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
WKWM
4201
Walter & Keenan Wealth Management
Indiana
$373M +$12.6M +3% 158
DC
4202
Diametric Capital
Massachusetts
$373M +$103M +38% 547
ACM
4203
Alight Capital Management
New York
$373M -$45.2M -11% 74
VRL
4204
Vision Retirement, LLC
New Jersey
$373M 602
PFS
4205
Physicians Financial Services
North Carolina
$373M +$6.41M +2% 109
T
4206
TrueFG
Texas
$373M +$10.7M +3% 70
SCP
4207
Siena Capital Partners
Illinois
$372M +$23.1M +7% 109
AWA
4208
Argos Wealth Advisors
California
$372M 212
PM
4209
Phraction Management
Connecticut
$372M +$25.8M +7% 72
BFS
4210
BridgePort Financial Solutions
Iowa
$372M +$126K +0% 256
PWC
4211
PYA Waltman Capital
Tennessee
$372M -$983K -0.3% 83
AIM
4212
Access Investment Management
Georgia
$372M $0 0% 167
EFH
4213
Eaton Financial Holdings
Florida
$372M +$17.2M +5% 137
VIM
4214
VELA Investment Management
Ohio
$372M +$24.7M +7% 157
MC
4215
Muhlenkamp & Co
Pennsylvania
$372M +$3.92M +1% 31
CPH
4216
C Partners Holding
Switzerland
$372M -$9.5M -2% 10
EWM
4217
EPG Wealth Management
Georgia
$372M +$8.49M +2% 334
FP
4218
Financial Perspectives
Minnesota
$371M +$10.6M +3% 753
MHC
4219
May Hill Capital
Massachusetts
$371M +$29.7M +9% 213
CPWA
4220
Cerro Pacific Wealth Advisors
California
$371M +$5.78M +2% 164
SPWM
4221
Straight Path Wealth Management
Michigan
$371M +$12.4M +3% 140
FW
4222
Fairway Wealth
Ohio
$371M +$14.4M +4% 246
FIM
4223
Fruth Investment Management
Texas
$371M +$1.45M +0.4% 222
CSPIA
4224
Cary Street Partners Investment Advisory
Virginia
$371M +$131M +55% 708
AWA
4225
ARQ Wealth Advisors
Arizona
$371M +$32.6M +10% 137