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
PW
7226
PUREfi Wealth
Massachusetts
$131M +$633K +0.5% 186
FC
7227
Fjell Capital
North Dakota
$130M +$16.9M +15% 68
LF
7228
LifePlan Financial
Minnesota
$130M +$4.18M +3% 88
COFSG
7229
Carbahal Olsen Financial Services Group
California
$130M +$5.64M +5% 43
UOP
7230
University of Pittsburgh
Pennsylvania
$130M +$4.61M +4% 2
DFC
7231
DBK Financial Counsel
Ohio
$130M +$11.3M +9% 59
CPC
7232
CFC Planning Company
Indiana
$130M +$11M +9% 98
KCM
7233
Kids Capital Management
California
$130M +$3.37M +3% 14
VFP
7234
Vested Financial Planning
California
$130M +$6.57M +5% 30
EIM
7235
Emmett Investment Management
New York
$130M +$2.48M +2% 26
CAG
7236
Centerpoint Advisory Group
Kansas
$130M +$1.34M +1% 111
WT
7237
WHI Trust
Illinois
$130M 94
FLFS
7238
Family Legacy Financial Solutions
North Carolina
$130M -$912K -0.7% 257
AA
7239
Alpha Advisors
Virginia
$130M -$3.38M -3% 50
AFP
7240
ATX Financial Planning
Texas
$130M 87
SA
7241
Stolz & Associates
Washington
$130M 32
MFG
7242
Mustico Financial Group
New York
$130M +$31M +31% 45
CG
7243
Clifford Group
Massachusetts
$129M +$1.09M +0.9% 83
KF
7244
K2 Financial
California
$129M +$4.91M +4% 58
DM
7245
Diker Management
New York
$129M +$5.49M +4% 46
PCMU
7246
Paragon Capital Management (Utah)
Utah
$129M -$4.37M -3% 87
WCML
7247
WLTH Capital Management, LLC
Arizona
$129M 26
MFC
7248
Miramar Fiduciary Corp
Nevada
$129M +$1.77M +1% 5
WSA
7249
Warm Springs Advisors
California
$129M -$2.41M -2% 51
KFG
7250
Kropog Financial Group
Louisiana
$129M +$7.05M +6% 30