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
MS
5601
Marshall & Sullivan
Washington
$216M +$7.62M +4% 119
KFP
5602
Keener Financial Planning
Texas
$216M +$15M +7% 239
ACA
5603
American Capital Advisory
Idaho
$216M +$15.7M +8% 1,061
VWA
5604
Valued Wealth Advisors
Utah
$216M +$23.8M +12% 638
DC
5605
Darrow Company
Massachusetts
$215M +$18M +9% 53
ACM
5606
Ayrshire Capital Management
Connecticut
$215M +$7.22M +3% 49
SSA
5607
SSA Swiss Advisors
$215M +$7.69M +4% 120
AWA
5608
Aletheian Wealth Advisors
Washington
$215M +$11.9M +6% 105
SPA
5609
Sherbrooke Park Advisers
New York
$215M -$15.2M -7% 757
ZEP
5610
Zeno Equity Partners
United Kingdom
$215M -$16.8M -7% 11
BWA
5611
Boulder Wealth Advisors
Colorado
$215M 28
BPCM
5612
Beach Point Capital Management
California
$215M -$19.8M -8% 19
SCM
5613
Sterneck Capital Management
Missouri
$215M +$17.9M +9% 108
NME
5614
Notis-McConarty Edward
$215M +$9.73M +5% 78
HFO
5615
Heritage Family Offices
Arizona
$215M +$17.1M +9% 209
TCM
5616
Tandem Capital Management
New Jersey
$215M +$17.2M +9% 122
MWM
5617
MTC Wealth Management
Florida
$215M +$6.65M +3% 14
SWM
5618
Shelton Wealth Management
Texas
$215M +$16.3M +8% 151
RC
5619
Roubaix Capital
Colorado
$215M +$6.37M +3% 75
WDC
5620
Woodward Diversified Capital
California
$215M +$17M +9% 193
UFAC
5621
Urban Financial Advisory Corp
Illinois
$215M +$15.7M +8% 52
EA
5622
Ergawealth Advisors
Illinois
$215M -$7.58M -3% 82
WA
5623
Watchtower Advisors
Connecticut
$214M +$45.4M +27% 21
VIPI
5624
Vista Investment Partners II
Indiana
$214M +$6.98M +3% 155
ACM
5625
Avos Capital Management
Washington
$214M +$38.9M +22% 59