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
SFP
6126
Strategic Financial Planning
Texas
$139M +$5.02M +4% 36
MFFIA
6127
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$139M +$947K +0.7% 67
SIA
6128
Schear Investment Advisers
Ohio
$138M +$14M +11% 81
CL
6129
CRCM LP
California
$138M +$5.35M +4% 7
LAIC
6130
Lederer & Associates Investment Counsel
California
$138M -$5.68M -4% 90
BIA
6131
Benchmark Investment Advisors
Illinois
$138M +$11.4M +9% 98
SH
6132
SeaTown Holdings
Singapore
$138M -$19.9M -13% 22
MF
6133
Meridian Financial
Massachusetts
$138M +$4.07M +3% 125
VF
6134
VitalStone Financial
Texas
$138M +$7.06M +5% 611
LWA
6135
Lantern Wealth Advisors
New York
$138M -$4.41M -3% 139
CIA
6136
Cladis Investment Advisory
Montana
$138M +$1.6M +1% 147
RFA
6137
ROI Financial Advisors
Oregon
$138M +$10.6M +8% 66
KCM
6138
Kerusso Capital Management
North Carolina
$138M 54
KDIA
6139
KPCB DGF II Associates
California
$138M -$21.4M -13% 2
BWIA
6140
Bryant Woods Investment Advisors
New York
$137M -$32M -19% 48
MCM
6141
McDonough Capital Management
Florida
$137M +$10.7M +8% 46
TFP
6142
Traction Financial Partners
Wyoming
$137M +$9.3M +7% 57
BFM
6143
Broadview Financial Management
Wisconsin
$137M -$22.3K -0% 41
EWM
6144
Endowment Wealth Management
Wisconsin
$137M +$3.71M +3% 136
CJ
6145
Caitlin John
Michigan
$137M +$5.14M +4% 947
LTL
6146
Lowery Thomas LLC
California
$137M +$6.43M +5% 47
1M
6147
13D Management
New York
$137M -$26.7M -16% 31
GWM
6148
Greenhouse Wealth Management
Connecticut
$137M +$3.54M +3% 60
WAM
6149
WealthTrust Asset Management
Florida
$137M +$5.62M +4% 99
MSK
6150
Melissa S. Kampmann
$137M -$2.17M -2% 40