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
MAG
5151
Members Advisory Group
New York
$160M +$5.6M +4% 20
BDCM
5152
Black Diamond Capital Management
Connecticut
$160M -$13.1M -8% 12
JC
5153
Jentner Corp
Ohio
$160M +$13.8M +9% 45
MMHP
5154
Murphy Middleton Hinkle & Parker
Georgia
$160M -$953K -0.6% 140
W
5155
WorthPointe
California
$160M +$11.7M +8% 66
FCM
5156
Family Capital Management
Michigan
$160M +$13.2M +9% 79
BP
5157
BCK Partners
New York
$160M +$6.11M +4% 28
SC
5158
Scholtz & Company
Connecticut
$160M +$19.7M +14% 42
AFA
5159
Alpha Financial Advisors
North Carolina
$160M +$15.7M +11% 47
IGYL
5160
I.G.Y. Ltd
United Kingdom
$160M +$21.5M +16% 3
SRWM
5161
Shira Ridge Wealth Management
California
$160M +$8.11M +5% 66
BFA
5162
Buttonwood Financial Advisors
Maryland
$160M +$30.6M +24% 97
CPW
5163
Catalyst Private Wealth
California
$160M +$14.8M +10% 75
CP
5164
Camelot Portfolios
Ohio
$159M +$16M +11% 201
AFR
5165
Applied Fundamental Research
Massachusetts
$159M +$20.6M +15% 11
RFP
5166
Roth Financial Partners
Texas
$159M +$9.25M +6% 26
BAM
5167
Bellevue Asset Management
Washington
$159M +$12M +8% 498
VLC
5168
Van Leeuwen & Company
New Jersey
$159M +$10.4M +7% 83
PWP
5169
Pursue Wealth Partners
California
$159M +$12.9M +9% 110
CWM
5170
CCG Wealth Management
California
$159M +$8.04M +5% 67
RTL
5171
Red Tortoise LLC
Georgia
$159M +$10.5M +7% 632
ITB
5172
Idaho Trust Bank
Idaho
$159M 74
WMP
5173
Wealth Management Partners
Arizona
$159M +$16M +11% 116
VIP
5174
Viewpoint Investment Partners
Alberta, Canada
$159M +$33.3M +27% 7
AFA
5175
AllGen Financial Advisors
Florida
$159M +$15.6M +11% 35