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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
PWMG
3001
Prestige Wealth Management Group
New Jersey
$405M -$16.3M -4% 1,093
JE
3002
JMAC Enterprises
Pennsylvania
$405M +$643K +0.2% 176
HPIA
3003
Hamilton Point Investment Advisors
North Carolina
$405M -$13M -3% 143
JCP
3004
JB Capital Partners
New York
$405M -$61.7M -13% 77
CT
3005
Colonial Trust
South Carolina
$405M -$12.8M -3% 995
CFMC
3006
Curbstone Financial Management Corp
New Hampshire
$404M -$15.2M -4% 184
HT
3007
HAP Trading
New York
$404M +$49.7M +14% 792
FA
3008
Financial Advisors
Massachusetts
$404M -$15.7M -4% 80
IA
3009
Icon Advisers
Colorado
$404M +$10.1M +3% 178
SAM
3010
Smithbridge Asset Management
Pennsylvania
$403M -$23.5M -6% 147
SWA
3011
SOA Wealth Advisors
New York
$402M -$24.7M -6% 969
MWA
3012
Martel Wealth Advisors
Washington
$402M -$10.5M -3% 54
BWM
3013
Bulltick Wealth Management
Florida
$402M -$24.3M -6% 130
LWM
3014
Liberty Wealth Management
California
$402M -$2.98M -0.7% 198
P8IP
3015
Pier 88 Investment Partners
California
$401M -$2.34M -0.6% 104
CWC
3016
Carolinas Wealth Consulting
North Carolina
$401M -$103M -20% 1,144
GFG
3017
Greystone Financial Group
Michigan
$401M -$30.7M -7% 124
PWS
3018
Private Wealth Strategies
Ohio
$401M -$15.3M -4% 81
MFS
3019
McNamara Financial Services
Massachusetts
$401M -$15.8M -4% 67
MWA
3020
Meridian Wealth Advisors
Texas
$400M -$13.2M -3% 190
CA
3021
Claro Advisors
Massachusetts
$400M -$2.49M -0.6% 400
WSC
3022
Wellington Shields & Co
New York
$400M -$25.4M -6% 305
RDWM
3023
Red Door Wealth Management
Tennessee
$399M -$51M -11% 235
NOCM
3024
Night Owl Capital Management
Connecticut
$399M +$12.6M +3% 25
RWG
3025
Ratio Wealth Group
Colorado
$399M -$5.09M -1% 72