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
HP
4101
Holistic Planning
Texas
$349M +$54.1M +18% 220
TCWM
4102
Total Clarity Wealth Management
Illinois
$349M +$43M +14% 353
GOCP
4103
Great Oak Capital Partners
Massachusetts
$349M +$50M +17% 36
RCA
4104
Riverview Capital Advisers
Massachusetts
$349M +$30.8M +10% 99
PGWM
4105
Parisi Gray Wealth Management
New Jersey
$349M +$42.7M +14% 123
FFM
4106
Flagstone Financial Management
Nebraska
$349M +$38.4M +12% 60
CWM
4107
Centurion Wealth Management
Virginia
$349M +$29.1M +9% 249
CWAF
4108
Core Wealth Advisors (Florida)
Florida
$348M +$33.6M +11% 78
RWA
4109
Roberts Wealth Advisors
California
$348M +$23.6M +7% 100
PWC
4110
PYA Waltman Capital
Tennessee
$347M +$29.3M +9% 78
MCA
4111
MSH Capital Advisors
Arizona
$347M +$23.7M +7% 252
VIP
4112
Vista Investment Partners
Oklahoma
$347M +$18.6M +6% 164
SFG
4113
Snider Financial Group
Washington
$347M +$38.9M +13% 121
PP
4114
Prosperity Planning
Missouri
$347M +$27.2M +9% 107
CSWG
4115
Cardinal Strategic Wealth Guidance
Kentucky
$347M +$33.6M +11% 66
EFMC
4116
Empire Financial Management Company
New York
$347M +$23M +7% 208
AIC
4117
Ayalon Insurance Company
Israel
$346M +$36.6M +12% 59
LCM
4118
Lynx1 Capital Management
Puerto Rico
$346M +$66.9M +24% 15
TI
4119
tru Independence
Oregon
$346M +$23.6M +7% 121
YAG
4120
Yorkville Advisors Global
New Jersey
$346M 21
KFG
4121
Kelly Financial Group
Connecticut
$346M +$25.6M +8% 89
DF
4122
Dunhill Financial
United Kingdom
$345M +$125M +57% 1,147
RH
4123
RFG Holdings
Texas
$345M +$37.7M +12% 63
BAM
4124
BOCHK Asset Management
Hong Kong
$345M +$167M +94% 72
DA
4125
Detalus Advisors
Missouri
$345M +$26.6M +8% 180