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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
RIA
4901
Realta Investment Advisors
Delaware
$288M -$17.2M -6% 1.31% 126% 407 24.82%
NWWA
4902
New Wave Wealth Advisors
Arkansas
$288M +$14.9M +5% 2.06% 230 37.39%
EW
4903
Enzi Wealth
Texas
$288M +$4.47M +2% 4.12% 72.1% 74 8.11%
WI
4904
WrapManager Inc
California
$288M -$7.91M -3% 2.22% 51.7% 147 12.93%
TW
4905
ticino wealth
California
$288M +$17.9M +7% 4.97% 143 6.29%
FCG
4906
Financial Connections Group
California
$288M -$3.33M -1% 2.21% 44.4% 264 15.91%
MM
4907
Marnell Management
Michigan
$288M +$81.4M +39% 15.3% 83 38.55%
HIS
4908
Horizon Investment Services
Indiana
$288M +$9.64M +3% 2.41% 168% 158 25.32%
FWM
4909
Forza Wealth Management
Florida
$287M +$10.9M +4% 2.99% 65.6% 191 5.76%
LCM
4910
Lazari Capital Management
California
$287M -$10.2M -3% 2.63% 124% 180 11.11%
PAM
4911
PSquared Asset Management
Switzerland
$287M +$73.5M +34% 7.81% 158% 20 65%
EWA
4912
Encompass Wealth Advisors
Oregon
$287M -$6.51M -2% 0.88% 63.2% 106 10.38%
WMR
4913
Wealth Management Resources
Rhode Island
$287M +$3.16M +1% 0.89% 36.5% 30 13.33%
EA
4914
Extract Advisors
California
$287M -$98.6M -26% 14.3% 41 63.41%
GCM
4915
GoodHaven Capital Management
New Jersey
$287M -$21.8M -7% 2.43% 87.7% 27 7.41%
SFS
4916
Shaker Financial Services
Virginia
$287M -$28.6M -9% 5.08% 13.1% 180 27.78%
IWM
4917
Iams Wealth Management
Nebraska
$287M +$9.83M +4% 0.61% 51.3% 202 15.35%
SA
4918
Skyline Advisors
Washington
$287M -$12.9M -4% 2.28% 128 25%
AWM
4919
Avaii Wealth Management
Wisconsin
$287M +$10.6M +4% 0.35% 68.3% 171 23.39%
MAG
4920
Mayfair Advisory Group
Alabama
$286M +$28.9M +11% 0.24% 54.7% 184 8.7%
IRAG
4921
Investment Research & Advisory Group
Georgia
$286M -$15.8M -5% 4.48% 88.6% 297 14.14%
MWA
4922
Mills Wealth Advisors
Texas
$286M +$32.7M +13% 0.81% 37.4% 86 25.58%
VU
4923
Valence8 US
Massachusetts
$286M -$51.4M -15% 0.75% 53.9% 15 6.67%
A
4924
Argentarii
Ohio
$286M -$21.2M -7% 1.04% 217 17.05%
MC
4925
Muzinich & Co
New York
$286M -$32.1M -10% 11.8% 9.67% 38 0%