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
SFP
5126
Strategic Financial Planning
Texas
$134M +$20M +17% 32
CA
5127
Continental Advisors
Utah
$134M +$17.3M +15% 56
SN
5128
Sittner & Nelson
Oregon
$134M +$22.6M +20% 465
WMP
5129
Wealth Management Partners
Arizona
$134M +$6.37M +5% 131
SAM
5130
S.A. Mason
Michigan
$134M +$13.7M +11% 319
WA
5131
WESPAC Advisors
California
$134M +$4.29M +3% 191
SW
5132
Signify Wealth
Missouri
$134M +$7.34M +6% 19
PLU
5133
Performa Ltd (US)
South Carolina
$134M -$23M -15% 47
CCM
5134
Conway Capital Management
California
$134M -$2.86M -2% 79
LAI
5135
Legal Advantage Investments
California
$134M +$5.22M +4% 99
ABP
5136
Arthur B. Page
$134M +$1.22M +0.9% 59
WAS
5137
Wealth Advisory Solutions
Indiana
$134M -$235M -64% 211
FA
5138
Financial Avengers
California
$134M +$11.6M +9% 173
IHWM
5139
Iron Horse Wealth Management
Iowa
$134M +$8.64M +7% 208
GCM
5140
GoodHaven Capital Management
New Jersey
$133M +$13.3M +11% 27
WPA
5141
Winning Points Advisors
Florida
$133M +$8.88M +7% 68
KIC
5142
Kensington Investment Counsel
California
$133M +$12M +10% 87
MFP
5143
Meridian Financial Partners
Virginia
$133M +$3.46M +3% 75
CPSC
5144
Carl P. Sherr & Co
Massachusetts
$133M +$7.44M +6% 114
BCP
5145
Blackhawk Capital Partners
Wisconsin
$133M +$15.9M +14% 105
FMTCOCP
5146
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$133M +$7.41M +6% 311
SC
5147
Sovarnum Capital
New York
$133M -$9.96M -7% 93
PWM
5148
Palumbo Wealth Management
New York
$133M +$8.79M +7% 107
SG
5149
Somerset Group
Minnesota
$133M +$7.21M +6% 76
MWM
5150
Moulton Wealth Management
Washington
$132M +$8.28M +7% 41