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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
SFWA
3051
Summit Financial Wealth Advisors
Louisiana
$407M -$25.5M -6% 3.1% 61.5% 131 14.5%
VT
3052
Vise Technologies
New York
$407M -$6.14M -1% 1.54% 369 18.43%
SM
3053
Skaana Management
New York
$407M -$48.6M -11% 2.83% 168% 250 36.4%
HGWM
3054
Horst & Graben Wealth Management
Oregon
$407M -$12.7M -3% 4.32% 55.1% 143 15.38%
ES
3055
Eagle Strategies
New York
$406M -$5.07M -1% 3.37% 70.1% 189 11.11%
BL
3056
Bleichroeder LP
New York
$406M -$87M -18% 9.26% 197% 86 17.44%
PWMG
3057
Prestige Wealth Management Group
New Jersey
$406M -$16.5M -4% 3.82% 50.3% 1,099 8.28%
RP
3058
Rowlandmiller & Partners
Georgia
$405M -$17.8M -4% 2.54% 84% 184 7.07%
HPIA
3059
Hamilton Point Investment Advisors
North Carolina
$405M -$12.9M -3% 1.6% 79.3% 144 6.25%
NM
3060
Newtyn Management
New York
$405M -$18.1M -4% 5.2% 52% 51 19.61%
JE
3061
JMAC Enterprises
Pennsylvania
$405M +$643K +0.2% 2.29% 65% 176 11.36%
EPM
3062
Equitec Proprietary Markets
Illinois
$405M +$73.6M +22% 6.92% 527% 159 52.2%
JCP
3063
JB Capital Partners
New York
$405M -$61.7M -13% 0.2% 149% 77 1.3%
CT
3064
Colonial Trust
South Carolina
$405M -$12.8M -3% 2.28% 61.4% 993 9.77%
CFMC
3065
Curbstone Financial Management Corp
New Hampshire
$404M -$15.2M -4% 2.74% 63.3% 184 4.35%
FA
3066
Financial Advisors
Massachusetts
$404M -$15.7M -4% 3.24% 71.5% 80 10%
IA
3067
Icon Advisers
Colorado
$404M +$10.1M +3% 0.93% 86.9% 178 21.35%
SAM
3068
Smithbridge Asset Management
Pennsylvania
$403M -$23.5M -6% 2.74% 147 8.16%
SWA
3069
SOA Wealth Advisors
New York
$402M -$24.7M -6% 4.82% 79.1% 968 5.79%
MWA
3070
Martel Wealth Advisors
Washington
$402M -$10.5M -3% 3.34% 39.7% 54 7.41%
LWM
3071
Liberty Wealth Management
California
$402M -$2.98M -0.7% 4.45% 55.5% 198 15.66%
AC
3072
Annandale Capital
Texas
$401M +$55.4M +16% 0.51% 52.5% 153 21.57%
P8IP
3073
Pier 88 Investment Partners
California
$401M -$2.34M -0.6% 0.87% 27% 103 13.59%
CWC
3074
Carolinas Wealth Consulting
North Carolina
$401M -$103M -20% 3.02% 24.6% 1,143 18.55%
GFG
3075
Greystone Financial Group
Michigan
$401M -$30.7M -7% 2.9% 64.8% 124 30.65%