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
EA
4701
Everpar Advisors
Oklahoma
$215M 276
BCM
4702
Beddow Capital Management
Wyoming
$215M +$9.65M +5% 58
SWM
4703
Sculati Wealth Management
Michigan
$215M +$19M +10% 106
TWM
4704
TSA Wealth Management
Texas
$215M 54
SI
4705
Shaker Investments
Ohio
$215M +$33.1M +18% 92
TPW
4706
Transatlantique Private Wealth
New York
$214M +$27.6M +15% 223
RCMF
4707
RK Capital Management (Florida)
Florida
$214M 69
WF
4708
Whelan Financial
California
$214M +$24.7M +13% 37
CPP
4709
Capasso Planning Partners
South Carolina
$214M +$27.4M +15% 108
MFG
4710
Monte Financial Group
Connecticut
$214M +$16.6M +8% 85
BIP
4711
Bouvel Investment Partners
Pennsylvania
$214M +$29.1M +16% 78
DFA
4712
DHJJ Financial Advisors
Illinois
$214M +$16.9M +9% 828
WOC
4713
West Oak Capital
California
$214M +$12.4M +6% 336
CSCSIM
4714
Clear Sky Carbon Solutions Investment Management
Texas
$214M +$21.9M +11% 61
PS
4715
Planned Solutions
California
$214M +$47.4M +28% 586
GFPC
4716
Global Financial Private Client
Florida
$214M +$20.1M +10% 712
CCM
4717
Campbell Capital Management
Florida
$214M 46
WA
4718
Waterford Advisors
New York
$213M +$34.7M +19% 54
TAM
4719
Tabor Asset Management
New York
$213M +$22.8M +12% 56
EFM
4720
Eley Financial Management
Vermont
$213M +$17.1M +9% 70
SFP
4721
Sandbox Financial Partners
Maryland
$213M +$23.9M +13% 98
CPW
4722
Catalyst Private Wealth
California
$213M +$43.8M +26% 82
EM
4723
Excalibur Management
Massachusetts
$213M +$20.6M +11% 165
KFA
4724
Kelleher Financial Advisors
New York
$213M +$17.8M +9% 110
SPA
4725
Sherbrooke Park Advisers
New York
$213M -$102M -32% 733