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
QFPS
5651
Quantum Financial Planning Services
Washington
$183M +$2.56M +1% 38
MFG
5652
Marmo Financial Group
Tennessee
$183M -$2.39M -1% 30
GWM
5653
GoalFusion Wealth Management
Texas
$183M -$731K -0.4% 29
JHA
5654
Jackson Hill Advisors
Texas
$183M -$15.4M -8% 12
RWRC
5655
R.W. Roge & Company
New York
$183M -$2.8M -2% 56
FCMV
5656
Foresite Capital Management VI
California
$183M -$41.9M -19% 14
SMP
5657
Santa Monica Partners
Florida
$183M -$2.66M -1% 18
WPEP
5658
Walnut Private Equity Partners
Nebraska
$183M -$5.64M -3% 15
MA
5659
Menlo Advisors
California
$182M -$13.7M -7% 30
WCM
5660
WestBridge Capital Management
Mauritius
$182M -$34M -16% 1
DFA
5661
DHK Financial Advisors
New Hampshire
$182M +$17.5M +11% 100
CC
5662
Checkpoint Capital
California
$182M -$14.2M -7% 21
FC
5663
Family CFO
California
$182M +$623K +0.3% 96
AFO
5664
Allie Family Office
Florida
$182M +$2.06M +1% 101
GWM
5665
Grand Wealth Management
Michigan
$182M +$2.55M +1% 69
LAM
5666
Lifestyle Asset Management
Texas
$182M -$1.63M -0.9% 126
PWM
5667
Pacific Wealth Management
California
$182M -$7.06M -4% 21
YP
5668
YANKCOM Partnership
South Dakota
$182M -$5.21M -3% 297
HPCM
5669
Hein Park Capital Management
New York
$182M +$51.5M +40% 6
AG
5670
Amiral Gestion
France
$182M +$23.3M +15% 36
HKIMG
5671
Hutchens & Kramer Investment Management Group
Indiana
$182M -$2.53M -1% 180
CRI
5672
Colonial River Investments
Virginia
$182M -$25M -12% 267
ICMM
5673
Integrated Capital Management (Michigan)
Michigan
$182M -$6.32M -3% 61
TS
5674
TradeWell Securities
Indiana
$182M -$11.5M -6% 44
MSFP
5675
Mark Sheptoff Financial Planning
Connecticut
$181M -$4.99M -3% 474