We are live on ! Find out more

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
AW
2951
Avion Wealth
Texas
$287M +$53.7M +23% 6.11% 36% 323 18.27%
OIA
2952
Optimum Investment Advisors
Illinois
$287M +$43.3M +18% 21.7% 125% 962 15.07%
TIS
2953
Tortoise Index Solutions
Kansas
$287M +$42.4M +17% 27.7% 52.2% 108 31.48%
SIM
2954
Strategic Investment Management
Virginia
$287M -$142M -33% 17.4% 53.3% 14 21.43%
TIM
2955
Total Investment Management
Arizona
$287M -$68.1M -19% 15.9% 29.5% 61 47.54%
LDFR
2956
Lehman & Derafelo Financial Resources
Pennsylvania
$286M +$46.1M +19% 12.3% 37.5% 268 31.34%
RWA
2957
Redhawk Wealth Advisors
Minnesota
$286M +$63.9M +29% 18.4% 111% 207 40.58%
CFFP
2958
Center for Financial Planning
Michigan
$286M -$9.4M -3% 18.4% 57.5% 617 29.01%
RC
2959
Rinet Company
Massachusetts
$286M +$19.9M +7% 19.5% 33.1% 27 7.41%
HWCM
2960
Hudson Way Capital Management
Texas
$286M +$70.2M +32% 23% 57.5% 20 25%
WIA
2961
World Investment Advisors
California
$286M +$70.6M +33% 17.9% 55.4% 190 39.47%
EML
2962
Eos Management LP
New York
$286M +$74.3M +35% 39.1% 151% 30 30%
GAM
2963
Gould Asset Management
California
$285M +$23M +9% 13.8% 37.6% 137 11.68%
FAM
2964
Flaharty Asset Management
Florida
$285M +$67.9M +31% 17.2% 33.4% 72 16.67%
AIS
2965
American Investment Services
Massachusetts
$284M +$23.6M +9% 16.9% 59.4% 140 7.86%
CCM
2966
Contrarian Capital Management
Connecticut
$284M +$93.5M +49% 39.3% 24.6% 11 36.36%
SAM
2967
Serengeti Asset Management
New York
$284M +$188M +196% 33.9% 14.9% 20 60%
SB
2968
Strategic Blueprint
Georgia
$284M +$112M +66% 19.3% 76.6% 185 40.54%
PWMG
2969
Prestige Wealth Management Group
New Jersey
$284M +$46.5M +20% 11.7% 50.3% 1,007 14.3%
GC
2970
Gibson Capital
Pennsylvania
$284M +$50.1M +21% 18% 49.4% 34 11.76%
RFM
2971
Royal Fund Management
Florida
$284M +$38.2M +16% 18.9% 92.4% 654 77.68%
FC
2972
Ferris Capital
Massachusetts
$283M +$56.4M +25% 24.3% 67% 169 18.93%
WAG
2973
Winthrop Advisory Group
Massachusetts
$283M +$33.1M +13% 19.4% 70.4% 97 13.4%
HI
2974
Human Investing
Oregon
$283M +$52.3M +23% 16.6% 52% 372 30.11%
WMG
2975
WESCAP Management Group
California
$283M +$43.6M +18% 14.5% 40.2% 92 13.04%