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
TFA
5326
Tranquilli Financial Advisor
New Jersey
$132M +$5.55M +4% 84
WCM
5327
Wisconsin Capital Management
Wisconsin
$132M +$3.91M +3% 51
CPSC
5328
Carl P. Sherr & Co
Massachusetts
$132M +$6.34M +5% 121
RWP
5329
Ridgecrest Wealth Partners
California
$132M +$9.06M +7% 104
AWG
5330
Altus Wealth Group
Colorado
$132M +$31.1M +31% 159
ANHIM
5331
Alan N. Hoffman Investment Management
Massachusetts
$131M -$15.8M -11% 10
PFMU
5332
Privium Fund Management (UK)
United Kingdom
$131M +$53.3M +68% 91
AL
5333
ADE LLC
Maryland
$131M +$42.2M +47% 82
FA
5334
Fortis Advisors
Pennsylvania
$131M -$8.79M -6% 301
WF
5335
Warner Financial
Maryland
$131M +$6.89M +6% 92
PO
5336
Paradigm Operations
California
$131M -$108M -45% 1
LI
5337
Latigo Investments
Florida
$131M +$12.3M +10% 16
PD
5338
Planning Directions
Pennsylvania
$131M +$7.22M +6% 76
EWG
5339
Executive Wealth Group
Washington
$131M +$14.5M +12% 44
BC
5340
Barnett & Company
Tennessee
$131M +$17.7M +16% 86
CWMU
5341
Caliber Wealth Management (Utah)
Utah
$131M +$4.17M +3% 99
MWA
5342
Motive Wealth Advisors
Michigan
$131M +$7.39M +6% 65
SNBOSCI
5343
Security National Bank of Sioux City Iowa
Iowa
$131M +$18.5M +17% 101
ITFISA
5344
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$131M +$7.73M +6% 89
FP
5345
Factorial Partners
New York
$131M +$15.5M +13% 95
WOSD
5346
WFA of San Diego
California
$131M +$19.7M +18% 475
OCM
5347
Orleans Capital Management
Louisiana
$131M +$11.1M +9% 79
BA
5348
Ballew Advisors
Mississippi
$131M +$19.1M +17% 107
SAM
5349
Stewart Asset Management
New York
$130M -$7.33M -5% 29
AWA
5350
Acorn Wealth Advisors
Michigan
$130M +$8.43M +7% 169