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
PCMC
6126
Planning Capital Management Corporation
Pennsylvania
$128M 650
SFP
6127
Strategic Financial Planning
Texas
$128M +$19.3M +18% 35
ACA
6128
AYAL Capital Advisors
Ontario, Canada
$128M 34
VFG
6129
Valley Financial Group
Pennsylvania
$128M 56
SWG
6130
Summit Wealth Group
Vermont
$128M +$15.8M +14% 46
VF
6131
Vawter Financial
Ohio
$128M +$39.6M +45% 78
BC
6132
Birchview Capital
Vermont
$128M +$10.1M +9% 59
IFA
6133
Invus Financial Advisors
New York
$128M -$31.8M -20% 8
HP
6134
HealthInvest Partners
Sweden
$128M 45
BFP
6135
Beacon Financial Planning
Massachusetts
$128M +$12M +10% 36
IDBONY
6136
Israel Discount Bank of New York
New York
$128M +$7.28M +6% 88
WAG
6137
Wallace Advisory Group
California
$128M -$11.6M -8% 182
FFWA
6138
Forthright Family Wealth Advisory
Texas
$128M 53
BC
6139
Broadwater Capital
Massachusetts
$128M 227
KFA
6140
Kapstone Financial Advisors
Ohio
$128M +$16.5M +15% 102
LWA
6141
Lantern Wealth Advisors
New York
$128M 115
SCM
6142
Spring Capital Management
Texas
$127M +$8.59M +7% 29
MADR
6143
Milestones Administradora de Recursos
Brazil
$127M -$8.39M -6% 11
CWM
6144
Cadence Wealth Management
Massachusetts
$127M +$6.99M +6% 48
MIM
6145
Merrion Investment Management
New Jersey
$127M +$11.7M +10% 96
LFASL
6146
Lugano Financial Advisors SA (LFA)
Switzerland
$127M +$10.5M +9% 207
CIA
6147
Cladis Investment Advisory
Montana
$127M +$13.1M +11% 147
MF
6148
Meridian Financial
Massachusetts
$127M +$19.8M +18% 115
OR
6149
Olympiad Research
Connecticut
$127M +$25.1M +25% 466
NF
6150
Nvest Financial
New Hampshire
$127M +$20.1M +19% 70