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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
AFS
4126
Annapolis Financial Services
Maryland
$309M +$4.98M +2% 0.44% 15% 372 6.45%
HWM
4127
Heirloom Wealth Management
Colorado
$309M +$15M +5% 5.5% 70.6% 51 11.76%
SWMG
4128
Sanchez Wealth Management Group
Florida
$309M +$13.3M +5% 1.25% 56.9% 40 7.5%
TCM
4129
TruNorth Capital Management
Michigan
$308M +$18.1M +6% 0.51% 401 42.64%
MFGP
4130
Marshall Financial Group (Pennsylvania)
Pennsylvania
$308M +$4.81M +2% 0.88% 65.5% 59 15.25%
KC
4131
Knuff & Co
California
$308M +$10.6M +4% 5.47% 85.8% 133 7.52%
CWM
4132
Cedar Wealth Management
California
$308M +$4.03M +1% 1.71% 68.1% 356 18.54%
CPP
4133
Capasso Planning Partners
South Carolina
$308M +$66.5M +28% 2.18% 51.6% 153 35.95%
CFG
4134
Compton Financial Group
Maryland
$308M +$10.6M +4% 1.24% 37.7% 34 8.82%
SL
4135
Sentinus LLC
Illinois
$308M +$23.8M +8% 2.48% 195 18.97%
AIM
4136
Access Investment Management
Georgia
$308M +$4.97M +2% 4.81% 104 6.73%
PFS
4137
Physicians Financial Services
North Carolina
$307M +$23.5M +8% 7.21% 100% 110 8.18%
SBLIC
4138
Security Benefit Life Insurance Company
Kansas
$307M -$18.5M -6% 4.17% 60.6% 36 22.22%
WSC
4139
Wellington Shields & Co
New York
$307M +$8.68M +3% 3.37% 109% 322 11.18%
TA
4140
TFB Advisors
Kansas
$307M +$31.4M +11% 3.23% 80.4% 299 15.38%
BLC
4141
Brown, Lisle/Cummings
Rhode Island
$307M +$12.5M +4% 1.94% 72.2% 624 12.18%
SAI
4142
Savvy Advisors Inc
New York
$307M +$133M +77% 2.94% 312 32.37%
PCM
4143
Princeton Capital Management
New Jersey
$307M +$29.8M +11% 13.5% 180% 122 23.77%
TM
4144
Tikvah Management
North Carolina
$307M -$12.5M -4% 1.92% 169% 25 8%
EWM
4145
Essex Woodlands Management
Texas
$307M -$38.1M -11% 7.56% 55% 7 0%
PWM
4146
Prentice Wealth Management
New York
$306M +$18.5M +6% 1.37% 44.2% 107 1.87%
IWMA
4147
Ironwood Wealth Management (Arizona)
Arizona
$306M -$2.14M -0.7% 0.27% 31.1% 45 4.44%
CF
4148
Copperwynd Financial
Arizona
$306M +$28.3M +10% 3.29% 90% 155 15.48%
CCA
4149
Carrera Capital Advisors
Michigan
$306M 0.55% 85
AWM
4150
Atticus Wealth Management
Florida
$306M +$181K +0.1% 3.47% 63.8% 579 12.61%