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
BCA
5376
Ballentine Capital Advisors
South Carolina
$197M +$4.05M +2% 29
MFP
5377
Meridian Financial Partners
Virginia
$197M +$7.67M +4% 109
JFG
5378
JDM Financial Group
Texas
$197M +$4.64M +2% 368
MS
5379
Marshall & Sullivan
Washington
$197M -$7.58M -4% 43
I2I
5380
Insight 2811 Inc
Illinois
$197M +$2.97M +2% 91
EHWM
5381
Eads & Heald Wealth Management
Georgia
$197M -$6.39M -3% 141
NERM
5382
New England Research & Management
Illinois
$197M +$354K +0.2% 169
DWM
5383
Dopkins Wealth Management
New York
$197M +$361K +0.2% 89
APSI
5384
Asset Planning Services Inc
Louisiana
$197M -$8.4M -4% 35
BFS
5385
Burrus Financial Services
Utah
$197M +$2.06M +1% 10
NECFA
5386
New England Capital Financial Advisors
Connecticut
$197M -$8.26M -4% 422
RWMG
5387
Redwood Wealth Management Group
New Jersey
$197M -$8.5M -4% 171
CWM
5388
Cahill Wealth Management
Michigan
$196M +$407K +0.2% 50
PFA
5389
Peak Financial Advisors
Colorado
$196M +$4.18M +2% 87
RCM
5390
Rings Capital Management
Illinois
$196M +$4.81M +3% 8
EFP
5391
Envision Financial Planning
Tennessee
$196M +$2.7M +1% 48
MADR
5392
Milestones Administradora de Recursos
Brazil
$196M -$806K -0.4% 23
HFO
5393
Heritage Family Offices
Arizona
$196M -$4.87M -2% 197
SST
5394
S Squared Technology
New York
$195M -$45.3M -19% 39
AA
5395
AJ Advisors
Tennessee
$195M +$2.63M +1% 36
CFC
5396
Client First Capital
California
$195M +$652K +0.3% 22
SWP
5397
Significant Wealth Partners
Illinois
$195M +$1.97M +1% 94
CWA
5398
Continuum Wealth Advisors
New York
$195M -$2.67M -1% 65
FU
5399
Fairfield University
Connecticut
$195M +$8.01M +4% 3
RP
5400
Riverwater Partners
Wisconsin
$195M -$10.7M -5% 233