wealth Advisors
Utah
$380M -$4.02M -1% 51
OCP
4084
OCO Capital Partners
New York
$380M +$29.1M +8% 9
MW
4085
Marks Wealth
Maryland
$380M +$81.4M +27% 22
BCFS
4086
Butensky & Cohen Financial Security
Florida
$380M +$10.3M +3% 98
MC
4087
Muhlenkamp & Co
Pennsylvania
$380M +$7.97M +2% 30
AC
4088
Attestor Capital
Cayman Islands
$380M +$168M +79% 10
RWA
4089
Rooted Wealth Advisors
Illinois
$379M +$23.8M +7% 149
CSWG
4090
Cardinal Strategic Wealth Guidance
Kentucky
$379M -$3.46M -0.9% 65
BP
4091
BWM Planning
Texas
$379M +$4.88M +1% 98
NICM
4092
Neo Ivy Capital Management
New York
$379M -$254M -40% 527
KFS
4093
Kurt F. Somerville
$379M -$211M -36% 107
CFG
4094
Carr Financial Group
Massachusetts
$379M +$3.59M +1% 192
MLFP
4095
MPS Loria Financial Planners
Illinois
$379M -$10M -3% 90
FW
4096
Fairway Wealth
Ohio
$379M +$8.17M +2% 273
PIM
4097
Progressive Investment Management
Oregon
$379M -$39.2M -9% 63
HFA
4098
Highland Financial Advisors
New Jersey
$379M +$18M +5% 73
LFGO
4099
Legacy Financial Group (Oklahoma)
Oklahoma
$378M -$3M -0.8% 96
MBFW
4100
Morton Brown Family Wealth
Pennsylvania
$378M +$11.2M +3% 304