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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
SWMG
4801
Signature Wealth Management Group
Georgia
$257M +$7.9M +3% 1.05% 115 9.57%
WPWM
4802
Windward Private Wealth Management
Kansas
$256M -$55.2K -0% 0.56% 35.5% 46 8.7%
BBWA
4803
Bell & Brown Wealth Advisors
California
$256M -$12.3M -5% 2.62% 72 5.56%
AW
4804
Atlas Wealth
Ohio
$256M -$7.95M -3% 3.34% 43.5% 100 8%
PAWA
4805
Palo Alto Wealth Advisors
California
$256M -$28.6M -10% 10.9% 108% 53 5.66%
FPWM
4806
FSB Premier Wealth Management
Iowa
$256M +$6.98M +3% 1.03% 53.9% 214 6.54%
CC
4807
Carlson Capital
Texas
$256M +$86.4M +51% 9.62% 67.9% 58 74.14%
RCS
4808
Retirement Capital Strategies
California
$256M -$7.86M -3% 1.2% 59% 96 39.58%
ROP
4809
Rule One Partners
Georgia
$256M -$3.33M -1% 1.93% 22 59.09%
ATC
4810
Adirondack Trust Company
New York
$256M -$6M -2% 1.76% 84.9% 488 3.28%
PA
4811
Pineridge Advisors
Missouri
$256M -$8.78M -3% 1.26% 685 33.28%
VIM
4812
Vista Investment Management
Pennsylvania
$256M -$7.82M -3% 1.77% 54.4% 181 6.63%
MIM
4813
Moseley Investment Management
Florida
$256M -$491K -0.2% 2.29% 96.6% 156 7.69%
PIC
4814
PCJ Investment Counsel
Ontario, Canada
$256M -$40.5M -14% 3.51% 164% 79 31.65%
CWM
4815
Castle Wealth Management
Florida
$255M +$1.28M +0.5% 1.13% 53.6% 128 9.38%
IAM
4816
Impact Asset Management
$255M +$2.17M +0.9% 2.26% 76 9.21%
AC
4817
Addison Capital
Pennsylvania
$255M +$3.84M +2% 0.37% 59.7% 145 10.34%
BTWM
4818
Baker Tilly Wealth Management
Wisconsin
$255M +$47.6K +0% 0.84% 83.6% 253 12.65%
RWPA
4819
Richard W. Paul & Associates
Michigan
$255M -$19.5M -7% 0.89% 65.2% 523 37.67%
AP
4820
Arlington Partners
Alabama
$255M -$2.74M -1% 3.79% 43.7% 59 3.39%
NC
4821
Naman Capital
Brazil
$255M +$87.4M +52% 3.11% 89.9% 13 15.38%
DPCM
4822
Doma Perpetual Capital Management
Florida
$254M +$53.4M +27% 4.81% 10 20%
EM
4823
Excalibur Management
Massachusetts
$254M +$2.62M +1% 2.07% 81.7% 170 4.12%
CCP
4824
Carmel Capital Partners
California
$254M +$6.31M +3% 1.85% 65.1% 156 10.9%
MIG
4825
Mariner Investment Group
New York
$254M -$250M -50% 2.96% 59 64.41%