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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
PWMA
4501
Pension & Wealth Management Advisors
Massachusetts
$337M -$85.8K -0% 1.74% 44.7% 576 17.53%
FIM
4502
Freedom Investment Management
Connecticut
$337M -$6.97M -2% 1.25% 68.5% 122 17.21%
SIC
4503
Shoker Investment Counsel
Ohio
$337M -$4.42M -1% 5.43% 83.8% 114 7.02%
SC
4504
Schiavi & Co
Delaware
$337M +$25.6M +8% 2.64% 41.4% 51 15.69%
IWN
4505
Independent Wealth Network
Iowa
$337M +$9.31M +3% 1.66% 75.1% 350 31.71%
CFCI
4506
Comprehensive Financial Consultants Institutional
Indiana
$337M +$5.31M +2% 1.49% 70.2% 202 9.41%
TH
4507
Team Hewins
California
$337M +$26.2M +8% 4.55% 60.5% 42 7.14%
SG
4508
Standard General
New York
$336M -$222M -40% 37.8% 259% 3 33.33%
WWM
4509
WT Wealth Management
Arizona
$336M -$11.4M -3% 0.78% 66.6% 153 23.53%
LFP
4510
Leeward Financial Partners
Washington
$336M -$19.6M -5% 4.26% 83% 100 7%
S
4511
Sanofi
France
$336M +$25.5M +8% 2.95% 9 11.11%
HFS
4512
Haverford Financial Services
Pennsylvania
$336M -$21.2M -6% 1.64% 57.9% 49 8.16%
KA
4513
Kooman & Associates
Pennsylvania
$335M -$2.67M -0.8% 0.58% 59.9% 54 11.11%
HVP
4514
Hudson Value Partners
Florida
$335M -$740K -0.2% 2.02% 124% 114 16.67%
LI
4515
LifeWealth Investments
Florida
$335M +$19.3M +6% 1.62% 169 25.44%
PCM
4516
Passive Capital Management
Maryland
$335M +$15.1M +5% 0.17% 37.7% 109 18.35%
VWA
4517
VSM Wealth Advisory
Maryland
$335M +$1.87M +0.6% 1.3% 524 18.89%
RWI
4518
Red Wave Investments
Pennsylvania
$335M -$1.41M -0.4% 1.5% 58% 124 18.55%
PCS
4519
Private Client Services
Kentucky
$334M +$14.5M +5% 0.21% 231 26.41%
PFU
4520
Parus Finance (UK)
United Kingdom
$334M -$46M -12% 9.01% 199% 38 13.16%
HGA
4521
Hobbs Group Advisors
South Carolina
$334M +$3.01M +0.9% 1.03% 176 15.91%
BWM
4522
Baron Wealth Management
Michigan
$334M +$9.91M +3% 0.39% 86.8% 303 22.44%
MAM
4523
Montanaro Asset Management
United Kingdom
$334M -$24.5M -7% 0.28% 49.6% 48 27.08%
PHWM
4524
Pine Harbor Wealth Management
Maryland
$334M +$8M +2% 1.03% 112 14.29%
CA
4525
Claris Advisors
Missouri
$334M +$6.03M +2% 1.66% 65.7% 72 8.33%