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
PP
4226
Professional Planning
California
$205M -$42.8M -17% 145
FWP
4227
Falcon Wealth Planning
California
$205M +$26.3M +15% 56
BWLSA
4228
Blue Water Life Science Advisors
California
$205M +$34.3M +20% 26
WIC
4229
WealthBridge Investment Counsel
Alberta, Canada
$205M +$13.4M +7% 35
RIM
4230
Reliant Investment Management
Tennessee
$204M +$17.4M +9% 70
AIA
4231
AIMZ Investment Advisors
California
$204M +$13.4M +7% 111
AAG
4232
Avalon Advisory Group
Pennsylvania
$204M +$3.89M +2% 10
WVP
4233
Worth Venture Partners
New Jersey
$204M +$79.8M +64% 148
PWM
4234
PRW Wealth Management
Massachusetts
$204M +$26.3M +15% 102
AAA
4235
Affinity Asset Advisors
New York
$204M +$41.5M +26% 86
BMCM
4236
Bryn Mawr Capital Management
Pennsylvania
$204M +$1.63M +0.8% 105
DMBA
4237
Deseret Mutual Benefit Administrators
Utah
$204M +$32.2M +19% 4
AFS
4238
Axiom Financial Strategies
Indiana
$204M +$37.1M +22% 87
AICPI
4239
ABG Innovation Capital Partners III
Hong Kong
$204M +$33.7M +20% 8
DSA
4240
Droms Strauss Advisors
Missouri
$204M +$30.9M +18% 50
APW
4241
Acima Private Wealth
Virginia
$203M +$10.4M +5% 248
PFT
4242
Providence First Trust
Arizona
$203M +$5.34M +3% 96
AC
4243
Arjuna Capital
North Carolina
$203M +$22.7M +13% 109
LA
4244
LFL Advisers
Illinois
$203M -$5.85M -3% 12
FFA
4245
Founders Financial Alliance
North Carolina
$203M +$26.2M +15% 492
AA
4246
Armor Advisors
New York
$203M +$11M +6% 16
OAJ
4247
Ogorek Anthony Joseph
New York
$203M +$16.3M +9% 216
ISG
4248
Investment Security Group
Colorado
$203M +$11.6M +6% 14
EM
4249
Excalibur Management
Massachusetts
$203M +$16.6M +9% 161
OWP
4250
Old Well Partners
North Carolina
$203M +$8.61M +4% 57