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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
SWMG
3776
Sanchez Wealth Management Group
Florida
$415M +$46.5M +13% 8.82% 56.9% 49 6.12%
AWM
3777
Activest Wealth Management
Florida
$415M +$41.9M +11% 10.4% 105% 1,214 27.84%
YRHAM
3778
Yong Rong (HK) Asset Management
Hong Kong
$415M -$15.3M -4% 39.4% 2,310% 34 70.59%
KWS
3779
Keystone Wealth Services
California
$415M +$45.3M +12% 10.1% 80.1% 294 13.61%
RAA
3780
RWC Asset Advisors
Florida
$415M -$134M -24% 5.33% 268% 20 25%
IIM
3781
Ipswich Investment Management
Massachusetts
$414M +$11.5M +3% 8.15% 92.8% 195 9.74%
AFG
3782
ABLE Financial Group
Arizona
$414M +$57.7M +16% 6.75% 57.8% 223 20.63%
NL
3783
NVWM LLC
Pennsylvania
$414M +$37.7M +10% 14.6% 107% 732 16.39%
LOM
3784
LTS One Management
New York
$414M +$79.1M +24% 19.1% 67.9% 27 51.85%
HWM
3785
HFR Wealth Management
New York
$414M +$3.11M +0.8% 4.64% 47.5% 55 10.91%
WFPG
3786
Waller Financial Planning Group
Ohio
$414M +$57.7M +16% 6.19% 40.9% 75 9.33%
MAM
3787
Mystic Asset Management
Rhode Island
$414M +$34.4M +9% 11.7% 102% 229 5.24%
EPA
3788
Element Pointe Advisors
Florida
$413M +$2.05M +0.5% 10.1% 68.3% 72 13.89%
ATS
3789
Ashton Thomas Securities
New York
$413M +$52.7M +15% 10.9% 292 13.01%
FPB
3790
First PREMIER Bank
South Dakota
$413M +$19M +5% 5.04% 54.4% 414 8.7%
PCR
3791
Potrero Capital Research
California
$413M +$209M +103% 26.6% 226% 34 61.76%
RSS
3792
Rosenblum Silverman Sutton
California
$413M +$49.6M +14% 16.8% 90.1% 78 5.13%
DI
3793
DKRT Investments
$412M 10.6% 43
FTA
3794
Financial & Tax Architects
Missouri
$412M +$13.3M +3% 3.8% 46.1% 116 32.76%
TLP
3795
Trinity Legacy Partners
Texas
$412M +$16.4M +4% 5.44% 63.3% 98 7.14%
WWP
3796
Waypoint Wealth Partners
California
$411M +$49.7M +14% 10.7% 52.1% 81 19.75%
BEP
3797
Bluescape Energy Partners
Texas
$411M -$21.6M -5% 7.34% 57.9% 6 0%
PCM
3798
Ping Capital Management
New York
$411M +$141M +52% 2.95% 100 42%
EA
3799
Ellsworth Advisors
Ohio
$411M +$29.7M +8% 9.81% 123% 200 38%
CA
3800
Crumly & Associates
Illinois
$411M +$48.7M +13% 9.17% 55.2% 185 23.78%