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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
SWG
3851
Summit Wealth Group
Vermont
$436M +$7.52M +2% 1.26% 53% 127 7.09%
MWC
3852
MBM Wealth Consultants
Missouri
$436M +$15.1M +4% 0.97% 52.6% 387 71.58%
SA
3853
Stewardship Advisors
Pennsylvania
$435M +$2.61M +0.6% 0.78% 42.6% 175 11.43%
TWP
3854
Tempus Wealth Planning
California
$435M -$1.25M -0.3% 0.97% 89.9% 297 16.5%
GPP
3855
Great Point Partners
Connecticut
$435M +$127M +41% 28.7% 554% 50 58%
IWM
3856
Integris Wealth Management
California
$435M -$4.32M -1% 1.04% 56.1% 128 8.59%
GDS
3857
Gimbel Daniel Scott
$435M +$153M +54% 54.5% 141% 2 0%
JWM
3858
JPL Wealth Management
Colorado
$435M +$24.2M +6% 0.16% 1,555 92.67%
DCPAL
3859
Div Capital Phoenix Assets Ltd
$434M +$39.4M +10% 7.86% 16 50%
OPA
3860
Old Port Advisors
Maine
$434M +$27M +7% 5.83% 106% 251 12.75%
CWA
3861
Cornerstone Wealth Advisors
Minnesota
$434M +$4.3M +1% 2.03% 42.6% 51 3.92%
WCM
3862
WealthBridge Capital Management
Ohio
$434M -$4.79M -1% 1.58% 82.1% 225 9.33%
PEA
3863
Park Edge Advisors
Ohio
$434M -$7.87M -2% 2.25% 53.7% 163 20.86%
FGP
3864
Foyston, Gordon, & Payne
Ontario, Canada
$434M -$25.4M -6% 7.37% 56.9% 70 21.43%
HCM
3865
Horiko Capital Management
New York
$434M -$20M -4% 2.59% 158% 20 15%
FPB
3866
First PREMIER Bank
South Dakota
$433M -$2.99M -0.7% 0.29% 54.4% 379 1.58%
GS
3867
Gagnon Securities
New York
$433M -$57.9M -12% 4.07% 129% 92 14.13%
IA
3868
Icon Advisers
Colorado
$433M -$29.8M -6% 8.59% 86.9% 198 34.34%
PAMS
3869
Pinpoint Asset Management (Singapore)
$433M -$47.4M -10% 5.35% 194 52.06%
SSWG
3870
Seven Springs Wealth Group
Tennessee
$432M +$82.4M +24% 0.84% 59.2% 88 13.64%
BI
3871
Ballast Inc
Kentucky
$432M +$5.12M +1% 0.6% 66% 137 5.84%
AR
3872
Apeiron RIA
Texas
$431M -$61.4M -12% 0.46% 63.7% 222 14.86%
MAM
3873
Mystic Asset Management
Rhode Island
$431M -$10.4M -2% 0.19% 86.7% 224 4.91%
RCWVOTCITCONY
3874
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
New York
$431M +$190M +79% 3.87% 2 0%
OA
3875
Operose Advisors
Wisconsin
$431M +$2.15M +0.5% 0.66% 53.3% 666 40.09%