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
FWP
5876
Flatrock Wealth Partners
California
$208M 167
SVP
5877
Strategic Value Partners
Connecticut
$208M 1
PAP
5878
Persistent Asset Partners
Hong Kong
$208M +$70M +51% 392
ASBI
5879
American State Bank (Iowa)
Iowa
$208M +$11.7M +6% 138
IFS
5880
Intelligent Financial Strategies
Minnesota
$208M +$2.5M +1% 75
MWM
5881
Meritas Wealth Management
California
$208M +$6M +3% 60
OPWM
5882
Oxinas Partners Wealth Management
Indiana
$208M +$21.1M +11% 138
PPA
5883
Pilgrim Partners Asia
Singapore
$208M -$16.8M -7% 186
PSF
5884
Pacific Sun Financial
California
$208M +$705K +0.3% 207
C
5885
Croban
Ohio
$207M +$57.4M +38% 85
BFP
5886
Beacon Financial Planning
Massachusetts
$207M +$14.2M +7% 57
CWM
5887
Cadence Wealth Management
Massachusetts
$207M +$16.2M +8% 61
CA
5888
CWC Advisors
Oregon
$207M +$2.89M +1% 154
RCAP
5889
Resolute Capital Asset Partners
Colorado
$207M +$15.8M +8% 71
LCM
5890
LCM Capital Management
Illinois
$207M -$1.55M -0.7% 116
CC
5891
Carlson Capital
Texas
$207M +$30.4M +17% 97
UOC
5892
University of Chicago
Illinois
$207M +$2.14M +1% 12
EHWM
5893
Eads & Heald Wealth Management
Georgia
$207M -$2.75M -1% 144
FWM
5894
Finer Wealth Management
Massachusetts
$207M +$6.01M +3% 91
MMHP
5895
Murphy Middleton Hinkle & Parker
Georgia
$207M +$2.12M +1% 228
SIAM
5896
Sterling Investment Advisors (Missouri)
Missouri
$207M +$4.7M +2% 40
SGWM
5897
Sterling Group Wealth Management
California
$207M +$4.73M +2% 53
AL
5898
ADE LLC
Maryland
$207M +$8.67M +4% 87
WFAG
5899
Worth Financial Advisory Group
North Carolina
$206M +$28.2M +16% 187
SPFA
5900
Summit Place Financial Advisors
New Jersey
$206M -$5.73M -3% 105