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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
PWM
4426
PRW Wealth Management
Massachusetts
$225M +$10.5M +5% 3.54% 42.3% 125 23.2%
FA
4427
Fountainhead AM
New Jersey
$225M -$4.92M -2% 4.56% 50% 83 14.46%
APWA
4428
Atlas Private Wealth Advisors
New Jersey
$225M +$8.97M +4% 3.05% 51.6% 153 20.92%
VIA
4429
Vickerman Investment Advisors
Washington
$225M -$22.5M -9% 2.9% 36.7% 84 14.29%
NIM
4430
Nicollet Investment Management
Minnesota
$225M -$23.5M -9% 3.22% 82% 67 13.43%
FFA
4431
Founders Financial Alliance
North Carolina
$225M -$23.5M -9% 2.09% 72.5% 493 12.98%
AWP
4432
Abacus Wealth Partners
California
$225M -$58M -20% 2.75% 46% 128 35.16%
IMA
4433
Investment Management Associates
Colorado
$225M +$4.76M +2% 3.23% 49.5% 53 18.87%
IFA
4434
Invus Financial Advisors
New York
$225M -$104M -32% 27.3% 29.5% 9 22.22%
HBWM
4435
Hollow Brook Wealth Management
New York
$225M +$29.6M +15% 3.62% 104% 90 27.78%
WTFG
4436
Wells Trecaso Financial Group
Ohio
$225M -$5.53M -2% 2.04% 108% 102 15.69%
IF
4437
Insight Folios
North Carolina
$224M +$11M +5% 8.68% 32.9% 149 26.17%
RIP
4438
Rhino Investment Partners
Pennsylvania
$224M +$13.1M +6% 1.26% 65.9% 51 35.29%
FCP
4439
Fosse Capital Partners
United Kingdom
$224M +$19.5M +10% 6.08% 68.6% 4 0%
CPWMP
4440
Cardinal Point Wealth Management Partners
California
$224M -$6.36M -3% 5.07% 55 18.18%
ICP
4441
ION Crossover Partners
Israel
$224M -$161M -42% 39.7% 4 0%
WA
4442
Wilshire Advisors
California
$224M -$37.1M -14% 5.14% 110% 15 40%
LA
4443
LFL Advisers
Illinois
$224M -$18.6M -8% 7.82% 63.5% 11 0%
VEA
4444
Virtus ETF Advisers
New York
$223M -$41.4M -16% 4.68% 122% 420 21.67%
SCP
4445
Silverleafe Capital Partners
Tennessee
$223M -$55.4M -20% 0.12% 82.8% 101 42.57%
AWM
4446
Accurate Wealth Management
Florida
$223M +$101M +82% 1.55% 93.2% 199 40.7%
ONPI
4447
Owls Nest Partners IA
Pennsylvania
$223M -$38.9M -15% 14.4% 94.2% 17 17.65%
GCGDR
4448
Geo Capital Gestora de Recursos
Brazil
$223M +$13.1M +6% 4.58% 30.7% 45 0%
CFG
4449
Cambridge Financial Group
Ohio
$223M -$31.7M -12% 2.61% 36 22.22%
TA
4450
TrueWealth Advisors
Alabama
$223M $0 0% 3.46% 58.5% 178 0%