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
CFCI
4476
Comprehensive Financial Consultants Institutional
Indiana
$274M +$18.7M +7% 172
SG
4477
StepStone Group
California
$274M -$219M -44% 18
TPCM
4478
Two Point Capital Management
New York
$274M +$25.5M +10% 25
MWM
4479
MGB Wealth Management
Texas
$274M +$6.53M +2% 290
WA
4480
WP Advisors
California
$274M -$39.5M -13% 109
EFN
4481
Equita Financial Network
Pennsylvania
$274M +$34.3M +14% 88
CSWM
4482
Cassady Schiller Wealth Management
Ohio
$273M +$27.2M +11% 484
SL
4483
SOF Ltd
Cayman Islands
$273M -$4.3M -2% 1
UB
4484
Umpqua Bank
Oregon
$273M +$14.9M +6% 158
SFG
4485
Snider Financial Group
Washington
$273M +$14.2M +5% 63
GSCM
4486
Greenfield Seitz Capital Management
Texas
$273M +$3.08M +1% 103
TWP
4487
Tempus Wealth Planning
California
$273M +$33.6M +14% 229
QWM
4488
Quaker Wealth Management
New Jersey
$273M 61
NCFG
4489
New Century Financial Group
New Jersey
$273M +$37.4M +16% 343
KFS
4490
Kelly Financial Services
Massachusetts
$273M -$7.03M -3% 806
SA
4491
SAM Advisors
California
$272M -$3.85M -1% 47
MCM
4492
Moerus Capital Management
New York
$272M -$4.68M -2% 18
LWMM
4493
Legacy Wealth Management (Mississippi)
Mississippi
$272M +$35.5M +15% 97
HAM
4494
Harmony Asset Management
Arizona
$272M +$33.4M +14% 166
LSA
4495
Lansing Street Advisors
Pennsylvania
$272M +$31.7M +13% 124
BAM
4496
BOS Asset Management
Illinois
$272M +$54.7M +25% 170
SCI
4497
Silver Coast Investments
United States
$272M +$27.2M +11% 102
SAMT
4498
Select Asset Management & Trust
Pennsylvania
$272M +$20.7M +8% 70
BWM
4499
BNC Wealth Management
Oregon
$271M +$2.17M +0.8% 114
SFP
4500
Sterling Financial Planning
New Jersey
$271M +$24.8M +10% 109