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
PHAM
4701
Palisades Hudson Asset Management
Florida
$192M +$5.55M +3% 101
DFA
4702
DHJJ Financial Advisors
Illinois
$192M +$7.87M +4% 142
DF
4703
DecisionPoint Financial
Arizona
$192M +$18.9M +11% 219
IP
4704
Investment Partners
Ohio
$192M +$1.34M +0.7% 140
TPW
4705
Transatlantique Private Wealth
New York
$192M +$10.9M +6% 209
TPCM
4706
Two Point Capital Management
New York
$192M +$21.8M +13% 22
FCAG
4707
First Capital Advisors Group
New Jersey
$192M +$35.9M +23% 974
CWA
4708
Centennial Wealth Advisory
Michigan
$192M +$3.23M +2% 142
SFP
4709
Sandbox Financial Partners
Maryland
$192M +$25.8M +16% 99
WF
4710
Whelan Financial
California
$191M +$11M +6% 32
OGF
4711
Orin Green Financial
California
$191M +$6.54M +4% 78
SL
4712
SWMG LLC
Texas
$191M +$11.9M +7% 103
FFA
4713
Fi3 Financial Advisors
Indiana
$191M +$3.61M +2% 82
OWIM
4714
Old West Investment Management
California
$191M +$5.23M +3% 58
DP
4715
Divergent Planning
Maryland
$191M +$13.2M +7% 26
CSC
4716
Caldwell Sutter Capital
California
$191M +$53.7M +39% 875
TFA
4717
TPG Financial Advisors
Oregon
$191M +$7.82M +4% 49
GGI
4718
GPM Growth Investors
Michigan
$191M +$18M +10% 41
WA
4719
Wealthstream Advisors
New York
$191M +$23.2M +14% 98
HSCU
4720
Half Sky Capital (UK)
United Kingdom
$191M +$14.1M +8% 9
SCMS
4721
Serenity Capital Management (Singapore)
Singapore
$191M -$13.6M -7% 4
SPA
4722
Sherbrooke Park Advisers
New York
$191M +$124M +188% 399
SVP
4723
Strategic Value Partners
Connecticut
$190M +$5.02M +3% 7
HIM
4724
Harbour Investment Management
Washington
$190M +$9.44M +5% 75
LCM
4725
Lonestar Capital Management
California
$190M +$2.72M +1% 34