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
DSA
4301
Droms Strauss Advisors
Missouri
$345M +$18.9M +6% 71
CCG
4302
Ceeto Capital Group
Florida
$345M +$57.6M +20% 191
TI
4303
TTP Investments
California
$345M +$40.1M +13% 55
NLP
4304
Next Level Private
New York
$345M +$37.6M +12% 159
CAC
4305
Core Alternative Capital
Georgia
$345M -$21.1M -6% 358
AM
4306
Atwater Malick
Pennsylvania
$344M +$28.6M +9% 87
FWM
4307
ForthRight Wealth Management
Georgia
$344M +$23.5M +7% 69
KFP
4308
Keystone Financial Planning
Ohio
$344M +$13.3M +4% 46
AWM
4309
Accel Wealth Management
Iowa
$344M +$44.2M +15% 293
OPW
4310
Oxler Private Wealth
New York
$344M +$25.5M +8% 92
FC
4311
Fusion Capital
South Carolina
$344M +$51.2M +18% 100
PCM
4312
Pennsylvania Capital Management
Pennsylvania
$344M +$30.9M +10% 112
V
4313
ValueWorks
New York
$344M +$39.8M +13% 34
TA
4314
TFB Advisors
Kansas
$343M -$38.3M -10% 362
CP
4315
Capital Planning
Washington
$343M +$25M +8% 82
PAWA
4316
Palo Alto Wealth Advisors
California
$343M +$78.9M +30% 65
PWA
4317
PCG Wealth Advisors
Kansas
$343M +$148M +76% 153
WCM
4318
Westend Capital Management
California
$343M +$18.6M +6% 279
T
4319
Tidemark
California
$343M +$33M +11% 710
SEEDPG
4320
S.E.E.D. Planning Group
New York
$343M +$24.2M +8% 88
GLCM
4321
Greenlea Lane Capital Management
Connecticut
$343M -$12.5M -4% 8
PFA
4322
Pathway Financial Advisers
Indiana
$343M +$33.9M +11% 382
GM
4323
Granger Management
New York
$343M +$74.6M +28% 6
APWM
4324
Argonautica Private Wealth Management
Massachusetts
$343M +$26.8M +8% 190
SA
4325
SRH Advisors
Kansas
$343M +$13.7M +4% 286