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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
WAS
3776
Winch Advisory Services
Wisconsin
$362M +$11.9M +3% 498
MCM
3777
Monument Capital Management
Virginia
$362M +$21.7M +6% 214
KWS
3778
Keystone Wealth Services
California
$362M +$40.2M +12% 261
PEGL
3779
P/E Global LLC
Massachusetts
$361M -$6.72M -2% 3
EGA
3780
E&G Advisors
Texas
$361M +$21.2M +6% 222
MC
3781
Meteora Capital
Florida
$361M -$177M -33% 304
OPA
3782
Old Port Advisors
Maine
$360M +$25.1M +8% 241
AA
3783
Addison Advisors
Vermont
$360M +$50.1M +16% 867
MFS
3784
Madrona Financial Services
Washington
$360M +$34.3M +11% 115
CWA
3785
Cornerstone Wealth Advisors
Minnesota
$360M +$25.6M +8% 50
WWP
3786
WR Wealth Planners
Missouri
$360M +$31.7M +10% 1,223
FFA
3787
Founders Financial Alliance
North Carolina
$359M +$22M +7% 600
LC
3788
Landaas & Company
Wisconsin
$359M +$31M +9% 92
HC
3789
Hourglass Capital
Texas
$359M +$22.7M +7% 108
GFWA
3790
Grey Fox Wealth Advisors
Delaware
$359M +$74.5M +26% 161
STAS
3791
Strong Tower Advisory Services
Minnesota
$359M +$54.1M +18% 107
S
3792
SimplyRich
California
$359M +$42.7M +14% 229
RCP
3793
Rothschild Capital Partners
New York
$359M +$8.54M +2% 49
HNWAG
3794
High Net Worth Advisory Group
Florida
$359M +$28.6M +9% 230
PDL
3795
Portfolio Design Labs
California
$358M +$34.3M +11% 147
IWM
3796
Integris Wealth Management
California
$358M +$11.8M +3% 106
ZEP
3797
Zeno Equity Partners
United Kingdom
$358M -$14.7M -4% 17
DC
3798
DeDora Capital
California
$358M +$32.4M +10% 111
GL
3799
Globe Life
Texas
$357M +$26.2M +8% 2
TCCM
3800
Timber Creek Capital Management
Massachusetts
$357M +$25.9M +8% 144