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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
MWPCG
4326
Measured Wealth Private Client Group
New Hampshire
$378M +$7.03M +2% 4.34% 84.3% 784 18.62%
FFS
4327
Fischer Financial Services
Pennsylvania
$378M +$6.53M +2% 3.17% 65 4.62%
NAH
4328
Neumann Advisory (HK)
Hong Kong
$378M -$15.6M -4% 3.92% 88.4% 8 12.5%
RGC
4329
Rubicon Global Capital
United Kingdom
$377M -$74.9M -17% 13.6% 11 9.09%
SPM
4330
Symmetry Peak Management
Pennsylvania
$377M -$87.8M -19% 18.5% 320% 167 87.43%
LWA
4331
Lifelong Wealth Advisors
Minnesota
$377M +$41M +12% 1.45% 95 16.84%
BWM
4332
Buckley Wealth Management
Nevada
$377M +$11.9M +3% 4.94% 88% 108 10.19%
SA
4333
Sicart Associates
New York
$377M +$7.8M +2% 10.5% 99.1% 76 3.95%
SCMS
4334
Serenity Capital Management (Singapore)
Singapore
$377M -$17.3M -4% 5% 21% 11 45.45%
RC
4335
Rovin Capital
Arizona
$377M +$15.5M +4% 1.46% 63.8% 209 14.35%
CFG
4336
Carr Financial Group
Massachusetts
$376M +$12M +3% 3.41% 66.1% 209 20.57%
PWM
4337
Platform Wealth Management
Utah
$376M 6.25% 60
SIM
4338
SW Investment Management
Colorado
$376M -$90.9M -19% 0.92% 143% 8 12.5%
KI
4339
Keewaydin Investments
New York
$376M 2.4% 16
EC
4340
EdgeRock Capital
Colorado
$376M +$16.6M +5% 2.12% 71.3% 134 13.43%
PC
4341
Packer & Co
Australia
$376M +$13.7M +4% 6.9% 10 30%
RGC
4342
Roberts, Glore & Co
Illinois
$375M +$9.64M +3% 4.03% 72.3% 231 9.52%
PM
4343
Phraction Management
Connecticut
$375M +$28.8M +8% 6.43% 89.7% 73 17.81%
SFG
4344
Snider Financial Group
Washington
$375M +$8.63M +2% 2.87% 73.7% 121 15.7%
PA
4345
Prism Advisors
California
$375M +$5.02M +1% 1.97% 49.9% 79 8.86%
WC
4346
Winmill & Co
New Hampshire
$375M -$37.5M -9% 5.84% 146% 60 15%
PWP
4347
Prasad Wealth Partners
Ohio
$375M +$16.1M +4% 2.75% 153 13.73%
DAS
4348
Daybright Advisory Services
Florida
$375M 2.56% 133
NRC
4349
New Republic Capital
North Carolina
$375M +$48.4M +15% 4.36% 91.4% 392 38.52%
LWMM
4350
Legacy Wealth Management (Mississippi)
Mississippi
$375M +$42.3M +13% 2.82% 89.1% 102 9.8%