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
WF
5626
Williams Financial
Vermont
$132M -$281K -0.2% 36
PSC
5627
Piper Sandler & Co
Minnesota
$132M -$6.67M -5% 53
FWP
5628
Firethorn Wealth Partners
Georgia
$132M -$847K -0.6% 156
HBT
5629
Heartland Bank & Trust
Illinois
$132M -$3.1M -2% 138
3C
5630
325 Capital
New York
$132M +$29.9M +29% 10
MAG
5631
MRA Advisory Group
New Jersey
$132M +$2.5M +2% 132
VFG
5632
V2 Financial group
Illinois
$131M +$2.56M +2% 73
DFS
5633
Dixon Fnancial Services
California
$131M -$5.71M -4% 26
WOSD
5634
WFA of San Diego
California
$131M -$40.7M -24% 172
OMC
5635
OUP Management Company
Pennsylvania
$131M -$90.5M -41% 16
G
5636
Gainplan
Michigan
$131M -$100M -43% 75
WAM
5637
Werlinich Asset Management
Connecticut
$131M -$6.07M -4% 58
SCA
5638
Strategic Capital Advisers
Colorado
$131M -$8.41M -6% 63
BA
5639
Ballew Advisors
Mississippi
$131M -$12.7M -9% 131
SWM
5640
Salvus Wealth Management
New Jersey
$131M -$5.94M -4% 105
EIM
5641
Ervin Investment Management
Washington
$131M +$5.65M +5% 34
OF
5642
Outfitter Financial
Maine
$131M -$5.59M -4% 261
FWM
5643
Fortress Wealth Management
California
$131M -$2.28M -2% 63
AFG
5644
Affinia Financial Group
Massachusetts
$131M -$23.2M -15% 33
DAM
5645
Diamant Asset Management
Connecticut
$131M -$6.24M -5% 71
TCFP
5646
Treasure Coast Financial Planning
Florida
$130M +$1.14M +0.9% 34
TC
5647
Tsai Capital
New York
$130M -$13.6M -9% 16
CWM
5648
Cadence Wealth Management
Massachusetts
$130M +$39.1M +43% 40
MAM
5649
Marketfield Asset Management
New York
$130M -$2.33M -2% 39
CPM
5650
Corre Partners Management
New York
$130M -$24.7M -16% 11