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
SFP
4301
Sandbox Financial Partners
Maryland
$300M +$17.3M +6% 115
PWM
4302
Provident Wealth Management
Tennessee
$300M +$6.65M +2% 137
AACA
4303
American Assets Capital Advisers
California
$300M -$26.1M -8% 40
TA
4304
TrueWealth Advisors
Alabama
$300M +$289K +0.1% 246
SEEDPG
4305
S.E.E.D. Planning Group
New York
$300M -$1.98M -0.7% 79
CI
4306
Cavalier Investments
Georgia
$299M -$26.7M -8% 94
ECAM
4307
East Coast Asset Management
Massachusetts
$299M -$1.94M -0.6% 74
GOCP
4308
Great Oak Capital Partners
Massachusetts
$299M +$9.96M +3% 34
VAMG
4309
Voisard Asset Management Group
Michigan
$299M +$59.1M +25% 717
WTFG
4310
Wood Tarver Financial Group
Idaho
$299M 794
DF
4311
Donoghue Forlines
Massachusetts
$299M -$51.8M -15% 290
SIS
4312
Strategic Investment Solutions
Illinois
$299M -$34.8M -10% 746
HT
4313
HAP Trading
New York
$299M +$102M +51% 514
LSC
4314
Logan Stone Capital
Illinois
$299M -$103M -26% 162
IAG
4315
Investment Advisory Group
Massachusetts
$299M +$10.4M +4% 173
AM
4316
Atwater Malick
Pennsylvania
$298M -$12.2M -4% 79
MSCM
4317
McElhenny Sheffield Capital Management
Texas
$298M -$6.52M -2% 117
FA
4318
FC Advisory
Pennsylvania
$298M +$996K +0.3% 109
IHWM
4319
Iron Horse Wealth Management
Iowa
$298M +$5.44M +2% 528
GPTE
4320
Generali Powszechne Towarzystwo Emerytalne
Poland
$298M +$216K +0.1% 26
SSW
4321
Stone Summit Wealth
Florida
$298M -$12M -4% 141
AFA
4322
AllGen Financial Advisors
Florida
$298M -$10.3M -3% 44
FP
4323
Financial Perspectives
Minnesota
$298M +$9.25M +3% 738
FSA
4324
Financial Sense Advisors
California
$298M -$64.7M -18% 132
SL
4325
SOF Ltd
Cayman Islands
$298M +$24.3M +9% 1