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
TFA
4251
Trinity Financial Advisors
Ohio
$327M +$49.2M +18% 97
CI
4252
Ceera Investments
Texas
$327M +$36.2M +12% 116
CA
4253
Claar Advisors
New York
$326M +$30.3M +10% 20
MC
4254
Magnitude Capital
New York
$326M +$13.4M +4% 1
NC
4255
NovaPoint Capital
Georgia
$326M +$1.7M +0.5% 137
DSA
4256
Droms Strauss Advisors
Missouri
$326M +$34.7M +12% 72
EFP
4257
EnRich Financial Partners
Wisconsin
$326M +$28M +9% 60
CA
4258
CV Advisors
Florida
$326M +$41.3M +15% 39
BAM
4259
Blueshift Asset Management
New Jersey
$325M +$73.1M +29% 630
PA
4260
PFW Advisors
Georgia
$325M +$6.11M +2% 130
EFH
4261
Eaton Financial Holdings
Florida
$325M +$84.1M +35% 119
WCM
4262
Westend Capital Management
California
$325M +$61.6M +23% 257
EE
4263
EWG Elevate
California
$325M +$60.7M +23% 157
SA
4264
Sycale Advisors
New York
$324M +$14.1M +5% 26
PB
4265
Pinnacle Bancorp
Nebraska
$324M +$17.3M +6% 951
WTFG
4266
Wells Trecaso Financial Group
Ohio
$324M +$24.1M +8% 93
FA
4267
FC Advisory
Pennsylvania
$324M +$28.1M +9% 115
OAJ
4268
Ogorek Anthony Joseph
New York
$324M +$19.7M +6% 727
AA
4269
Argent Advisors
Louisiana
$324M +$24.7M +8% 157
EAM
4270
Empirical Asset Management
Massachusetts
$323M +$30.1M +10% 333
OCM
4271
Once Capital Management
New York
$323M +$104M +48% 17
BFW
4272
Brady Family Wealth
Missouri
$323M +$10.3M +3% 115
PWM
4273
Palumbo Wealth Management
New York
$323M +$23.7M +8% 212
SSW
4274
Stone Summit Wealth
Florida
$323M +$27.6M +9% 145
KPWG
4275
KFA Private Wealth Group
Virginia
$323M +$37M +13% 134