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
PWIA
5601
Porter White Investment Advisors
Alabama
$131M +$4.58M +4% 26
RFP
5602
RCS Financial Planning
Maryland
$131M +$9.69M +8% 63
GBI
5603
GP Brinson Investments
Illinois
$131M -$1.53M -1% 15
FFA
5604
Fortune Financial Advisors
Kansas
$131M -$2.57M -2% 123
PD
5605
Planning Directions
Pennsylvania
$131M -$6.8M -5% 68
MTIM
5606
Marathon Trading Investment Management
Pennsylvania
$131M -$30.2M -19% 181
GWAM
5607
Guardian Wealth Advisors (Minnesota)
Minnesota
$131M -$5.46M -4% 73
MWM
5608
Meritas Wealth Management
California
$131M -$2.65M -2% 44
FWP
5609
Firethorn Wealth Partners
Georgia
$130M -$3.64M -3% 138
AWA
5610
Aletheian Wealth Advisors
Washington
$130M -$15.6M -11% 83
CW
5611
Cook Wealth
North Carolina
$130M +$550K +0.4% 60
WPEP
5612
Walnut Private Equity Partners
Nebraska
$130M +$9.03M +7% 17
CWM
5613
Cahill Wealth Management
Michigan
$130M -$14.6M -10% 49
EBWM
5614
Eagle Bluffs Wealth Management
Missouri
$130M +$485K +0.4% 75
LA
5615
Lakeside Advisors
Washington
$130M -$5.49M -4% 62
GAA
5616
Green Alpha Advisors
Colorado
$130M -$22.2M -15% 172
MTWM
5617
Masso Torrence Wealth Management
New Jersey
$130M -$8.53M -6% 87
APC
5618
Asset Planning Corporation
Tennessee
$130M -$1.53M -1% 42
YC
5619
Yunqi Capital
Hong Kong
$130M -$6.94M -5% 8
BRG
5620
Bay Rivers Group
Virginia
$130M -$3.42M -3% 67
KWM
5621
Kanen Wealth Management
Florida
$130M -$20.8M -14% 20
SAM
5622
Soditic Asset Management
United Kingdom
$130M -$7.22M -5% 10
CRC
5623
Catawba River Capital
South Carolina
$130M +$4.35M +3% 21
NAM
5624
NewGen Asset Management
Ontario, Canada
$130M -$2.53M -2% 30
SMP
5625
Santa Monica Partners
Florida
$130M +$6.21M +5% 18