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
MA
5001
MKT Advisors
California
$269M +$16M +6% 175
YCM
5002
Yakira Capital Management
Connecticut
$269M -$2.9M -1% 250
MAM
5003
Monaco Asset Management
Monaco
$269M +$4.59M +2% 112
TF
5004
Tandem Financial
Colorado
$269M +$162M +152% 88
JWM
5005
Jessup Wealth Management
Ohio
$269M +$19.3M +8% 83
TFA
5006
TPG Financial Advisors
Oregon
$268M +$18.6M +7% 69
BOC
5007
Barbara Oil Co
Illinois
$268M +$14.1M +6% 76
SWM
5008
SK Wealth Management
Rhode Island
$268M +$37.5M +16% 86
WCM
5009
Weik Capital Management
Pennsylvania
$268M +$15.3M +6% 95
EI
5010
eCIO Inc
Wisconsin
$268M +$30.7M +13% 80
WF
5011
Warner Financial
Maryland
$268M +$25.4M +10% 125
BIA
5012
BHK Investment Advisors
Alabama
$268M +$12.3M +5% 67
FI
5013
Fosun International
China
$267M -$92.2M -26% 56
RA
5014
Ruggaard & Associates
Ohio
$267M +$18.5M +7% 121
HPC
5015
Highland Peak Capital
Connecticut
$267M +$22.5M +9% 18
FDS
5016
First Dallas Securities
Texas
$267M +$13.9M +6% 127
FWP
5017
Family Wealth Partners
North Carolina
$267M +$16.9M +7% 82
W
5018
WorthPointe
California
$267M +$29.1M +12% 111
TWM
5019
Trinity Wealth Management
Pennsylvania
$267M +$14.8M +6% 69
AG
5020
AmeriFlex Group
Nevada
$267M +$76.4M +40% 1,435
SFPG
5021
Stonebridge Financial Planning Group
Florida
$266M +$26.8M +11% 176
AWM
5022
Able Wealth Management
New Jersey
$266M +$67.7M +34% 119
NIWA
5023
New Insight Wealth Advisors
California
$266M +$22.8M +9% 110
CCAM
5024
Codex Capital Asset Management
Texas
$266M +$15.6M +6% 33
PWAC
5025
Private Wealth Advisors (California)
California
$266M +$10.7M +4% 91