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
BFP
5901
Beacon Financial Planning
Massachusetts
$162M +$14.8M +10% 45
TCFP
5902
Treasure Coast Financial Planning
Florida
$162M +$10.4M +7% 35
GWAM
5903
Guardian Wealth Advisors (Minnesota)
Minnesota
$162M +$8.25M +5% 84
WBWA
5904
William B. Walkup & Associates
South Carolina
$162M +$8.96M +6% 161
MWM
5905
Meritas Wealth Management
California
$162M +$19.8M +14% 51
VBWMG
5906
Von Berge Wealth Management Group
California
$162M +$4.32M +3% 70
SIA
5907
Schear Investment Advisers
Ohio
$162M +$23.1M +17% 86
GPA
5908
Garrison Point Advisors
California
$162M +$10.1M +7% 148
DJYG
5909
David J. Yvars Group
Florida
$161M +$1.67M +1% 85
HG
5910
Herbst Group
Connecticut
$161M -$3.01M -2% 69
DC
5911
Destiny Capital
Colorado
$161M +$15M +10% 50
WAM
5912
Walker Asset Management
Missouri
$161M +$12.7M +9% 147
WAC
5913
William Allan Corp
Colorado
$161M +$11.6M +8% 53
CCM
5914
Clearfield Capital Management
New York
$161M +$49.9M +45% 8
RMSCM
5915
R.M. Sincerbeaux Capital Management
New York
$161M +$8.83M +6% 37
PFS
5916
Prospect Financial Services
New York
$161M +$31M +24% 108
GPI
5917
General Partner Inc
Pennsylvania
$161M +$4.44M +3% 164
LHA
5918
Little Harbor Advisors
Massachusetts
$161M +$6.06M +4% 8
MAM
5919
McCarthy Asset Management
California
$161M -$8.8M -5% 41
HC
5920
Hara Capital
Washington
$161M +$4.49M +3% 304
MFA
5921
Millington Financial Advisors
Illinois
$160M +$16.4M +11% 87
MPM
5922
Mountaineer Partners Management
New York
$160M -$31.8M -17% 19
FFG
5923
Foundry Financial Group
New Hampshire
$160M +$15M +10% 60
BCA
5924
Boundary Creek Advisors
New York
$160M -$49.9M -24% 30
UI
5925
Unconventional Investor
New Hampshire
$160M +$18.2M +13% 34