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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
PIA
4901
Powell Investment Advisors
Florida
$290M -$371K -0.1% 1.91% 76.1% 177 6.21%
GJIA
4902
Glass Jacobson Investment Advisors
Maryland
$290M +$12M +4% 0.65% 58.3% 623 9.15%
RCM
4903
Raleigh Capital Management
North Carolina
$290M +$14.2M +5% 1.05% 71.8% 808 33.91%
SA
4904
Sonoma Allocations
California
$290M -$11.5M -4% 1.17% 152 20.39%
WMA
4905
Wealth Management Associates
New Jersey
$290M +$2.12M +0.7% 1.93% 111% 257 17.51%
BWAM
4906
Blue Water Asset Management
Michigan
$289M +$11.3M +4% 0.2% 108 8.33%
LWP
4907
LeClair Wealth Partners
Ohio
$289M +$117M +68% 0.2% 204 94.61%
WPWM
4908
Windward Private Wealth Management
Kansas
$289M +$530K +0.2% 0.65% 35.5% 45 4.44%
PIA
4909
PineBridge Investments Asia
$289M -$56.8M -16% 0.06% 8 25%
CAM
4910
Costello Asset Management
Pennsylvania
$289M -$13.2M -4% 2.6% 65.9% 739 13.8%
GIM
4911
Goodlander Investment Management
Texas
$289M +$27.3M +10% 25.6% 19 78.95%
PSA
4912
Plum Street Advisors
Louisiana
$289M +$8M +3% 0.31% 100 7%
NPI
4913
New Perspectives Inc
Mississippi
$289M +$370K +0.1% 1.32% 44 4.55%
LK
4914
Lumbard & Kellner
New Hampshire
$289M +$3.03M +1% 8.38% 137% 106 12.26%
WCA
4915
Whetstone Capital Advisors
Kansas
$288M -$32.2M -10% 17.1% 201% 65 30.77%
RIA
4916
Realta Investment Advisors
Delaware
$288M -$17.2M -6% 1.31% 126% 407 24.82%
NWWA
4917
New Wave Wealth Advisors
Arkansas
$288M +$14.9M +5% 2.06% 230 37.39%
EW
4918
Enzi Wealth
Texas
$288M +$4.47M +2% 4.12% 72.1% 74 8.11%
WI
4919
WrapManager Inc
California
$288M -$7.91M -3% 2.22% 64.6% 147 12.93%
TW
4920
ticino wealth
California
$288M +$17.9M +7% 4.97% 143 6.29%
FCG
4921
Financial Connections Group
California
$288M -$3.33M -1% 2.21% 44.4% 264 15.91%
MM
4922
Marnell Management
Michigan
$288M +$81.4M +39% 15.3% 83 38.55%
HIS
4923
Horizon Investment Services
Indiana
$288M +$9.64M +3% 2.41% 250% 158 25.32%
FWM
4924
Forza Wealth Management
Florida
$287M +$10.9M +4% 2.99% 65.6% 191 5.76%
LCM
4925
Lazari Capital Management
California
$287M -$10.2M -3% 2.63% 124% 180 11.11%