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
MFA
5701
Millington Financial Advisors
Illinois
$198M +$35.2M +22% 106
HWM
5702
Howard Wealth Management
Connecticut
$198M +$18.4M +10% 125
CPSC
5703
Carl P. Sherr & Co
Massachusetts
$198M +$15M +8% 121
HFO
5704
Heritage Family Offices
Arizona
$198M +$2.24M +1% 181
WDC
5705
Woodward Diversified Capital
California
$198M +$56.4M +40% 180
CC
5706
Copperleaf Capital
North Carolina
$198M +$30.4M +18% 116
TCM
5707
Tandem Capital Management
New Jersey
$198M +$18.7M +10% 119
DC
5708
Darrow Company
Massachusetts
$198M +$18.2M +10% 52
I
5709
Immersion
Florida
$197M +$34.6M +21% 10
IMC
5710
Inherent Management Corp
New York
$197M +$33M +20% 11
SCM
5711
Sterneck Capital Management
Missouri
$197M +$12.1M +7% 108
BFG
5712
Buttonwood Financial Group
Missouri
$197M +$26.4M +15% 32
CWP
5713
Core Wealth Partners
California
$197M +$25M +15% 184
PK
5714
Pflug Koory
Nebraska
$197M +$17.4M +10% 426
KFS
5715
Kaizen Financial Strategies
California
$197M +$23.5M +14% 159
CRC
5716
Catawba River Capital
South Carolina
$197M +$32.3M +20% 21
PF
5717
Penney Financial
Texas
$197M +$44.5M +29% 44
GIO
5718
Galilei Investment Office
United Kingdom
$197M +$12M +7% 29
FF
5719
Friday Financial
Iowa
$197M +$29.4M +18% 86
TCA
5720
Troluce Capital Advisors
Puerto Rico
$196M +$90.5M +85% 48
5W
5721
5T Wealth
California
$196M +$20.6M +12% 108
II
5722
Ironclad Investments
Florida
$196M +$18.7M +11% 3
FAM
5723
Forte Asset Management
New York
$196M -$2.27M -1% 72
EP
5724
EPIQ Partners
Minnesota
$196M +$6.7M +4% 75
CIG
5725
CHB Investment Group
Pennsylvania
$196M +$7.97M +4% 88