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
FFA
4251
Founders Financial Alliance
North Carolina
$249M +$34.7M +16% 493
BHWM
4252
Bay Harbor Wealth Management
Maryland
$249M +$11.5M +5% 223
FDS
4253
Freedom Day Solutions
Texas
$248M +$34.4M +16% 127
PCFFS
4254
Pacific Center for Financial Services
California
$248M +$18.9M +8% 436
SCA
4255
Sander Capital Advisors
Washington
$248M +$20.5M +9% 18
KLCM
4256
KG&L Capital Management
Louisiana
$248M +$21M +9% 153
AIM
4257
AMI Investment Management
Indiana
$248M +$9.17M +4% 72
RIA
4258
Recurrent Investment Advisors
Texas
$248M +$20.2M +9% 42
CP
4259
Camelot Portfolios
Ohio
$248M +$53.1M +27% 268
VIA
4260
Vickerman Investment Advisors
Washington
$248M -$2.38M -1% 83
EM
4261
Excalibur Management
Massachusetts
$248M +$19.5M +9% 170
CWM
4262
Cedar Wealth Management
California
$248M +$22.7M +10% 376
CPFP
4263
Clear Perspectives Financial Planning
Ohio
$247M +$26.6M +12% 239
LGA
4264
Lebenthal Global Advisors
New York
$247M +$88.1M +55% 187
HRC
4265
Hoertkorn Richard Charles
$247M +$24.5M +11% 83
PCM
4266
Patient Capital Management
Maryland
$247M 40
SAM
4267
Secure Asset Management
Michigan
$247M +$44.2M +22% 222
HAC
4268
Harbor Advisory Corp
New Hampshire
$247M +$16.1M +7% 85
KWS
4269
Keystone Wealth Services
California
$246M 171
SCP
4270
Shorepoint Capital Partners
Massachusetts
$246M +$23.8M +11% 81
CGFA
4271
Colton Groome Financial Advisors
North Carolina
$246M +$16.2M +7% 112
CFG
4272
Compton Financial Group
Maryland
$246M +$11.3M +5% 33
FPOC
4273
Financial Planners of Cleveland
Ohio
$246M 87
PAA
4274
Peregrine Asset Advisers
Oregon
$246M +$50M +26% 160
GAMC
4275
Garner Asset Management Corp
Texas
$246M +$24.5M +11% 176