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
FHWM
6076
Fox Hill Wealth Management
Massachusetts
$130M 138
APS
6077
American Planning Services
Florida
$130M -$20.1M -13% 49
RCF
6078
Rainwater Charitable Foundation
Texas
$130M +$9.4M +8% 6
DC
6079
Darrow Company
Massachusetts
$130M +$16.1M +14% 40
VBWMG
6080
Von Berge Wealth Management Group
California
$130M +$13.1M +11% 70
JPC
6081
Jabodon PT Co
Nevada
$130M +$67.8M +109% 4
CIM
6082
Caldwell Investment Management
Ontario, Canada
$130M +$27.3M +27% 38
EA
6083
Echo45 Advisors
California
$130M +$12M +10% 48
CCG
6084
Catalina Capital Group
California
$130M 174
FPW
6085
Flagship Private Wealth
Massachusetts
$130M +$16.3M +14% 83
PWA
6086
Pillar Wealth Advisors
Pennsylvania
$130M +$14.3M +12% 72
PPA
6087
Painted Porch Advisors
California
$130M 49
PMAM
6088
Penn Mutual Asset Management
Pennsylvania
$130M +$23.1M +22% 92
BFM
6089
Broadview Financial Management
Wisconsin
$130M +$21.5M +20% 40
ALWM
6090
Andrews Lucia Wealth Management
California
$130M +$13.3M +11% 29
WWM
6091
Westwood Wealth Management
California
$130M +$1.84M +1% 38
FWP
6092
Family Wealth Partners
North Carolina
$130M 40
FRA
6093
FFG Retirement Advisors
Colorado
$129M +$8.89M +7% 47
APC
6094
Asset Planning Corporation
Tennessee
$129M -$537K -0.4% 43
FHC
6095
Fort Henry Capital
West Virginia
$129M +$12.4M +11% 15
KFP
6096
Keener Financial Planning
Texas
$129M 185
LAM
6097
LifePro Asset Management
California
$129M +$8.03M +7% 121
MWVC
6098
Morgens Waterfall Vintiadis & Co
New York
$129M +$5.81M +5% 33
PJWM
6099
Philip James Wealth Mangement
Georgia
$129M 74
MFG
6100
Mainsail Financial Group
Washington
$129M +$18.8M +17% 52