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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
WWM
4251
WT Wealth Management
Arizona
$231M +$25.6M +12% 4.8% 66.6% 113 23.01%
WI
4252
Wahed Invest
New York
$231M +$38.5M +20% 14.8% 140% 249 9.24%
FCM
4253
Family Capital Management
Michigan
$231M +$79.5M +52% 6.28% 70.5% 82 19.51%
RW
4254
Regimen Wealth
Georgia
$231M +$81.8M +55% 3.64% 34.4% 74 40.54%
SC
4255
Schiavi & Co
Delaware
$231M +$73.5M +47% 3.93% 41.4% 22 18.18%
FFA
4256
Fairfield Financial Advisors
Massachusetts
$231M +$12.8M +6% 5.99% 342 15.2%
ST
4257
Somerset Trust
Pennsylvania
$231M -$7.77M -3% 2.6% 69.7% 152 7.89%
CWM
4258
Centric Wealth Management
Illinois
$230M +$33.2M +17% 9.98% 44.4% 115 21.74%
FHC
4259
Forest Hill Capital
Arkansas
$230M -$6.45M -3% 6.96% 112% 49 16.33%
CA
4260
Crumly & Associates
Illinois
$230M -$34.8M -13% 2.21% 55.2% 115 23.48%
SAS
4261
Stelac Advisory Services
New York
$230M +$9.31M +4% 7.69% 84.9% 157 8.28%
IBOK
4262
Independence Bank of Kentucky
Kentucky
$230M +$7.11M +3% 5.67% 80.6% 448 7.59%
AI
4263
ArchPoint Investors
Florida
$230M +$18.6M +9% 10.7% 111% 57 5.26%
MWAM
4264
Manhattan West Asset Management
California
$230M +$33.9M +17% 6.97% 65.6% 135 21.48%
CA
4265
Centerpoint Advisors
Massachusetts
$230M +$16.5M +8% 6.78% 74.2% 680 35.74%
TFA
4266
Triad Financial Advisors
North Carolina
$230M +$5.49M +2% 5.04% 115 19.13%
NI
4267
Noked Israel
Israel
$230M -$31.8M -12% 30.6% 265% 31 41.94%
JWM
4268
Jeppson Wealth Management
California
$230M -$8.1M -3% 6.39% 91.6% 210 7.14%
BF
4269
Blankinship & Foster
California
$230M -$403K -0.2% 7.07% 60.4% 55 5.45%
PP
4270
Prosperity Planning
Missouri
$230M +$27.2M +13% 4.3% 40.5% 90 21.11%
AAM
4271
Ameraudi Asset Management
New York
$229M -$2.9M -1% 4.54% 47.1% 64 17.19%
MMFA
4272
Main Management Fund Advisors
California
$229M +$70.8M +45% 10.4% 80% 9 22.22%
BIG
4273
Builder Investment Group
Georgia
$229M +$18.7M +9% 15.8% 153% 93 4.3%
SCA
4274
St. Clair Advisors
Ohio
$229M +$70.2M +44% 6.83% 64% 81 29.63%
PCM
4275
Passive Capital Management
Maryland
$229M +$9.41M +4% 3.24% 37.7% 53 1.89%