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
FP
4251
Fiduciary Planning
Florida
$295M +$15.2M +5% 64
CCG
4252
Catalina Capital Group
California
$295M +$32M +12% 370
AGDI
4253
Absolute Gestao de Investimentos
Brazil
$294M +$103M +54% 55
CCA
4254
Cadent Capital Advisors
Oklahoma
$294M +$48.2M +20% 163
KA
4255
Kerrisdale Advisers
Florida
$294M -$25.4M -8% 106
LFGO
4256
Legacy Financial Group (Oklahoma)
Oklahoma
$294M +$30M +11% 82
BFA
4257
Beacon Financial Advisory
Ohio
$294M +$26.2M +10% 318
FFA
4258
Fairfield Financial Advisors
Massachusetts
$294M -$46.1M -14% 301
WFI
4259
West Family Investments
California
$294M -$39.8M -12% 307
MLM
4260
Mount Lucas Management
Pennsylvania
$294M +$11.7M +4% 163
SWA
4261
ShankerValleau Wealth Advisors
Illinois
$294M +$60M +26% 32
MPW
4262
Monterey Private Wealth
California
$294M +$26M +10% 130
APA
4263
Astoria Portfolio Advisors
New York
$293M +$13.5M +5% 221
BA
4264
Bard Associates
Illinois
$293M +$32.1M +12% 182
ITIM
4265
Indiana Trust & Investment Management
Indiana
$293M +$20.7M +8% 500
BDA
4266
Borer Denton & Associates
Pennsylvania
$293M +$17.7M +6% 61
PWM
4267
Provident Wealth Management
Tennessee
$293M +$19.7M +7% 130
CWM
4268
Chesapeake Wealth Management
Virginia
$293M +$17.3M +6% 161
OMC
4269
Oasis Management Company
Cayman Islands
$293M -$20.5M -7% 90
AIA
4270
AIMZ Investment Advisors
California
$293M +$13.9M +5% 126
WPC
4271
White Pine Capital
Minnesota
$293M +$28.8M +11% 222
IHWM
4272
Iron Horse Wealth Management
Iowa
$293M +$30.7M +12% 516
VIM
4273
VELA Investment Management
Ohio
$293M +$10M +4% 155
MC
4274
Magnitude Capital
New York
$292M +$40.6M +16% 1
CWA
4275
CJM Wealth Advisers
Virginia
$292M +$20M +7% 69