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
FPF
4701
First Pacific Financial
Washington
$181M +$20.9M +13% 93
AP
4702
Agilis Partners
Massachusetts
$181M -$38.7M -18% 27
SFP
4703
Strategic Financial Partners
Oregon
$181M +$12.4M +7% 68
HVP
4704
Hudson Value Partners
Florida
$181M +$15.5M +9% 123
HBCM
4705
Heron Bay Capital Management
Michigan
$181M +$12.6M +8% 79
AM
4706
Atwater Malick
Pennsylvania
$181M +$17.9M +11% 51
PFA
4707
Plotkin Financial Advisors
Maryland
$181M +$17.3M +11% 104
CPW
4708
Catalyst Private Wealth
California
$181M +$38.4M +27% 75
CCM
4709
Clearfield Capital Management
New York
$181M -$82M -31% 13
EAM
4710
Eukles Asset Management
Ohio
$180M +$25.8M +17% 249
ROC
4711
Running Oak Capital
Minnesota
$180M -$148M -45% 64
LWMM
4712
Legacy Wealth Management (Mississippi)
Mississippi
$180M +$15.4M +9% 103
TAM
4713
Townsend Asset Management
North Carolina
$180M +$18.8M +12% 203
MS
4714
Marshall & Sullivan
Washington
$180M +$14.5M +9% 39
CIM
4715
Chapman Investment Management
California
$180M +$21.6M +14% 41
AAM
4716
Alphadyne Asset Management
New York
$180M +$65.4M +57% 8
AU
4717
Algebris (UK)
United Kingdom
$180M +$16.1M +10% 36
TWM
4718
TLW Wealth Management
Florida
$180M +$15.4M +9% 18
PM
4719
Ponoi Management
California
$180M +$9.96M +6% 5
LWPC
4720
Legacy Wealth Partners (California)
California
$180M +$9.1M +5% 103
AC
4721
Avory & Company
Florida
$180M +$6.29M +4% 13
TLCM
4722
Twin Lakes Capital Management
California
$180M +$17.5M +11% 233
WR
4723
WD Rutherford
Oregon
$180M +$19M +12% 126
WAOTB
4724
Wealth Advisors of Tampa Bay
Florida
$180M +$10.6M +6% 82
SWMG
4725
Signature Wealth Management Group
Georgia
$180M +$9.61M +6% 77