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
MWP
5001
Meredith Wealth Planning
Illinois
$227M +$2.35M +1% 54
LWMNY
5002
Landmark Wealth Management (New York)
New York
$227M +$1.12M +0.5% 76
CFLC
5003
California First Leasing Corp
California
$227M -$15.9M -7% 48
MCA
5004
Maryland Capital Advisors
Maryland
$227M +$10.9M +5% 265
HP
5005
HealthInvest Partners
Sweden
$227M +$15.7M +7% 41
TC
5006
Toews Corporation
New Jersey
$226M +$58.1M +35% 11
WCA
5007
Whetstone Capital Advisors
Kansas
$226M -$36.3M -14% 39
RA
5008
Rise Advisors
New York
$226M +$18.4M +9% 1,582
TFA
5009
TPG Financial Advisors
Oregon
$226M -$3.55M -2% 68
CI
5010
Cherokee Insurance
Michigan
$226M +$5.61M +3% 123
TFO
5011
Timonier Family Office
North Carolina
$226M +$31.3M +16% 50
WF
5012
Warner Financial
Maryland
$226M -$6.55M -3% 121
DIP
5013
Davis Investment Partners
North Carolina
$226M -$11.2M -5% 157
FFAM
5014
Forge First Asset Management
Canada
$226M -$49.9M -18% 52
ECML
5015
Eagle Capital Management (Louisiana)
Louisiana
$226M -$22M -9% 42
SC
5016
Schulhoff & Co
Ohio
$226M -$48.1M -18% 132
EW
5017
Elyxium Wealth
California
$226M +$61.6M +38% 158
WFG
5018
Wills Financial Group
Virginia
$226M -$6.06M -3% 67
LVIA
5019
Lind Value II ApS
Denmark
$225M +$171K +0.1% 11
RFG
5020
Range Financial Group
Oregon
$225M +$8.47M +4% 207
SF
5021
Slagle Financial
Illinois
$225M +$3.09M +1% 108
KIC
5022
Kensington Investment Counsel
California
$225M -$14.6M -6% 103
SAMC
5023
Spectrum Asset Management (California)
California
$225M +$2.47M +1% 99
AFA
5024
Alpha Financial Advisors
North Carolina
$225M +$4.01M +2% 53
RWM
5025
Revisor Wealth Management
Ohio
$225M +$116M +107% 226