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
WF
4901
Warner Financial
Maryland
$233M +$7.13M +3% 119
LK
4902
Lumbard & Kellner
New Hampshire
$233M +$5.69M +3% 84
BCM
4903
Bond Capital Management
California
$233M +$25.4M +12% 5
GWP
4904
Gen-Wealth Partners
Michigan
$233M +$3.64M +2% 705
VSI
4905
Verde Servicos Internacionais
Brazil
$232M +$16.9M +8% 51
WFA
4906
WMG Financial Advisors
Tennessee
$232M +$10.9M +5% 189
MPAM
4907
Murphy Pohlad Asset Management
Minnesota
$232M -$8.28M -3% 124
WS
4908
Wela Strategies
Georgia
$232M +$2.63M +1% 76
JWBC
4909
John W. Brooker & Co
California
$232M +$14M +6% 78
WMP
4910
Wealth Management Partners
Arizona
$232M +$16M +7% 122
WFG
4911
Wills Financial Group
Virginia
$232M -$6.8M -3% 67
LIG
4912
Lokken Investment Group
Delaware
$232M -$8.26M -3% 164
PP
4913
Pacifica Partners
Canada
$231M -$10.7M -4% 514
ACH
4914
Axis Capital Holdings
Bermuda
$231M +$3.8M +2% 3
NWM
4915
Napa Wealth Management
California
$231M +$20M +9% 219
OFCM
4916
One Fin Capital Management
California
$231M -$33.4M -13% 23
AA
4917
AlphaMark Advisors
Kentucky
$231M -$58.7M -20% 773
CG
4918
Castellan Group
Kentucky
$231M -$6.42M -3% 70
SN
4919
Sittner & Nelson
Oregon
$231M +$7.09M +3% 509
PWA
4920
Phoenix Wealth Advisors
North Carolina
$231M +$15.2M +7% 126
BIG
4921
Boothe Investment Group
Delaware
$230M +$11.5M +5% 41
AVM
4922
Arch Venture Management
Illinois
$230M -$30.3M -12% 9
SCM
4923
Spreng Capital Management
Ohio
$230M +$15.1M +7% 78
TFA
4924
TPG Financial Advisors
Oregon
$230M +$7.76M +3% 70
BP
4925
BWM Planning
Texas
$230M +$4.47M +2% 78