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
DFC
7326
DBK Financial Counsel
Ohio
$130M +$11.3M +9% 59
CPC
7327
CFC Planning Company
Indiana
$130M +$11M +9% 98
KCM
7328
Kids Capital Management
California
$130M +$3.37M +3% 14
VFP
7329
Vested Financial Planning
California
$130M +$6.57M +5% 30
DAC
7330
Dutch Asset Corp
New York
$130M 85
EIM
7331
Emmett Investment Management
New York
$130M +$2.48M +2% 26
CAG
7332
Centerpoint Advisory Group
Kansas
$130M +$1.34M +1% 111
WT
7333
WHI Trust
Illinois
$130M 94
FLFS
7334
Family Legacy Financial Solutions
North Carolina
$130M -$912K -0.7% 257
AA
7335
Alpha Advisors
Virginia
$130M -$3.38M -3% 50
CIP
7336
Castlefield Investment Partners
$130M 36
AFP
7337
ATX Financial Planning
Texas
$130M 87
SA
7338
Stolz & Associates
Washington
$130M 32
MFG
7339
Mustico Financial Group
New York
$130M +$31M +31% 45
CG
7340
Clifford Group
Massachusetts
$129M +$1.09M +0.9% 83
KF
7341
K2 Financial
California
$129M +$4.91M +4% 58
DM
7342
Diker Management
New York
$129M +$5.49M +4% 46
PCMU
7343
Paragon Capital Management (Utah)
Utah
$129M -$4.37M -3% 87
WCM
7344
WLTH Capital Management
Arizona
$129M 26
MFC
7345
Miramar Fiduciary Corp
Nevada
$129M +$1.77M +1% 5
WSA
7346
Warm Springs Advisors
California
$129M -$2.41M -2% 51
KFG
7347
Kropog Financial Group
Louisiana
$129M +$7.05M +6% 30
CF
7348
Concorde Financial
Texas
$129M -$51.4M -28% 37
CPA
7349
Clear Point Advisors
New York
$129M +$143K +0.1% 125
FB
7350
Finward Bancorp
Indiana
$129M -$2.84M -2% 111