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
ASFA
6326
All Season Financial Advisors
Colorado
$118M +$18.8M +19% 115
TDC
6327
Thompson Davis & Co
Virginia
$118M +$36.7M +45% 143
CCM
6328
Candelo Capital Management
New York
$118M 26
WFP
6329
Wrenne Financial Planning
Kentucky
$117M 26
LFGH
6330
Lee Financial Group Hawaii
Hawaii
$117M +$8.48M +8% 32
MAG
6331
Mayfair Advisory Group
Alabama
$117M +$13.8M +13% 140
PM
6332
Plustick Management
Virginia
$117M -$9.77M -8% 23
BFP
6333
Briaud Financial Planning
Texas
$117M -$6.17M -5% 178
MGWA
6334
Monument Group Wealth Advisors
Massachusetts
$117M 43
WWC
6335
Waypoint Wealth Counsel
Georgia
$117M +$11.2M +11% 100
KA
6336
Kearns & Associates
California
$117M +$11.2M +11% 45
AHL
6337
Abel Hall LLC
Louisiana
$117M 122
DJFS
6338
Dean Jacobson Financial Services
Texas
$117M +$8.89M +8% 15
SA
6339
SFI Advisors
New Jersey
$117M +$14.8M +14% 110
PCM
6340
Perkins Capital Management
Minnesota
$117M +$16.2M +16% 101
EWS
6341
Evergreen Wealth Solutions
Pennsylvania
$117M +$17.9M +18% 115
OCA
6342
Otter Creek Advisors
Florida
$117M +$20.8M +22% 58
WCM
6343
Washington Capital Management
Washington
$117M +$7.99M +7% 117
MSK
6344
Melissa S. Kampmann
$117M +$13.1M +13% 40
MWM
6345
Magnolia Wealth Management
Alabama
$117M +$9.2M +9% 12
PWAM
6346
Pinnacle West Asset Management
Wyoming
$117M +$14.6M +14% 100
ZC
6347
Zeit Capital
Colorado
$117M +$8.77M +8% 30
SSCM
6348
Spectrum Strategic Capital Management
Oregon
$117M 24
LTL
6349
Lowery Thomas LLC
California
$116M +$11.9M +11% 49
EH
6350
EMG Holdings
Connecticut
$116M -$12.9M -10% 70