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
FP
4551
Fiduciary Planning
Florida
$329M +$2.34M +0.7% 86
CWM
4552
Cherrydale Wealth Management
New Jersey
$329M +$11.2M +4% 85
MICM
4553
Matthews International Capital Management
California
$329M -$100M -23% 43
KWM
4554
Kanen Wealth Management
Florida
$329M +$30.2M +10% 42
PWMG
4555
Pioneer Wealth Management Group
Texas
$329M +$19.6M +6% 56
AW
4556
Atlas Wealth
Ohio
$329M +$19.5M +6% 117
THCM
4557
Taylor Hoffman Capital Management
Virginia
$329M +$11.8M +4% 120
CS
4558
Cisco Systems
California
$329M -$74.8M -19% 4
YRHAM
4559
Yong Rong (HK) Asset Management
Hong Kong
$329M -$147M -31% 28
SFA
4560
Seneca Financial Advisors
New York
$329M +$22.4M +7% 65
CL
4561
COWA LLC
Oklahoma
$329M +$27.3M +9% 162
AWM
4562
Ameliora Wealth Management
Switzerland
$328M +$27.9M +9% 232
OIC
4563
Orion Investment Company
Missouri
$328M +$13.5M +4% 71
CA
4564
Claris Advisors
Missouri
$328M +$40.5M +14% 75
MS
4565
Madden Securities
Texas
$328M +$1.01M +0.3% 124
SW
4566
SMART Wealth
Nebraska
$328M +$62.9M +24% 204
TM
4567
TigerOak Management
New Mexico
$328M +$5.62M +2% 124
PCP
4568
Perbak Capital Partners
United Kingdom
$328M -$240M -42% 335
VRM
4569
Vectors Research Management
New York
$328M +$10.3M +3% 133
IWN
4570
Independent Wealth Network
Iowa
$327M +$16.3M +5% 305
SFMG
4571
Sage Financial Management Group
Virginia
$327M +$14.2M +5% 58
CFA
4572
Churchill Financial Advisors
Kentucky
$327M 122
AFA
4573
Alpha Financial Advisors
North Carolina
$327M +$43M +15% 70
M2MC
4574
Matthew 25 Management Corp
Pennsylvania
$327M +$2.29M +0.7% 23
FFA
4575
Fi3 Financial Advisors
Indiana
$327M +$31.2M +11% 201