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
IFPG
4501
Intrepid Financial Planning Group
Indiana
$208M +$10.1M +5% 127
PWS
4502
Peterson Wealth Services
Utah
$208M +$14M +7% 99
EW
4503
Evexia Wealth
Wisconsin
$208M +$22.7M +12% 45
HCM
4504
HGI Capital Management
New York
$208M +$56.8M +38% 47
GSC
4505
G&S Capital
Colorado
$208M -$18.1M -8% 139
WA
4506
Waterford Advisors
New York
$208M +$23M +12% 55
HRC
4507
Hoertkorn Richard Charles
$208M +$14M +7% 86
SF
4508
Safeguard Financial
Wisconsin
$208M +$42.9M +26% 607
VCP
4509
Varenne Capital Partners
France
$207M -$91.1M -31% 14
CWM
4510
Centurion Wealth Management
Virginia
$207M +$11.3M +6% 158
MWM
4511
MTC Wealth Management
Florida
$207M +$12.5M +6% 13
ROC
4512
Robertson Opportunity Capital
Texas
$207M +$16.1M +8% 24
BC
4513
Beaconlight Capital
New York
$207M +$19.8M +11% 31
MPW
4514
Monterey Private Wealth
California
$206M +$11.7M +6% 111
SWA
4515
Sutton Wealth Advisors
Florida
$206M +$19.1M +10% 876
EC
4516
EdgeRock Capital
Colorado
$206M +$11.5M +6% 69
CIM
4517
Corbyn Investment Management
Maryland
$206M -$43.2M -17% 66
QAM
4518
Q3 Asset Management
Michigan
$206M +$86.5M +72% 72
SRA
4519
Summit Rock Advisors
New York
$206M +$52.6M +34% 4
FCB
4520
First County Bank
Connecticut
$206M +$2.12M +1% 176
WOC
4521
West Oak Capital
California
$206M +$8.44M +4% 333
ACA
4522
Aspire Capital Advisors
Washington
$206M +$15.3M +8% 63
TAM
4523
Tealwood Asset Management
Minnesota
$206M +$9.41M +5% 137
AC
4524
ASB Consultores
Florida
$206M -$43M -17% 212
BHA
4525
Beech Hill Advisors
New York
$206M +$7.2M +4% 89