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
SFPG
5176
Stonebridge Financial Planning Group
Florida
$210M +$10.9M +5% 160
TRIA
5177
Trail Ridge Investment Advisors
Colorado
$210M +$16.4M +8% 108
WCM
5178
Winthrop Capital Management
Indiana
$210M +$9.87M +5% 183
PWMG
5179
Pioneer Wealth Management Group
Texas
$210M +$21.4M +11% 42
TC
5180
Tejara Capital
United Kingdom
$210M -$65.1M -24% 78
BP
5181
BCK Partners
New York
$210M +$16.1M +8% 30
FFC
5182
First Financial Corp
Indiana
$210M +$13.2M +7% 471
MWP
5183
Meredith Wealth Planning
Illinois
$210M +$18.7M +10% 49
KPWG
5184
KFA Private Wealth Group
Virginia
$210M +$16.3M +8% 83
NL
5185
NKCFO LLC
Illinois
$209M +$26.1M +14% 114
SCP
5186
Stevens Capital Partners
Nebraska
$209M +$15.6M +8% 62
MFG
5187
Mendota Financial Group
Wisconsin
$209M +$22.8M +12% 1,220
AIM
5188
Astor Investment Management
Illinois
$209M -$8.22M -4% 35
FOA
5189
Five Oceans Advisors
California
$209M +$18.1M +10% 206
LC
5190
Lavaca Capital
Texas
$209M +$25.7M +14% 108
RA
5191
Rise Advisors
New York
$209M +$20M +11% 1,262
SC
5192
Summa Corp
Texas
$209M +$2.32M +1% 67
SCM
5193
Sage Capital Management
New Jersey
$208M +$18.1M +10% 171
NCM
5194
NCM Capital Management
New Jersey
$208M +$17.7M +9% 172
MA
5195
MBA Advisors
Pennsylvania
$208M +$12.8M +7% 133
MS
5196
Marshall & Sullivan
Washington
$208M +$8.05M +4% 41
WA
5197
Wilshire Advisors
California
$208M +$8.75M +4% 11
TAM
5198
Tabor Asset Management
New York
$208M +$21.7M +12% 53
HFP
5199
Holistic Financial Partners
Indiana
$208M +$8.49M +4% 133
BWM
5200
Baron Wealth Management
Michigan
$208M +$14.8M +8% 218