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
TI
5601
TTP Investments
California
$134M 37
WMA
5602
West Michigan Advisors
Michigan
$134M 125
WAL
5603
W Advisors LLC
Tennessee
$134M 104
LFA
5604
LifeGuide Financial Advisors
Pennsylvania
$134M 24
CCP
5605
Clifford Capital Partners
Utah
$134M +$24.8M +23% 43
CCP
5606
Carmel Capital Partners
California
$134M 123
RF
5607
Resolute Financial
Massachusetts
$134M 116
BAM
5608
Banta Asset Management
California
$134M +$30M +29% 24
GIA
5609
Goodwin Investment Advisory
Georgia
$134M +$30.7M +30% 221
KFS
5610
Kaizen Financial Strategies
California
$134M +$9.53M +8% 153
TNAM
5611
Terra Nova Asset Management
New York
$133M +$8.88M +7% 96
CWM
5612
Cherrydale Wealth Management
New Jersey
$133M 39
BDFN
5613
Bond & Devick Financial Network
Minnesota
$133M +$13M +11% 115
JMF
5614
Johnson Midwest Financial
Iowa
$133M +$11M +9% 346
WCH
5615
Willoughby Capital Holdings
Connecticut
$133M -$38.4M -22% 1
C
5616
Clearshares
New York
$133M $0 0% 38
TWP
5617
Transparent Wealth Partners
Arkansas
$133M 28
SC
5618
Schiavi & Co
Delaware
$133M +$9.95M +8% 15
FWP
5619
Firethorn Wealth Partners
Georgia
$133M 136
FWM
5620
Fortress Wealth Management
California
$133M 56
MPW
5621
Melone Private Wealth
Michigan
$133M 59
MA
5622
McBroom & Associates
Nevada
$133M 30
BI
5623
Blooom Inc
Kansas
$133M +$12.2M +10% 50
RHCA
5624
Rosenthal Henry Capital Advisors
Indiana
$133M +$465K +0.4% 51
CG
5625
Cynosure Group
Utah
$133M +$3.04M +2% 22