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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
SIM
4826
Synergy Investment Management
Florida
$239M +$6.94M +3% 678
CWA
4827
Consilio Wealth Advisors
Washington
$239M -$5.05M -2% 81
JAM
4828
JCIC Asset Management
Ontario, Canada
$239M -$7.33M -3% 165
IRAG
4829
Investment Research & Advisory Group
Georgia
$239M -$1.64M -0.7% 257
FDS
4830
First Dallas Securities
Texas
$239M -$6.06M -2% 122
MAG
4831
Members Advisory Group
New York
$239M -$4.54M -2% 36
HCM
4832
Horrell Capital Management
Arkansas
$239M -$103M -30% 214
PWS
4833
Peloton Wealth Strategists
Indiana
$239M -$8.72M -4% 99
ATIA
4834
American Trust Investment Advisors
New Hampshire
$239M -$4.81M -2% 115
FSCM
4835
First Sabrepoint Capital Management
Texas
$239M -$28M -10% 58
OFW
4836
Omnia Family Wealth
Florida
$239M -$2.88M -1% 93
AACA
4837
American Assets Capital Advisers
California
$239M -$60.7M -20% 43
KA
4838
Kerrisdale Advisers
Florida
$239M -$57M -19% 98
HCM
4839
Highview Capital Management
Illinois
$239M -$21.5M -8% 129
CPP
4840
Capasso Planning Partners
South Carolina
$239M -$11.3M -5% 104
BOA
4841
Birnam Oak Advisors
New York
$239M +$36.2M +18% 36
PPA
4842
Painted Porch Advisors
California
$239M +$36.2M +18% 581
DIM
4843
DLK Investment Management
California
$239M -$366K -0.2% 94
VWM
4844
VCI Wealth Management
Missouri
$238M +$2.76M +1% 111
MFC
4845
Morris Financial Concepts
South Carolina
$238M +$5.12M +2% 200
HAM
4846
Harmony Asset Management
Arizona
$238M -$14M -6% 173
IWP
4847
Invenio Wealth Partners
Florida
$238M -$582K -0.2% 105
PWAC
4848
Private Wealth Advisors (California)
California
$238M +$8.79M +4% 88
WE
4849
Wealth Effects
Massachusetts
$238M -$43.4M -15% 222
JWM
4850
Jessup Wealth Management
Ohio
$238M +$3.35M +1% 86