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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
4WM
4051
44 Wealth Management
Oregon
$277M -$10.9M -4% 2.32% 191 17.28%
SCM
4052
Stonebridge Capital Management
California
$277M -$10.2M -4% 1.96% 101 2.97%
PEGL
4053
P/E Global LLC
Massachusetts
$277M 6.12% 40.8% 1
LWM
4054
Liberty Wealth Management
California
$277M -$2.03B -88% 2.74% 64.2% 185 60.54%
CWS
4055
Confluence Wealth Services
Pennsylvania
$277M -$33.1M -11% 0.15% 64.5% 1,303 81.96%
MC
4056
Meteora Capital
Florida
$277M 0.92% 56.9% 181
BHWM
4057
Beaird Harris Wealth Management
Texas
$277M +$3.07M +1% 0.34% 41.3% 777 29.99%
PAM
4058
PSquared Asset Management
Switzerland
$277M -$658M -70% 2.94% 178% 11 54.55%
FFA
4059
Fairfield Financial Advisors
Massachusetts
$277M 3.38% 312
CFS
4060
Cannon Financial Strategists
Georgia
$277M -$1.79M -0.6% 4.92% 52.4% 67 10.45%
WA
4061
Wealth Advisors
California
$277M -$11.6M -4% 4.78% 40% 79 26.58%
WA
4062
Winfield Associates
Ohio
$276M -$23.8M -8% 4.99% 77.8% 160 7.5%
UCI
4063
Uncommon Cents Investing
Wisconsin
$276M +$9.66M +4% 1.68% 83.8% 145 8.28%
RRWA
4064
Rainey & Randall Wealth Advisors
Florida
$276M +$32.8M +13% 4.58% 47.8% 58 17.24%
TFGT
4065
TS Financial Group (TSFG)
Illinois
$276M -$11.3M -4% 4.04% 72.9% 1,051 17.41%
SWM
4066
Selective Wealth Management
Virginia
$276M +$30.9M +13% 3.13% 62.6% 815 24.29%
KC
4067
Knuff & Co
California
$276M -$46.9M -15% 6.54% 85.8% 160 19.38%
2L
4068
22NW LP
Washington
$275M -$48M -15% 3.39% 138% 26 7.69%
AAM
4069
Ameraudi Asset Management
New York
$275M +$13.3M +5% 0.96% 47.1% 61 27.87%
SF
4070
Susquehanna Foundation
Pennsylvania
$275M -$113M -29% 10.4% 36.7% 5 0%
CWM
4071
Chesapeake Wealth Management
Virginia
$275M -$21.8M -7% 4.85% 65.9% 200 9.5%
HNWAG
4072
High Net Worth Advisory Group
Florida
$275M -$11.3M -4% 3.31% 67.7% 743 13.73%
HCM
4073
HM Capital Management
Missouri
$275M +$12.3M +5% 3.9% 29.6% 62 12.9%
EPCA
4074
Elizabeth Park Capital Advisors
Ohio
$275M +$15.1M +6% 2.66% 119% 56 16.07%
NC
4075
NovaPoint Capital
Georgia
$275M -$4.25M -2% 2.07% 88.2% 151 14.57%