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
WF
4626
Whelan Financial
California
$320M +$4.58M +1% 103
WIC
4627
Whitegate Investment Counselors
New Hampshire
$320M +$16.3M +5% 70
RWP
4628
Reliant Wealth Planning
Kentucky
$320M +$11.4M +4% 56
PCS
4629
Private Client Services
Kentucky
$320M +$21.2M +7% 214
RA
4630
RR Advisors
Texas
$320M -$102M -24% 30
PCM
4631
Passive Capital Management
Maryland
$320M +$13.2M +4% 96
IAS
4632
Investment Advisory Services
Texas
$320M +$2.25M +0.7% 131
WE
4633
Wealth Effects
Massachusetts
$319M +$8.34M +3% 232
C1AG
4634
Client 1st Advisory Group
Florida
$319M +$17.7M +6% 149
EWA
4635
Etesian Wealth Advisors
Oregon
$319M +$16.1M +5% 137
SLP
4636
Storen Legacy Partners
Indiana
$319M 77
TPW
4637
Transatlantique Private Wealth
New York
$319M +$13.1M +4% 220
BCM
4638
Boone Capital Management
Georgia
$319M +$13.6M +4% 20
EWA
4639
ERTS Wealth Advisors
Michigan
$319M +$8.9M +3% 30
EWM
4640
Essex Woodlands Management
Texas
$318M +$11.2M +4% 6
5VM
4641
5AM Venture Management
California
$318M +$45.1M +17% 26
LAM
4642
Lynch Asset Management
Pennsylvania
$318M +$5.51M +2% 57
CPI
4643
Crestview Partners II
New York
$318M -$20.6M -6% 3
RF
4644
Rossby Financial
Florida
$318M +$16.7M +6% 1,868
MC
4645
Muzinich & Co
New York
$318M +$60M +23% 40
BOSSRA
4646
B.O.S.S. Retirement Advisors
Utah
$318M -$100M -24% 210
MP
4647
McDonald Partners
Ohio
$317M -$17.5M -5% 238
HJIM
4648
Henry James International Management
New York
$317M -$9.51M -3% 97
PCA
4649
PL Capital Advisors
Florida
$317M +$15.9M +5% 30
MFA
4650
Morling Financial Advisors
California
$317M +$15.8M +5% 115