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
SAM
5451
S.A. Mason
Michigan
$227M +$19.9M +10% 370
TFG
5452
Tull Financial Group
Virginia
$226M +$6.64M +3% 35
DB
5453
Dravo Bay
Delaware
$226M +$19.7M +10% 48
HP
5454
Haven Private
Florida
$226M +$883K +0.4% 196
IWP
5455
Insight Wealth Partners
Texas
$226M +$46M +25% 118
BCA
5456
Ballentine Capital Advisors
South Carolina
$226M +$15.2M +7% 28
PP
5457
Postrock Partners
Oregon
$226M +$17M +8% 87
SPA
5458
Shore Point Advisors
New Jersey
$226M +$17.9M +9% 73
AMC
5459
Atlas Merchant Capital
New York
$226M -$106M -32% 11
CFS
5460
Compass Financial Services
Iowa
$226M +$19.6M +9% 359
OFA
5461
Onyx Financial Advisors
Idaho
$226M +$15.1M +7% 19
CWA
5462
Clarus Wealth Advisors
Arizona
$226M +$9.79M +5% 95
AWM
5463
Altus Wealth Management
Kentucky
$226M +$16.9M +8% 30
RFP
5464
RCS Financial Planning
Maryland
$226M +$24.7M +12% 94
CWMG
5465
Compass Wealth Management (Georgia)
Georgia
$226M +$38.9M +21% 63
TP
5466
TenCore Partners
New York
$226M +$4.51M +2% 13
HPM
5467
HealthCor Partners Management
South Carolina
$225M 1
DMC
5468
DSC Meridian Capital
New York
$225M +$42.9M +23% 20
FC
5469
Financial Council
Maryland
$225M +$17.9M +9% 97
NMC
5470
Nine Masts Capital
Hong Kong
$225M -$28.4M -11% 86
CCC
5471
Chelsea Counsel Company
California
$225M +$23.5M +12% 247
TWM
5472
Tumwater Wealth Management
Idaho
$225M +$9.9M +5% 39
LWM
5473
Lakeridge Wealth Management
Ohio
$225M +$7.52M +3% 160
VAF
5474
Values Added Financial
District of Columbia
$225M +$18.6M +9% 130
MDCM
5475
Morgan Dempsey Capital Management
Wisconsin
$225M -$14.4M -6% 135