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
QFPS
5201
Quantum Financial Planning Services
Washington
$247M +$34.8M +16% 52
CWM
5202
Collaborative Wealth Management
Florida
$247M +$18M +8% 201
1CM
5203
1492 Capital Management
Wisconsin
$247M +$30.1M +14% 126
BWA
5204
BCU Wealth Advisors
Illinois
$247M +$24.5M +11% 61
TAM
5205
Tealwood Asset Management
Minnesota
$247M +$22.4M +10% 136
CCP
5206
Caden Capital Partners
California
$247M -$54.1M -18% 12
AAG
5207
Avalon Advisory Group
Pennsylvania
$247M +$13.9M +6% 18
EPW
5208
Evergreen Private Wealth
Colorado
$247M +$8.02M +3% 299
SC
5209
Swan Capital
Florida
$247M +$16.4M +7% 561
AB
5210
ANB Bank
Colorado
$247M +$23.9M +11% 137
HIA
5211
HFM Investment Advisors
New Jersey
$246M +$19M +8% 1,323
AA
5212
AF Advisors
California
$246M -$43.7M -15% 30
WFS
5213
Weitzel Financial Services
Iowa
$246M +$9.9M +4% 49
MAWCM
5214
Mine & Arao Wealth Creation & Management
California
$246M +$22.1M +10% 78
MCM
5215
Moerus Capital Management
New York
$246M +$11.7M +5% 14
GFA
5216
Grunden Financial Advisory
Texas
$246M +$19.5M +9% 32
MWA
5217
Mills Wealth Advisors
Texas
$246M +$27.7M +13% 74
TWA
5218
Trellis Wealth Advisors
California
$246M +$16M +7% 38
KIC
5219
Kensington Investment Counsel
California
$246M +$12.3M +5% 108
RFG
5220
RFP Financial Group
Georgia
$246M +$3.34M +1% 112
PWM
5221
Parkshore Wealth Management
California
$245M +$40.8M +20% 70
RSC
5222
Red Spruce Capital
Pennsylvania
$245M +$14.5M +6% 93
GBI
5223
GP Brinson Investments
Illinois
$245M +$10.7M +5% 16
CNBT
5224
Cornerstone National Bank & Trust
Illinois
$245M +$12.7M +5% 178
KTM
5225
Keeler Thomas Management
Utah
$245M +$12.7M +5% 110