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
CP
4326
Capital Planning
Washington
$357M +$13.6M +4% 85
WCM
4327
Westend Capital Management
California
$357M +$13.6M +4% 281
HFS
4328
Haverford Financial Services
Pennsylvania
$357M +$464K +0.1% 48
PPG
4329
Peak Planning Group
Colorado
$357M 120
OFP
4330
OLIO Financial Planning
Virginia
$356M +$15.6M +5% 75
BCM
4331
Bluefin Capital Management
New York
$356M +$124M +54% 178
WTFG
4332
Wood Tarver Financial Group
Idaho
$356M +$17.2M +5% 153
DCM
4333
Divisar Capital Management
California
$356M -$11.6M -3% 28
LFP
4334
Leeward Financial Partners
Washington
$356M +$4.28M +1% 104
MWM
4335
McMill Wealth Management
Nebraska
$356M +$4.69M +1% 59
DPCM
4336
Doma Perpetual Capital Management
Florida
$356M +$57.8M +19% 13
FC
4337
Fusion Capital
South Carolina
$356M +$11.9M +3% 101
NC
4338
Naman Capital
Brazil
$356M -$764K -0.2% 12
HWP
4339
Highline Wealth Partners
California
$355M -$16.1M -4% 1,175
CA
4340
Crossingbridge Advisors
New York
$355M +$160M +82% 137
RWA
4341
Rooted Wealth Advisors
Illinois
$355M +$27.5M +8% 144
MA
4342
MYDA Advisors
New York
$355M +$22.7M +7% 217
AW
4343
Alaethes Wealth
Nevada
$355M +$2.6M +0.7% 121
BDFN
4344
Bond & Devick Financial Network
Minnesota
$355M +$22.6M +7% 193
NS
4345
Night Squared
New York
$355M +$77.7M +28% 88
SWK
4346
Stephen W. Kidder
$355M +$5.8M +2% 77
FAP
4347
Financial Advisory Partners
Florida
$355M +$12.2M +4% 70
EAM
4348
Empirical Asset Management
Massachusetts
$355M -$5.58M -2% 387
PAA
4349
Peregrine Asset Advisers
Oregon
$354M +$20.8M +6% 196
FC
4350
FCA Corp
Texas
$354M -$5.87M -2% 201