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
MLFP
4151
MPS Loria Financial Planners
Illinois
$340M +$2.73M +0.8% 85
SWM
4152
Silverlake Wealth Management
Vermont
$340M +$79.2M +30% 324
NTCM
4153
Nut Tree Capital Management
New York
$340M +$32.8M +11% 12
UC
4154
Unio Capital
New Jersey
$340M +$78.9M +30% 24
QC
4155
Quantessence Capital
New York
$340M -$60.2M -15% 483
KFS
4156
Kelly Financial Services
Massachusetts
$339M +$51.7M +18% 124
BA
4157
Ballast Advisors
Minnesota
$339M +$25.6M +8% 173
RBFC
4158
Roman Butler Fullerton & Co
Missouri
$339M +$81.7M +32% 266
IHWM
4159
Iron Horse Wealth Management
Iowa
$339M +$27.5M +9% 647
CFG
4160
Carr Financial Group
Massachusetts
$339M +$33.7M +11% 197
KLCM
4161
KG&L Capital Management
Louisiana
$339M +$30.2M +10% 214
DBRC
4162
D.B. Root & Company
Pennsylvania
$339M +$29M +9% 204
GCA
4163
Gradient Capital Advisors
California
$339M +$32.1M +10% 166
DP
4164
Divergent Planning
Maryland
$338M +$37M +12% 36
LFGO
4165
Legacy Financial Group (Oklahoma)
Oklahoma
$338M +$26.8M +9% 93
NG
4166
NatWest Group
United Kingdom
$338M -$991K -0.3% 38
SM
4167
Selkirk Management
New Jersey
$338M +$77.6M +30% 15
WBC
4168
West Branch Capital
Massachusetts
$338M +$38.4M +13% 541
TA
4169
TrueWealth Advisors
Alabama
$338M +$33.4M +11% 226
HFS
4170
Haverford Financial Services
Pennsylvania
$338M +$13.2M +4% 44
BTD
4171
BankPlus Trust Department
Mississippi
$338M +$38.1M +13% 488
HWP
4172
Highline Wealth Partners
California
$338M +$40.9M +14% 1,100
WWM
4173
WT Wealth Management
Arizona
$338M +$29.8M +10% 157
RWM
4174
Ruedi Wealth Management
Illinois
$337M +$17.5M +5% 335
BWM
4175
BNC Wealth Management
Oregon
$337M +$59.6M +21% 108