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
TFP
6026
TrueWealth Financial Partners
Washington
$132M +$10M +8% 16
KFS
6027
Kaizen Financial Strategies
California
$132M +$13.3M +11% 127
SWA
6028
Sightline Wealth Advisors
Connecticut
$132M +$24.4M +23% 75
PFA
6029
Plotkin Financial Advisors
Maryland
$131M +$17.9M +16% 83
AC
6030
AIFG Consultants
New York
$131M +$10.9M +9% 42
NAAA
6031
New Age Alpha Advisors
New York
$131M 38
OPPS
6032
Obsidian Personal Planning Solutions
Maryland
$131M +$14.3M +12% 87
UFAC
6033
Urban Financial Advisory Corp
Illinois
$131M 21
AIM
6034
Aurora Investment Managers
Florida
$131M +$13.4M +11% 50
PHWM
6035
Pine Harbor Wealth Management
Maryland
$131M 97
BAM
6036
Byrne Asset Management
New Jersey
$131M +$10.4M +9% 603
CIM
6037
Chapman Investment Management
California
$131M +$13.2M +11% 36
SCP
6038
Sivia Capital Partners
California
$131M 186
MFA
6039
McClarren Financial Advisors
Pennsylvania
$131M +$16.5M +14% 433
AW
6040
Apricus Wealth
South Carolina
$131M +$16.9M +15% 89
MWA
6041
Mills Wealth Advisors
Texas
$131M +$6.32M +5% 54
OCM
6042
Objective Capital Management
Ohio
$131M +$18.5M +16% 122
RAM
6043
Robocap Asset Management
United Kingdom
$131M +$26.2M +25% 26
AIMA
6044
Ables Iannone Moore & Associates
Georgia
$131M 309
FCM
6045
Fogel Capital Management
Florida
$131M 33
MHWM
6046
Montz Harcus Wealth Management
Louisiana
$131M +$13.9M +12% 59
EIM
6047
Ervin Investment Management
Washington
$131M +$11.6M +10% 36
BFS
6048
Burr Financial Services
California
$131M 34
HFCII
6049
H&F Corporate Investors IX
California
$131M -$19.6M -13% 1
PTCG
6050
Pring Turner Capital Group
California
$131M +$11.4M +10% 66