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
MFP
5276
Meramec Financial Planners
Missouri
$257M 518
EC
5277
EntryPoint Capital
New York
$256M -$1.88M -0.7% 889
TWM
5278
Trueblood Wealth Management
Ohio
$256M -$199K -0.1% 266
HCC
5279
Hatch Cove Capital
Illinois
$256M 22
SIP
5280
Sellwood Investment Partners
Oregon
$256M +$4.87M +2% 107
NECFA
5281
New England Capital Financial Advisors
Connecticut
$256M +$20.7M +9% 444
BIA
5282
Bigelow Investment Advisors
Maine
$256M +$7.95M +3% 154
TWM
5283
TCFG Wealth Management
California
$256M +$1.5M +0.6% 290
WA
5284
Waterford Advisors
New York
$256M -$33.2M -11% 63
GFA
5285
Grunden Financial Advisory
Texas
$256M +$9.97M +4% 35
AG
5286
ASO Group
$256M 55
HIA
5287
HFM Investment Advisors
New Jersey
$256M +$9.32M +4% 1,342
TWA
5288
Trellis Wealth Advisors
California
$256M +$9.98M +4% 44
MAWCM
5289
Mine & Arao Wealth Creation & Management
California
$256M +$9.41M +4% 80
NA
5290
NVP Associates
California
$255M +$89.2M +54% 6
HAFS
5291
Hapanowicz & Associates Financial Services
Pennsylvania
$255M +$38.6M +18% 36
MCA
5292
Mendon Capital Advisors
Florida
$255M +$35.5M +16% 76
AWMT
5293
AAFMAA Wealth Management & Trust
North Carolina
$255M +$3.08M +1% 99
TGI
5294
TRV GP IV
Massachusetts
$255M -$18.8M -7% 2
WAP
5295
Wealth Analytics Partners
California
$255M 47
BAM
5296
Brilliance Asset Management
Hong Kong
$255M +$67.3M +36% 9
BCVI
5297
Bain Capital Venture Investors
Massachusetts
$255M +$141M +124% 4
SCM
5298
Spreng Capital Management
Ohio
$255M +$3.94M +2% 81
UFAC
5299
Urban Financial Advisory Corp
Illinois
$255M +$40M +19% 54
SWM
5300
SFG Wealth Management
Maryland
$255M +$23.7M +10% 145