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
BFS
6101
Beacon Financial Strategies
North Carolina
$139M +$10.2M +8% 34
WHCI
6102
W.H. Cornerstone Investments
Massachusetts
$139M +$12.6M +10% 138
AC
6103
AIFG Consultants
New York
$139M +$7.3M +6% 46
SICM
6104
Sustainable Insight Capital Management
New York
$139M +$15.8M +13% 80
TIA
6105
Trust Investment Advisors
Indiana
$139M +$10.3M +8% 108
SVI
6106
Strategic Vision Investment
Hong Kong
$139M +$77.7M +128% 24
OW
6107
Olistico Wealth
Oklahoma
$139M +$10.5M +8% 108
MWM
6108
Melfa Wealth Management
Massachusetts
$139M +$32.3M +30% 195
EP
6109
Elkhorn Partners
Nebraska
$139M -$5.82M -4% 52
APS
6110
American Planning Services
Florida
$138M +$8.15M +6% 50
PWM
6111
Peterson Wealth Management
Nevada
$138M +$27.4M +25% 57
CAM
6112
Clio Asset Management
Virginia
$138M +$15.3M +12% 13
KIA
6113
KLR Investment Advisors
Rhode Island
$138M -$57.3K -0% 205
GAA
6114
Green Alpha Advisors
Colorado
$138M -$649K -0.5% 152
LFA
6115
Legend Financial Advisors
Pennsylvania
$138M +$13.6M +11% 197
MAM
6116
MWA Asset Management
Massachusetts
$138M +$16.9M +14% 126
DMC
6117
DSC Meridian Capital
New York
$138M -$4.2M -3% 12
CWM
6118
Cordatus Wealth Management
Pennsylvania
$138M +$17.1M +14% 66
ECP
6119
Epacria Capital Partners
Colorado
$138M +$13.1M +10% 56
OM
6120
OV Management
Minnesota
$138M +$16.7M +14% 63
CMTU
6121
Capital Markets Trading (UK)
United Kingdom
$138M +$2.43M +2% 120
ACM
6122
Arthedge Capital Management
New York
$138M +$2.64M +2% 12
WPWM
6123
Western Pacific Wealth Management
Illinois
$138M +$999K +0.7% 326
VF
6124
Vawter Financial
Ohio
$138M +$9.97M +8% 90
MAG
6125
Mayfair Advisory Group
Alabama
$138M +$20.3M +17% 145