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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
FFG
4701
Fortem Financial Group
California
$257M -$1.06M -0.4% 2.84% 179% 193 12.95%
C1AG
4702
Client 1st Advisory Group
Florida
$257M -$2.95M -1% 1.02% 57.4% 134 5.97%
TSS
4703
Thomas Story & Son
Indiana
$257M +$18.2M +8% 3.21% 91.8% 53 11.32%
MWM
4704
Mindset Wealth Management
Indiana
$257M -$16.7M -6% 10.6% 159 21.38%
SFS
4705
Shaker Financial Services
Virginia
$257M -$4.09M -2% 2.74% 13.1% 186 23.12%
RFS
4706
Retirement Financial Solutions
Tennessee
$257M +$71.4M +39% 1.87% 50% 47 42.55%
CP
4707
Canopy Partners
Ohio
$257M -$5.33M -2% 2.09% 227 10.57%
SWMG
4708
Signature Wealth Management Group
Georgia
$257M +$7.9M +3% 1.05% 115 9.57%
WPWM
4709
Windward Private Wealth Management
Kansas
$256M -$55.2K -0% 0.56% 28.8% 46 8.7%
BBWA
4710
Bell & Brown Wealth Advisors
California
$256M -$12.3M -5% 2.62% 72 5.56%
AW
4711
Atlas Wealth
Ohio
$256M -$7.95M -3% 3.34% 43.5% 100 8%
PAWA
4712
Palo Alto Wealth Advisors
California
$256M -$28.6M -10% 10.9% 108% 53 5.66%
FPWM
4713
FSB Premier Wealth Management
Iowa
$256M +$6.98M +3% 1.03% 43.1% 214 6.54%
CC
4714
Carlson Capital
Texas
$256M +$86.4M +51% 9.62% 72.5% 58 74.14%
RCS
4715
Retirement Capital Strategies
California
$256M -$7.86M -3% 1.2% 50.2% 96 39.58%
ROP
4716
Rule One Partners
Georgia
$256M -$3.33M -1% 1.93% 22 59.09%
ATC
4717
Adirondack Trust Company
New York
$256M -$6M -2% 1.76% 84.9% 488 3.28%
PA
4718
Pineridge Advisors
Missouri
$256M -$8.78M -3% 1.26% 685 33.28%
VIM
4719
Vista Investment Management
Pennsylvania
$256M -$7.82M -3% 1.77% 42.4% 181 6.63%
MIM
4720
Moseley Investment Management
Florida
$256M -$491K -0.2% 2.29% 96.6% 156 7.69%
PIC
4721
PCJ Investment Counsel
Ontario, Canada
$256M -$40.5M -14% 3.51% 165% 79 31.65%
CWM
4722
Castle Wealth Management
Florida
$255M +$1.28M +0.5% 1.13% 53.6% 128 9.38%
IAM
4723
Impact Asset Management
$255M +$2.17M +0.9% 2.26% 76 9.21%
AC
4724
Addison Capital
Pennsylvania
$255M +$3.84M +2% 0.37% 54.2% 145 10.34%
BTWM
4725
Baker Tilly Wealth Management
Wisconsin
$255M +$47.6K +0% 0.84% 83.6% 253 12.65%