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
IFPL
5926
Investments & Financial Planning LLC
Kentucky
$114M +$2.99M +3% 33
WA
5927
Wealthstream Advisors
New York
$114M -$2.94M -3% 74
SPW
5928
Surience Private Wealth
Washington
$114M -$8.36M -7% 31
4WM
5929
4J Wealth Management
Virginia
$114M -$4.54M -4% 80
MCA
5930
Maryland Capital Advisors
Maryland
$114M -$7.08M -6% 197
HCWM
5931
Harrison & Co Wealth Management
Virginia
$114M -$4.64M -4% 83
RCM
5932
Rain Capital Management
Oregon
$114M -$10.7M -9% 48
DWM
5933
Defined Wealth Management
Oregon
$114M -$8.57M -7% 102
MC
5934
Mayar Capital
United Kingdom
$114M +$8.08M +8% 14
HA
5935
Hofer & Associates
California
$114M +$3.17M +3% 52
PC
5936
Pavadi Capital
New York
$113M -$18.3M -14% 27
P
5937
Palladiem
Pennsylvania
$113M -$11.1M -9% 70
VWA
5938
VERITY Wealth Advisors
United States
$113M -$7.24M -6% 67
ABLA
5939
Alan B. Lancz & Associates
Ohio
$113M -$1.28M -1% 162
KIP
5940
Kayak Investment Partners
California
$113M -$135M -54% 25
MADR
5941
Milestones Administradora de Recursos
Brazil
$113M +$8.09M +8% 14
CCM
5942
Ciovacco Capital Management
Georgia
$113M -$53M -32% 33
MA
5943
McBroom & Associates
Nevada
$113M -$20M -15% 32
WFS
5944
Widmann Financial Services
Maryland
$113M -$8.48M -7% 504
BWM
5945
Birchcreek Wealth Management
Ohio
$113M -$1.79M -2% 123
HPM
5946
Hudson Portfolio Management
New York
$113M +$225K +0.2% 110
NWA
5947
Navis Wealth Advisors
New York
$113M -$6.07M -5% 109
4FG
5948
4Thought Financial Group
New York
$113M -$11.1M -9% 101
CC
5949
Copperleaf Capital
North Carolina
$113M -$3.07M -3% 60
JCA
5950
January Capital Advisors
California
$113M -$13.2M -10% 52