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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
4201
Summit Wealth Group
Vermont
$247M +$243M +5,797% 3.5% 53% 270 71.48%
HWM
4202
Hemington Wealth Management
Virginia
$247M -$1.11M -0.4% 7.61% 76.1% 106 7.55%
IBOK
4203
Independence Bank of Kentucky
Kentucky
$247M +$16.7M +7% 5.81% 80.6% 529 22.5%
TWCM
4204
True Wind Capital Management
California
$247M +$46.5M +23% 25.4% 119% 3 0%
GWA
4205
GGM Wealth Advisors
Maryland
$247M +$71.5M +41% 5.3% 25.9% 142 58.45%
MGM
4206
Manchester Global Management
United Kingdom
$247M -$32.3M -12% 8.03% 156% 21 23.81%
CA
4207
Centerpoint Advisors
Massachusetts
$246M +$16.7M +7% 7.67% 74.2% 632 6.96%
MCP
4208
Martin Capital Partners
Oregon
$246M +$5.85M +2% 1.1% 35.2% 76 13.16%
AC
4209
Aristides Capital
Kentucky
$246M +$58.7M +31% 5.97% 126% 211 30.33%
EFMFI
4210
EnCap Flatrock Midstream Fund III
Texas
$245M 1.84% 1
HNW
4211
High Note Wealth
Minnesota
$245M +$2.8M +1% 6.31% 73% 97 9.28%
BHWM
4212
Bay Harbor Wealth Management
Maryland
$245M +$9.69M +4% 3.52% 47.9% 178 14.04%
MWM
4213
MorganRosel Wealth Management
Colorado
$245M +$10.8M +5% 4.53% 67.5% 107 30.84%
TFP
4214
Triune Financial Partners
Kansas
$245M +$19.3M +9% 4.16% 61.6% 32 12.5%
ACM
4215
AIGH Capital Management
Maryland
$245M -$26.3M -10% 13.5% 3,007% 62 38.71%
RFG
4216
RFP Financial Group
Georgia
$245M +$158M +182% 5.36% 53.2% 980 25.92%
PWAC
4217
Private Wealth Advisors (California)
California
$245M +$6.99M +3% 2.39% 63.6% 86 13.95%
E
4218
ETFidea
New York
$245M +$15.6M +7% 5.63% 22.7% 108 6.48%
VAG
4219
VisionPoint Advisory Group
Texas
$245M +$17.9M +8% 4.15% 74.2% 649 76.43%
ACM
4220
Arcataur Capital Management
Wisconsin
$244M 5.11% 60% 95
FCAM
4221
First Citizens Asset Management
North Carolina
$244M +$3.73M +2% 3.73% 44.2% 36 8.33%
FA
4222
FC Advisory
Pennsylvania
$244M +$18M +8% 4.27% 42.9% 94 7.45%
BSC
4223
Brown Shipley & Co
United Kingdom
$244M +$89.1M +57% 12.7% 101% 144 31.25%
BWA
4224
Bordeaux Wealth Advisors
California
$244M +$49.9M +26% 13.8% 141% 113 22.12%
SCM
4225
SG Capital Management
Illinois
$244M -$48.7M -17% 9.17% 250% 80 75%