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
TDWM
4776
Topel & Distasi Wealth Management
California
$226M +$15.6M +7% 76
KCM
4777
Kennicott Capital Management
California
$226M +$22.4M +11% 45
AWP
4778
Accretive Wealth Partners
New Jersey
$226M +$17.9M +9% 141
NFG
4779
Northeast Financial Group
Pennsylvania
$226M +$22M +11% 79
CIM
4780
Corbyn Investment Management
Maryland
$226M +$13.7M +6% 64
DFA
4781
DHJJ Financial Advisors
Illinois
$226M +$12.1M +6% 824
CPC
4782
Congress Park Capital
New York
$226M +$21.3M +10% 124
SM
4783
Sweeney & Michel
California
$226M 110
WPW
4784
Watershed Private Wealth
Illinois
$226M +$44.9M +25% 130
RFP
4785
Roth Financial Partners
Texas
$226M +$30.5M +16% 31
LEFP
4786
Leading Edge Financial Planning
Tennessee
$226M +$33M +17% 62
FWM
4787
Fonville Wealth Management
Virginia
$226M +$37.2M +20% 98
CFG
4788
Cambridge Financial Group
Ohio
$226M +$25.8M +13% 33
PP
4789
Pacifica Partners
Canada
$226M +$22.4M +11% 566
BKA
4790
Brick & Kyle Associates
Pennsylvania
$226M +$24.6M +12% 63
MAM
4791
Monaco Asset Management
Monaco
$226M -$34.7M -13% 88
KAM
4792
Krensavage Asset Management
New York
$226M -$56.3M -20% 13
SWM
4793
Soundmark Wealth Management
Washington
$225M +$23.1M +11% 71
GOCP
4794
Great Oak Capital Partners
Massachusetts
$225M +$38M +20% 32
AU
4795
Algebris (UK)
United Kingdom
$225M +$33.7M +18% 46
TSWM
4796
Tyler-Stone Wealth Management
Ohio
$225M +$25.9M +13% 940
TF
4797
Threadgill Financial
Texas
$225M +$74.3M +49% 64
IR
4798
IAT Reinsurance
New York
$225M -$316M -58% 88
IIA
4799
ICW Investment Advisors
Arizona
$225M +$19.5M +10% 139
MAC
4800
Monarch Alternative Capital
New York
$225M +$152M +207% 6