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
WLPWM
4426
Walled Lake Planning & Wealth Management
Illinois
$307M +$24.9M +9% 146
GB
4427
Gunma Bank
Japan
$306M -$4.19M -1% 33
GWM
4428
Graybill Wealth Management
Illinois
$306M +$14.8M +5% 190
MTIC
4429
Missouri Trust & Investment Company
Missouri
$306M +$21.2M +7% 441
SGA
4430
Sector Gamma AS
Norway
$306M -$6.25M -2% 39
PWM
4431
Provident Wealth Management
Tennessee
$306M +$15.6M +5% 143
LW
4432
Libra Wealth
California
$306M +$39.3M +15% 72
OBGC
4433
O'Brien Greene & Co
Pennsylvania
$306M +$7.64M +3% 148
EC
4434
Euclidean Capital
New York
$306M +$39.6M +15% 11
CPIA
4435
Cornell Pochily Investment Advisors
New York
$306M +$21.3M +7% 182
CCA
4436
Cadent Capital Advisors
Oklahoma
$306M +$42.4M +16% 164
MWM
4437
Mindset Wealth Management
Indiana
$305M +$48.6M +19% 164
BE
4438
Bonness Enterprises
District of Columbia
$305M -$1.12M -0.4% 38
KWM
4439
Kaydan Wealth Management
Michigan
$305M -$6.35M -2% 118
FFO
4440
Fiduciary Family Office
Florida
$305M +$4.8M +2% 207
ICP
4441
Impact Capital Partners
Colorado
$305M +$29.1M +11% 275
CPC
4442
Congress Park Capital
New York
$305M +$41M +16% 128
MFA
4443
Morling Financial Advisors
California
$305M +$14.7M +5% 130
AWP
4444
Accretive Wealth Partners
New Jersey
$305M +$21.9M +8% 156
TI
4445
TTP Investments
California
$305M +$67.6M +28% 54
CFCI
4446
Comprehensive Financial Consultants Institutional
Indiana
$305M +$23.5M +8% 186
SC
4447
Stolper & Co
Oklahoma
$304M -$493K -0.2% 91
CFP
4448
Cypress Financial Planning
New Jersey
$304M +$27.2M +10% 86
HJIM
4449
Henry James International Management
New York
$304M +$12M +4% 99
RWI
4450
Red Wave Investments
Pennsylvania
$304M +$25.3M +9% 112