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
CCA
5276
Cora Capital Advisors
New Jersey
$203M +$8.67M +4% 106
AFC
5277
AFT Forsyth & Company
Florida
$203M -$1.13M -0.6% 141
MLA
5278
MB, Levis & Associates
Pennsylvania
$203M +$12.6M +7% 299
TA
5279
TKG Advisors
Indiana
$203M +$18.4M +10% 110
WP
5280
Wealthspan Partners
Iowa
$203M +$21.4M +12% 107
SAM
5281
Sequent Asset Management
Texas
$203M +$3.83M +2% 100
DI
5282
Disciplined Investments
Oklahoma
$203M +$15M +8% 125
FCB
5283
First County Bank
Connecticut
$203M +$8.08M +4% 166
CCM
5284
Colorado Capital Management
Colorado
$203M +$23.2M +13% 98
BWM
5285
Benchmark Wealth Management
Connecticut
$202M +$14.8M +8% 55
MCP
5286
Martin Capital Partners
Oregon
$202M -$45.2M -18% 72
PWA
5287
Prairie Wealth Advisors
Nebraska
$202M +$5.06M +3% 157
DC
5288
Diametric Capital
Massachusetts
$202M +$18M +10% 532
BA
5289
Bluesphere Advisors
Pennsylvania
$202M +$6.04M +3% 108
APSI
5290
Asset Planning Services Inc
Louisiana
$202M +$12.7M +7% 35
LWM
5291
Laidlaw Wealth Management
New York
$202M +$20.1M +11% 188
SI
5292
Sapience Investments
California
$202M +$6.43M +3% 94
KF
5293
KKM Financial
Illinois
$202M -$8.77M -4% 157
VCM
5294
Verger Capital Management
North Carolina
$202M +$5.93M +3% 14
NEPPG
5295
New England Professional Planning Group
Rhode Island
$202M +$11.7M +6% 56
BCFD
5296
Boit C.F. David
$202M +$9.92M +5% 130
BFS
5297
Burrus Financial Services
Utah
$202M +$5.86M +3% 10
PPWM
5298
Paragon Private Wealth Management
Kentucky
$202M +$24.8M +14% 167
EA
5299
Ergawealth Advisors
Illinois
$202M +$18M +10% 65
RWMG
5300
Redwood Wealth Management Group
New Jersey
$202M +$68.9M +52% 1,239