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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
NSRI
4726
New Silk Road Investment
Singapore
$121M -$144M -54% 8.78% 21.2% 17 35.29%
MWM
4727
Moulton Wealth Management
Washington
$121M 1.89% 47.1% 27
HFG
4728
Heron Financial Group
New York
$121M 7.84% 47.5% 133
BFWA
4729
Benchmark Financial Wealth Advisors
Florida
$121M +$18.8M +18% 8.37% 70.6% 38 13.16%
GI
4730
GS Investments
Minnesota
$121M -$15.8M -12% 7.37% 94.1% 130 20.77%
ACM
4731
Ayrshire Capital Management
Connecticut
$121M 8.24% 78.4% 66
LB
4732
Legacy Bridge
Iowa
$120M +$15.7M +15% 11.5% 225% 304 16.45%
XWM
4733
Xcel Wealth Management
Florida
$120M +$12.4M +11% 10.9% 93.7% 81 20.99%
FMB
4734
Field & Main Bank
Kentucky
$120M +$9.48M +9% 9.73% 107% 202 7.92%
RRCP
4735
Rip Road Capital Partners
Massachusetts
$120M 15.9% 121% 14
HAC
4736
Harbor Advisory Corp
New Hampshire
$120M +$5.63M +5% 6.86% 63.2% 39 2.56%
HWA
4737
Hillcrest Wealth Advisors
New Jersey
$120M +$3.92M +3% 7.87% 55% 41 14.63%
FWM
4738
Fairhaven Wealth Management
Illinois
$120M +$13.3M +12% 7.61% 81 6.17%
CWA
4739
Capital Wealth Alliance
Arizona
$120M 5.38% 108% 399
IWA
4740
Intercontinental Wealth Advisors
Texas
$120M -$42.7M -26% 7.41% 46.7% 466 27.47%
SLWS
4741
Swaine & Leidel Wealth Services
Florida
$120M +$9.42M +9% 6.17% 93 64.52%
RSC
4742
Red Spruce Capital
Pennsylvania
$120M 6.7% 93.3% 85
SMP
4743
Santa Monica Partners
Florida
$120M +$3.93M +3% 7.82% 135% 28 17.86%
VLC
4744
Van Leeuwen & Company
New Jersey
$120M +$13.8M +13% 7.71% 75.4% 82 21.95%
NAM
4745
Nationwide Asset Management
Ohio
$120M 5.99% 8.56% 8
HWM
4746
Howard Wealth Management
Connecticut
$120M 6.59% 60.3% 551
PKC
4747
Palmer Knight Company
Florida
$120M +$1.84M +2% 7.49% 78.9% 25 4%
AIM
4748
Alambic Investment Management
California
$119M -$13.5M -10% 11.5% 47.6% 389 51.41%
MCA
4749
Morris Capital Advisors
Pennsylvania
$119M +$5.63M +5% 12.6% 72.9% 72 12.5%
PI
4750
Pachira Investments
California
$119M +$29.6M +33% 7.39% 72.6% 15 0%