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
PWM
4426
Provident Wealth Management
Tennessee
$306M +$15.6M +5% 143
LW
4427
Libra Wealth
California
$306M +$39.3M +15% 72
OBGC
4428
O'Brien Greene & Co
Pennsylvania
$306M +$7.64M +3% 148
EC
4429
Euclidean Capital
New York
$306M +$39.6M +15% 11
CPIA
4430
Cornell Pochily Investment Advisors
New York
$306M +$21.3M +7% 182
CCA
4431
Cadent Capital Advisors
Oklahoma
$306M +$42.4M +16% 164
MWM
4432
Mindset Wealth Management
Indiana
$305M +$48.6M +19% 164
BE
4433
Bonness Enterprises
District of Columbia
$305M -$1.12M -0.4% 38
KWM
4434
Kaydan Wealth Management
Michigan
$305M -$6.35M -2% 118
FFO
4435
Fiduciary Family Office
Florida
$305M +$4.8M +2% 207
ICP
4436
Impact Capital Partners
Colorado
$305M +$29.1M +11% 275
CPC
4437
Congress Park Capital
New York
$305M +$41M +16% 128
MFA
4438
Morling Financial Advisors
California
$305M +$14.7M +5% 130
AWP
4439
Accretive Wealth Partners
New Jersey
$305M +$21.9M +8% 156
TI
4440
TTP Investments
California
$305M +$67.6M +28% 54
CFCI
4441
Comprehensive Financial Consultants Institutional
Indiana
$305M +$23.5M +8% 186
SC
4442
Stolper & Co
Oklahoma
$304M -$493K -0.2% 91
CFP
4443
Cypress Financial Planning
New Jersey
$304M +$27.2M +10% 86
HJIM
4444
Henry James International Management
New York
$304M +$12M +4% 99
RWI
4445
Red Wave Investments
Pennsylvania
$304M +$25.3M +9% 112
PGF
4446
Plan Group Financial
Oklahoma
$304M +$24M +9% 176
EWM
4447
Elite Wealth Management
Washington
$304M -$43.6M -13% 35
V
4448
ValueWorks
New York
$304M +$38.6M +15% 36
MHC
4449
May Hill Capital
Massachusetts
$304M +$38.6M +15% 233
MWM
4450
MGB Wealth Management
Texas
$304M +$27.1M +10% 324