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
PD
4926
Planning Directions
Pennsylvania
$234M +$61.6M +36% 119
APIM
4927
Agate Pass Investment Management
Washington
$234M +$12.6M +6% 111
AFC
4928
Adaptive Financial Consulting
Ohio
$234M -$7.58M -3% 21
SM
4929
Sensible Money
Arizona
$233M +$5.31M +2% 84
WMA
4930
Wealth Management Associates
New Jersey
$233M -$683K -0.3% 225
ZIG
4931
Zullo Investment Group
Pennsylvania
$233M -$14.4M -6% 151
WAM
4932
Weinberger Asset Management
California
$233M -$6.26M -3% 82
WRTC
4933
Wind River Trust Company
Wyoming
$233M -$21.2M -8% 9
BLAM
4934
Bourne Lent Asset Management
New York
$233M -$29.3M -11% 62
EC
4935
Eaton-Cambridge
Arizona
$233M +$8.7M +4% 40
NAH
4936
Neumann Advisory (HK)
Hong Kong
$233M -$108M -32% 10
WAOI
4937
Wealth Advisors of Iowa
Iowa
$233M +$34.3M +17% 77
MCF
4938
MKA Charitable Fund
California
$233M -$32M -12% 1
XSC
4939
X-Square Capital
Puerto Rico
$233M -$10.6M -4% 168
SPS
4940
Susquehanna Portfolio Strategies
Pennsylvania
$233M +$203M +684% 173
SMC
4941
Spider Management Company
Virginia
$232M -$8.91M -4% 4
BC
4942
Barrett & Company
Rhode Island
$232M -$4.69M -2% 625
RWA
4943
Rooted Wealth Advisors
Illinois
$232M -$23.6M -9% 97
EWA
4944
Etesian Wealth Advisors
Oregon
$232M +$5.9M +3% 146
NC
4945
Nokomis Capital
Texas
$232M +$15.3M +7% 59
WWM
4946
Westwood Wealth Management
California
$232M -$44.9M -16% 50
RF
4947
Rossby Financial
Florida
$232M +$74M +47% 1,077
MCC
4948
Malaga Cove Capital
California
$231M -$23.4M -9% 215
SCM
4949
Stonebridge Capital Management
California
$231M -$12.9M -5% 85
EWP
4950
Elevation Wealth Partners
California
$231M -$5.36M -2% 520