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
AFS
5001
Access Financial Services
Minnesota
$225M +$6.5M +3% 108
IAM
5002
Infusive Asset Management
New York
$225M -$12.5M -5% 46
MWP
5003
Meredith Wealth Planning
Illinois
$224M +$14.8M +7% 51
EC
5004
Eaton-Cambridge
Arizona
$224M +$13.3M +6% 36
MMM
5005
Mendel Money Management
Illinois
$224M -$7.34M -3% 140
SFPG
5006
Stonebridge Financial Planning Group
Florida
$224M +$14M +7% 165
FFA
5007
Florida Financial Advisors
Florida
$224M +$29.9M +15% 209
BTIM
5008
BancFirst Trust & Investment Management
Oklahoma
$224M -$75.3M -25% 56
AWM
5009
Altus Wealth Management
Kentucky
$224M +$10.4M +5% 42
KCFA
5010
Key Client Fiduciary Advisors
New Jersey
$223M +$3.85M +2% 200
TPW
5011
TL Private Wealth
Texas
$223M -$106K -0% 45
MIM
5012
Meros Investment Management
Texas
$223M +$2.32M +1% 44
PKC
5013
Palmer Knight Company
Florida
$223M -$4.32M -2% 35
ACM
5014
Azarias Capital Management
Pennsylvania
$223M -$1.71M -0.8% 22
SM
5015
STF Management
Texas
$223M +$3.09M +1% 105
BWG
5016
Balanced Wealth Group
Ohio
$223M -$3.17M -1% 68
BAM
5017
Bosun Asset Management
Illinois
$223M +$15.3M +7% 219
HHGC
5018
Hunting Hill Global Capital
New York
$223M +$152M +213% 85
MFC
5019
Mechanics Financial Corp
Ohio
$223M -$5.82M -3% 256
SAMC
5020
Spectrum Asset Management (California)
California
$223M -$13.8M -6% 103
JHWEPV
5021
J.H. Whitney Equity Partners VII
Connecticut
$222M -$30.7M -12% 1
CPW
5022
Crestmont Private Wealth
Texas
$222M -$6.53M -3% 122
M
5023
Murchinson
Ontario, Canada
$222M -$22.8M -9% 107
AC
5024
AXQ Capital
New Jersey
$222M -$109M -33% 660
SF
5025
Slagle Financial
Illinois
$222M -$3.18M -1% 117