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
KOMWMG
4626
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$118M 109
CB
4627
CNB Bank
Pennsylvania
$118M +$10.1M +9% 418
BCP
4628
Berylson Capital Partners
Massachusetts
$118M +$78.3M +197% 43
CI
4629
Cordant Inc
Oregon
$118M 222
CFG
4630
CMC Financial Group
Georgia
$118M +$42M +56% 54
BFA
4631
Brendel Financial Advisors
New Hampshire
$118M +$6.31M +6% 96
AP
4632
AlpInvest Partners
Netherlands
$118M +$36.3M +45% 29
MWC
4633
MKD Wealth Coaches
Michigan
$118M +$21.3M +22% 53
SC
4634
Spinnaker Capital
Massachusetts
$117M -$15.1M -11% 2
1W
4635
1776 Wealth
Georgia
$117M 339
SC
4636
Steph & Co
Wisconsin
$117M 256
GCA
4637
Genesee Capital Advisors
New York
$117M +$9.42M +9% 74
EI
4638
EDMP Inc
Florida
$117M +$4.82M +4% 53
FDS
4639
First Dallas Securities
Texas
$117M +$4.38M +4% 93
LFA
4640
Legend Financial Advisors
Pennsylvania
$117M -$560K -0.5% 35
MRI
4641
Mad River Investors
Massachusetts
$117M +$14.3M +14% 24
LS
4642
Liquid Strategies
Georgia
$117M 6
MA
4643
Mangham Associates
Virginia
$117M -$17.6M -13% 4
PGF
4644
Pelham Global Financials
United Kingdom
$117M +$2.21M +2% 8
ATWA
4645
Arbor Trust Wealth Advisors
Michigan
$117M 83
BFA
4646
Beacon Financial Advisory
Ohio
$117M 162
BA
4647
Ballew Advisors
Mississippi
$117M +$7.08M +6% 99
ACM
4648
Ategra Capital Management
Virginia
$117M +$8.06M +7% 95
TCM
4649
Tandem Capital Management
New Jersey
$117M 75
DG
4650
Dumont Global
New York
$116M 6