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
FFS
4151
Fischer Financial Services
Pennsylvania
$340M +$29.6M +10% 63
PIC
4152
Portland Investment Counsel
Ontario, Canada
$340M +$10.8M +3% 51
CWA
4153
CM Wealth Advisors
Ohio
$340M +$27.2M +9% 89
MLFP
4154
MPS Loria Financial Planners
Illinois
$340M +$2.73M +0.8% 85
SWM
4155
Silverlake Wealth Management
Vermont
$340M +$79.2M +30% 324
NTCM
4156
Nut Tree Capital Management
New York
$340M +$32.8M +11% 12
UC
4157
Unio Capital
New Jersey
$340M +$78.9M +30% 24
QC
4158
Quantessence Capital
New York
$340M -$60.2M -15% 483
KFS
4159
Kelly Financial Services
Massachusetts
$339M +$51.7M +18% 124
BA
4160
Ballast Advisors
Minnesota
$339M +$25.6M +8% 173
RBFC
4161
Roman Butler Fullerton & Co
Missouri
$339M +$81.7M +32% 266
IHWM
4162
Iron Horse Wealth Management
Iowa
$339M +$27.5M +9% 647
CFG
4163
Carr Financial Group
Massachusetts
$339M +$33.7M +11% 197
KLCM
4164
KG&L Capital Management
Louisiana
$339M +$30.2M +10% 214
DBRC
4165
D.B. Root & Company
Pennsylvania
$339M +$29M +9% 204
GCA
4166
Gradient Capital Advisors
California
$339M +$32.1M +10% 166
DP
4167
Divergent Planning
Maryland
$338M +$37M +12% 36
LFGO
4168
Legacy Financial Group (Oklahoma)
Oklahoma
$338M +$26.8M +9% 93
NG
4169
NatWest Group
United Kingdom
$338M -$991K -0.3% 38
SM
4170
Selkirk Management
New Jersey
$338M +$77.6M +30% 15
WBC
4171
West Branch Capital
Massachusetts
$338M +$38.4M +13% 541
TA
4172
TrueWealth Advisors
Alabama
$338M +$33.4M +11% 226
HFS
4173
Haverford Financial Services
Pennsylvania
$338M +$13.2M +4% 44
BTD
4174
BankPlus Trust Department
Mississippi
$338M +$38.1M +13% 488
HWP
4175
Highline Wealth Partners
California
$338M +$40.9M +14% 1,100