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
WFS
4901
Weitzel Financial Services
Iowa
$147M -$9.06M -6% 37
MFP
4902
Meridian Financial Partners
Virginia
$147M +$80.4M +120% 89
CMF
4903
Counterpoint Mutual Funds
California
$147M +$17.8M +14% 348
SFPG
4904
Stonebridge Financial Planning Group
Florida
$147M -$31.3M -18% 127
WA
4905
Watchtower Advisors
Connecticut
$147M -$52.9M -26% 17
TL
4906
Tradewinds LLC
North Carolina
$147M 118
IAG
4907
Investment Advisory Group
Massachusetts
$147M -$17.6M -11% 138
BMWM
4908
Brown Miller Wealth Management
Virginia
$147M -$25.9M -15% 128
AWM
4909
AllSquare Wealth Management
New York
$147M -$19.6M -12% 555
STC
4910
Sarah T. Connolly
$147M -$24M -14% 97
FNBOSM
4911
First National Bank of South Miami
Florida
$147M -$18.5M -11% 357
DWMG
4912
DB Wealth Management Group
California
$147M -$19.2M -12% 329
RPCONE
4913
Retirement Planning Company of New England
Rhode Island
$147M -$30.2M -17% 234
IGYL
4914
I.G.Y. Ltd
United Kingdom
$147M -$55.1M -27% 3
CCM
4915
Cox Capital Management
Massachusetts
$147M -$12.4M -8% 72
WMA
4916
Wealth Management Associates
New Jersey
$147M -$29.7M -17% 196
CC
4917
Coann Capital
Connecticut
$146M +$3.12M +2% 24
APWM
4918
Atlas Private Wealth Management
New York
$146M -$25.7M -15% 127
RHP
4919
Royal Harbor Partners
Texas
$146M -$9.7M -6% 91
WAM
4920
Worth Asset Management
Texas
$146M -$7.07M -5% 607
AC
4921
Applied Capital
Arkansas
$146M -$10.3M -7% 67
EC
4922
EdgeRock Capital
Colorado
$146M 52
MM
4923
MQS Management
New York
$146M +$23.1M +19% 588
FWA
4924
FOCUS Wealth Advisors
Texas
$146M -$21.9M -13% 54
OMC
4925
Oak Management Corp
Connecticut
$146M -$65.8M -31% 4