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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
SEEDPG
4351
S.E.E.D. Planning Group
New York
$235M +$4.07M +2% 3.48% 50.4% 102 17.65%
QI
4352
Qualcomm Inc
California
$234M -$293M -56% 32.4% 13 7.69%
RFWA
4353
RPg Family Wealth Advisory
Massachusetts
$234M -$18.6M -7% 2.83% 90.4% 361 26.87%
PCM
4354
Pennsylvania Capital Management
Pennsylvania
$234M -$57.9M -20% 4.76% 70.6% 114 30.7%
UWM
4355
USAdvisors Wealth Management
Minnesota
$234M -$11.3M -5% 4.78% 55% 149 28.86%
ACM
4356
Axar Capital Management
New York
$234M +$29.7M +14% 14.5% 680% 3 0%
DFA
4357
Delta Financial Advisors
Louisiana
$234M -$11.1M -5% 2.9% 80.5% 122 5.74%
EAM
4358
Exos Asset Management
New York
$234M +$39.2M +20% 0.66% 412 32.77%
KIC
4359
Keating Investment Counselors
Florida
$233M +$7.46M +3% 6.56% 43.7% 63 6.35%
FDS
4360
Freedom Day Solutions
Texas
$233M -$14.8M -6% 4.57% 84.6% 128 11.72%
BO
4361
Bank OZK
Arkansas
$233M -$12M -5% 1.56% 81.7% 131 6.87%
WFA
4362
Wade Financial Advisory
California
$233M +$40.8M +21% 5.52% 15.9% 83 21.69%
SAM
4363
Security Asset Management
New York
$233M -$24.5M -10% 7.34% 67.4% 88 11.36%
GCM
4364
G2 Capital Management
Ohio
$233M -$35.6M -13% 4.24% 41.1% 97 51.55%
LCWP
4365
Legacy Capital Wealth Partners
Arkansas
$233M -$9.5M -4% 4.13% 55.4% 63 53.97%
SFC
4366
SYM Financial Corp
Indiana
$233M -$24.4M -10% 4.52% 43.3% 120 18.33%
EP
4367
Equius Partners
California
$232M -$5.29M -2% 1.92% 21 38.1%
GWANC
4368
Guardian Wealth Advisors (North Carolina)
North Carolina
$232M -$759K -0.3% 3.31% 47.5% 289 28.03%
CIEP
4369
Constellation Investimentos e Participacoes
Brazil
$232M -$35.8M -13% 3.21% 172% 10 50%
E
4370
ETFidea
New York
$232M -$17M -7% 5.57% 22.7% 115 11.3%
PFA
4371
Professional Financial Advisors
Nebraska
$232M +$338K +0.1% 4.71% 52.8% 533 16.7%
BCIM
4372
Bishop & Co Investment Management
Pennsylvania
$232M -$10.2M -4% 6.23% 47.6% 23 8.7%
QPW
4373
Quantum Private Wealth
Florida
$232M -$32.2M -12% 8.49% 219% 215 12.56%
PFSC
4374
Peoples Financial Services Corp
Pennsylvania
$231M -$25.9M -10% 1.27% 93% 290 6.9%
SA
4375
SAM Advisors
California
$231M +$12.1M +6% 4.72% 47.9% 37 32.43%