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
KFS
6551
Keynote Financial Services
Connecticut
$149M +$8.7M +6% 165
IPGDR
6552
Investidor Profissional Gestao de Recursos
Brazil
$149M +$45.3M +44% 26
IAIM
6553
Industrial Alliance Investment Management
Quebec, Canada
$149M +$23.3M +19% 6
SI
6554
Stonekeep Investments
New Mexico
$149M +$12.9M +10% 65
PDN
6555
Pensionfund DSM Netherlands
Netherlands
$148M -$2.82M -2% 71
KAM
6556
Kopion Asset Management
Texas
$148M +$19.8M +15% 21
BFP
6557
Brewster Financial Planning
New York
$148M +$12.9M +10% 26
CCG
6558
Catalina Capital Group
California
$148M -$1.69M -1% 205
CWP
6559
Clark Wealth Partners
Illinois
$148M +$13.3M +10% 644
TMWM
6560
Taylor & Morgan Wealth Management
Michigan
$148M +$15.5M +12% 73
MCWA
6561
Meadow Creek Wealth Advisors
Georgia
$148M +$14.1M +11% 147
RHAM
6562
Round Hill Asset Management
California
$148M +$9.03M +6% 64
4WM
6563
4J Wealth Management
Virginia
$148M +$21.2M +17% 96
FFP
6564
Forbes Financial Planning
Rhode Island
$148M +$13M +10% 37
EFG
6565
Erickson Financial Group
Pennsylvania
$148M +$14M +10% 27
RFN
6566
Redwood Financial Network
Ohio
$148M +$16.7M +13% 174
JHC
6567
J. Hagan Capital
Kentucky
$148M +$25M +20% 86
IJWM
6568
Inman Jager Wealth Management
Mississippi
$148M +$14.4M +11% 84
DIS
6569
Diversified Investment Strategies
Louisiana
$148M +$647K +0.4% 55
LWM
6570
LeConte Wealth Management
Tennessee
$148M -$9.15M -6% 105
PS
6571
Pinney & Scofield
Massachusetts
$148M +$9.6M +7% 222
MSWA
6572
Marshall & Sterling Wealth Advisors
New York
$148M +$588K +0.4% 693
CCA
6573
Coign Capital Advisors
Utah
$148M +$17.7M +14% 79
AWIRL
6574
Al Warda Investments RSC Ltd
$148M 1
WWWM
6575
White Wing Wealth Management
Texas
$148M +$19.2M +15% 32