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
MS
7826
Monetary Solutions
Ohio
$102M 315
WWMP
7827
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$101M 114
OP
7828
Oath Planning
Oklahoma
$101M 68
RFW
7829
Redwood Family Wealth
Texas
$101M 104
KCM
7830
Kalehua Capital Management
Texas
$101M 19
TR
7831
Tepp RIA
New Jersey
$101M +$12.9M +15% 41
ICM
7832
Ionic Capital Management
New York
$101M +$11.2M +12% 165
KCM
7833
Key Capital Management
Tennessee
$101M 535
PWM
7834
Platt Wealth Management
California
$101M 44
VIS
7835
Vertex Investment Solutions
$101M 22
SPIG
7836
Silversmith Partners I GP
Massachusetts
$101M 1
IIM
7837
IFC & Insurance Marketing
California
$101M 759
BFP
7838
Birchwood Financial Partners
Minnesota
$101M 352
AFR
7839
Applied Fundamental Research
Massachusetts
$101M -$2.24M -2% 11
WAM
7840
Wernau Asset Management
Massachusetts
$101M +$4.04M +4% 46
MPEM
7841
Marathon Partners Equity Management
New York
$101M -$24.8M -20% 17
AIM
7842
Avanda Investment Management
Singapore
$101M -$26.5M -21% 31
AAL
7843
Advisory Advocates, LLC
Michigan
$101M 168
VWA
7844
Vistica Wealth Advisors
California
$100M 45
SPL
7845
Smart Portfolios LLC
Washington
$100M -$3.25M -3% 108
RTC
7846
Real Talk Capital
Tennessee
$100M +$7.36M +8% 104
PFA
7847
Providence Financial Advisors
Kansas
$100M -$4.57M -4% 57
TPM
7848
Totem Point Management
New York
$100M -$11.9M -11% 19
JMA
7849
J.M. Arbour
Maine
$100M 112
MBC
7850
Michael Brady & Co
Ohio
$100M 53