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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
CSIA
3526
Conrad Siegel Investment Advisors
Pennsylvania
$527M +$50.9M +11% 2.08% 58.4% 65 21.54%
MFS
3527
McNamara Financial Services
Massachusetts
$527M -$10.8M -2% 1.72% 42.6% 103 9.71%
RCM
3528
Requisite Capital Management
Texas
$527M -$68.6M -12% 0.87% 41% 389 74.81%
TCM
3529
TruNorth Capital Management
Michigan
$527M +$21.3M +4% 1.45% 414 72.71%
VWS
3530
Virtus Wealth Solutions
New Jersey
$527M +$7.17M +1% 9.71% 65 43.08%
ATS
3531
Ashton Thomas Securities
New York
$527M -$190M -26% 1.54% 423 34.52%
CFP
3532
Curran Financial Partners
South Carolina
$527M +$21.2M +4% 0.18% 49.4% 139 14.39%
CC
3533
Conversant Capital
New Jersey
$526M -$63.5M -11% 7.8% 228% 15 46.67%
WFA
3534
WestHill Financial Advisors
California
$526M +$16.2M +3% 2.76% 55.9% 83 8.43%
WW
3535
Waterfront Wealth
Kansas
$526M +$38M +8% 3.8% 71.8% 281 7.47%
WPP
3536
Whalerock Point Partners
Rhode Island
$526M +$33.2M +7% 3.95% 103% 206 16.5%
HW
3537
Hamilton Wealth
California
$526M +$46.3M +10% 5.74% 108% 135 30.37%
CA
3538
Cambridge Advisors
Nebraska
$525M +$13.6M +3% 1.54% 52.9% 179 7.26%
SL
3539
Systelligence LLC
Minnesota
$525M -$1.97M -0.4% 2.29% 57.3% 67 43.28%
MA
3540
MYDA Advisors
New York
$525M +$62M +13% 2.81% 232% 238 75.21%
FWM
3541
FFT Wealth Management
Pennsylvania
$525M -$19.6M -4% 2.47% 65.6% 92 11.96%
BWP
3542
Bernardo Wealth Planning
Pennsylvania
$525M +$14.7M +3% 1.74% 50.7% 133 9.02%
OIS
3543
Okabena Investment Services
Minnesota
$524M +$9.64M +2% 4.45% 72.4% 154 17.53%
HBCM
3544
Heron Bay Capital Management
Michigan
$524M -$11.5M -2% 1.85% 58.9% 127 25.98%
PWMG
3545
Prestige Wealth Management Group
New Jersey
$524M +$5.86M +1% 2.08% 55.8% 1,039 7.03%
MC
3546
Machina Capital
France
$524M -$44.5M -8% 0.65% 34.8% 432 48.38%
TI
3547
TrueMark Investments
Illinois
$523M -$51.9M -9% 1.54% 301 55.81%
MKA
3548
M. Kulyk & Associates
Georgia
$523M +$31.1M +6% 4.02% 63.3% 114 14.91%
DAC
3549
Dividend Assets Capital
South Carolina
$523M -$47.1M -8% 0.69% 67.4% 146 6.85%
JE
3550
JMAC Enterprises
Pennsylvania
$523M +$17.6M +3% 2.12% 65% 125 6.4%