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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
GA
3501
GoalVest Advisory
New York
$512M -$10.1M -2% 1.84% 86.8% 557 28.01%
CMA
3502
Cedar Mountain Advisors
Oregon
$511M -$7.02M -1% 1.81% 53.8% 1,217 43.14%
MWAM
3503
Manhattan West Asset Management
California
$511M +$22.6M +5% 2.73% 65.6% 155 12.9%
AFG
3504
ABLE Financial Group
Arizona
$511M +$18.8M +4% 1.66% 57.8% 231 19.91%
CTAF
3505
Call To Action Foundation
Utah
$511M -$23.6M -4% 4.72% 1 0%
BWP
3506
Bernardo Wealth Planning
Pennsylvania
$511M -$13.9M -3% 2.59% 50.7% 136 11.76%
HIM
3507
HughesLittle Investment Management
$511M -$92.9M -15% 8.32% 106% 14 0%
NIEF
3508
Nalanda India Equity Fund
Mauritius
$510M -$131M -20% 20.4% 30.2% 1 0%
JF
3509
JSF Financial
California
$510M +$27.6M +6% 1.96% 79% 139 14.39%
B
3510
BetterWealth
California
$510M +$71.2M +16% 0.27% 55.7% 86 19.77%
PP
3511
Paloma Partners
Connecticut
$510M -$39.6M -7% 3.19% 322% 83 61.45%
PWMG
3512
Prestige Wealth Management Group
New Jersey
$509M -$14.8M -3% 1.3% 50.3% 1,182 19.63%
HNW
3513
High Note Wealth
Minnesota
$509M -$1.88M -0.4% 1.88% 73% 1,012 17.09%
HPC
3514
Hobart Private Capital
North Carolina
$509M -$3.71M -0.7% 1.64% 52.5% 146 21.23%
MCA
3515
Magnolia Capital Advisors
Mississippi
$509M +$33M +7% 0.39% 64.9% 306 20.59%
MC
3516
Machina Capital
France
$508M -$15.5M -3% 0.67% 34.8% 471 52.65%
WDG
3517
Wealth Dimensions Group
Ohio
$508M +$4.35M +0.9% 0.19% 57.1% 179 10.06%
MWA
3518
MFA Wealth Advisors
Pennsylvania
$508M +$35M +7% 1.49% 64.7% 94 17.02%
OWP
3519
ORG Wealth Partners
Texas
$508M +$82.5M +19% 2.87% 716 18.44%
BC
3520
Bricktown Capital
Michigan
$508M -$86.1M -15% 2.61% 40.8% 32 21.88%
MCM
3521
Maltese Capital Management
New York
$508M -$55.6M -10% 0.82% 85.5% 116 18.1%
WMG
3522
WESCAP Management Group
California
$508M +$14.2M +3% 2.5% 45.7% 108 3.7%
BA
3523
BCM Advisors
Louisiana
$507M -$15M -3% 2.8% 59.3% 79 8.86%
RFG
3524
REAP Financial Group
Texas
$507M +$14.4M +3% 0.08% 595 18.15%
SOAMC
3525
Spirit of America Management Corp
New York
$507M +$35M +7% 12.3% 110% 312 3.21%