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
MWP
4551
Madison Wealth Partners
Wisconsin
$198M -$16.3M -8% 97
MFG
4552
Monte Financial Group
Connecticut
$198M -$7.48M -4% 84
KA
4553
Kooman & Associates
Pennsylvania
$198M -$4.33M -2% 43
ATFA
4554
All Terrain Financial Advisors
Minnesota
$198M -$24.5M -11% 84
EW
4555
Evexia Wealth
Wisconsin
$197M -$10.7M -5% 52
JAM
4556
JCIC Asset Management
Ontario, Canada
$197M -$22.8M -10% 111
VAM
4557
Vert Asset Management
California
$197M +$2M +1% 42
SBF
4558
Sara-Bay Financial
Florida
$197M -$8.44M -4% 80
OFS
4559
Oldfather Financial Services
Nebraska
$197M -$7.54M -4% 64
DFA
4560
DHJJ Financial Advisors
Illinois
$197M +$4.81M +3% 804
AF
4561
Affiance Financial
Minnesota
$197M -$8.33M -4% 100
SWM
4562
Seaside Wealth Management
California
$197M +$3.58M +2% 52
MSCM
4563
McElhenny Sheffield Capital Management
Texas
$197M -$37.4M -16% 106
EA
4564
Eclectic Associates
California
$197M -$6.81M -3% 87
BC
4565
Beaconlight Capital
New York
$197M -$9.9M -5% 33
BCM
4566
BCK Capital Management
Connecticut
$197M +$65.5M +50% 120
CPA
4567
Capital Performance Advisors
California
$196M -$6.16M -3% 61
PVH
4568
Psagot Value Holdings
Israel
$196M -$1.42M -0.7% 644
EFM
4569
Eley Financial Management
Vermont
$196M -$9.05M -4% 71
GSC
4570
G&S Capital
Colorado
$196M -$11.9M -6% 125
PP
4571
Praetorian PR
Puerto Rico
$196M +$30.7M +19% 32
RCM
4572
Raleigh Capital Management
North Carolina
$196M -$4.37M -2% 1,025
TWM
4573
TriaGen Wealth Management
California
$196M -$22.6M -10% 176
ACM
4574
Avalon Capital Management
California
$196M -$17.7M -8% 73
AU
4575
Algebris (UK)
United Kingdom
$196M -$7.65M -4% 50