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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
AWM
4326
AllSquare Wealth Management
New York
$133M +$17.8M +15% 15.1% 62.4% 508 13.39%
HCM
4327
Horton Capital Management
Pennsylvania
$133M +$27M +26% 23.1% 8 12.5%
JWS
4328
Juncture Wealth Strategies
Arizona
$133M +$24.1M +22% 17.1% 71.5% 107 25.23%
T
4329
TrueFG
Texas
$132M +$21.9M +20% 16.2% 51.4% 31 9.68%
MWM
4330
Maltin Wealth Management
New Jersey
$132M +$14.8M +13% 16.8% 51.9% 93 27.96%
CJA
4331
C-J Advisory
California
$132M +$21.6M +19% 18.2% 39.2% 31 9.68%
MAM
4332
Marketfield Asset Management
New York
$132M +$16.2M +14% 29.8% 61.5% 40 12.5%
LWPC
4333
Legacy Wealth Partners (California)
California
$132M +$24.9M +23% 21.4% 115 46.96%
FA
4334
Financial Advantage
Maryland
$132M +$17.8M +16% 17.1% 24.3% 169 39.64%
SFG
4335
Sowa Financial Group
Rhode Island
$132M +$18.5M +16% 16.9% 69.9% 365 6.85%
PCMC
4336
Private Capital Management (Colorado)
Colorado
$132M +$22.5M +21% 21.6% 20% 106 25.47%
BPM
4337
Bronson Point Management
Connecticut
$132M +$74.8M +130% 25.7% 7.56% 43 67.44%
SAM
4338
Sequent Asset Management
Texas
$132M +$9.65M +8% 12.8% 51.3% 63 7.94%
WU
4339
Wealthsimple US
New York
$131M +$17.6M +15% 12.1% 35 25.71%
DR
4340
Davis Rea
Ontario, Canada
$131M +$27.8M +27% 20.7% 50% 49 10.2%
JCM
4341
Jacobsen Capital Management
Utah
$131M 19.8% 67.2% 57
LWMM
4342
Legacy Wealth Management (Mississippi)
Mississippi
$131M +$23.6M +22% 21.3% 89.1% 99 9.09%
ISSM
4343
Invesco Senior Secured Management
New York
$131M -$44.6M -25% 25.7% 18.1% 21 4.76%
VAM
4344
Velanne Asset Management
United Kingdom
$131M +$21.5M +20% 20.4% 29.6% 22 13.64%
BFP
4345
Briaud Financial Planning
Texas
$131M +$61.3M +88% 10.4% 81.6% 20 30%
SWMG
4346
Signature Wealth Management Group
Georgia
$131M +$17.1M +15% 14% 75 18.67%
AA
4347
Argent Advisors
Louisiana
$131M +$30.9M +31% 15.4% 51.7% 146 32.88%
HBWM
4348
Hollow Brook Wealth Management
New York
$131M +$23.7M +22% 24.4% 104% 45 17.78%
SA
4349
Sycale Advisors
New York
$131M -$4.04M -3% 22.3% 16% 19 36.84%
ACM
4350
Asymmetry Capital Management
California
$131M +$39.1M +43% 28.3% 300% 43 58.14%