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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
GWP
5051
Gen-Wealth Partners
Michigan
$259M +$19.5M +8% 7.51% 667 10.64%
HCM
5052
Highview Capital Management
Illinois
$259M +$20.2M +8% 13.5% 123% 123 28.46%
WAM
5053
Weinberger Asset Management
California
$259M +$25.9M +11% 11.4% 80% 84 8.33%
HOWA
5054
Heritage Oak Wealth Advisors
Florida
$259M +$31.3M +14% 19.2% 83 28.92%
MWA
5055
Medallion Wealth Advisors
Connecticut
$259M +$38.6M +18% 8.62% 1,134 8.47%
AFA
5056
Alpha Financial Advisors
North Carolina
$259M +$33.9M +15% 8.25% 41.6% 62 25.81%
ACG
5057
Anchorage Capital Group
New York
$259M +$8.61M +3% 11.4% 24.9% 6 0%
BCM
5058
Buckhead Capital Management
Georgia
$259M -$53.1M -17% 5.75% 67.6% 130 8.46%
UWP
5059
Uniting Wealth Partners
Kansas
$259M +$59M +30% 12.7% 123 17.89%
BIM
5060
Breakwater Investment Management
Washington
$258M +$24.3M +10% 8.92% 319 4.08%
MIM
5061
Montgomery Investment Management
Maryland
$258M +$7.09M +3% 6.13% 98.4% 97 6.19%
BLAM
5062
Bourne Lent Asset Management
New York
$258M +$25.3M +11% 13.4% 76.1% 63 4.76%
BWS
5063
BCR Wealth Strategies
Alabama
$258M +$30.6M +13% 6.66% 42.2% 27 3.7%
AW
5064
Alteri Wealth
California
$258M +$30.4M +13% 13.6% 284 16.55%
IWP
5065
Insight Wealth Partners
Texas
$258M -$343M -57% 7.24% 63.2% 114 10.53%
EL
5066
EQ LLC
Washington
$258M +$43.5M +20% 11.1% 72.9% 77 22.08%
SNWA
5067
Siligmueller & Norvid Wealth Advisors
Illinois
$258M +$21.1M +9% 6.19% 98 9.18%
II
5068
INCA Investments
Florida
$257M +$39M +18% 15.2% 128% 10 0%
MFG
5069
Monte Financial Group
Connecticut
$257M +$28.8M +13% 3.18% 57.9% 91 10.99%
IFA
5070
Independence Financial Advisors
New Hampshire
$257M -$5.91M -2% 7.59% 52 11.54%
WMA
5071
Wealth Management Associates
New Jersey
$257M +$23.6M +10% 12.2% 111% 227 10.13%
SC
5072
Saiph Capital
New Jersey
$257M +$47.4M +23% 9.89% 52.4% 66 27.27%
PCS
5073
Private Client Services
Kentucky
$257M +$54.6M +27% 8.59% 230 33.91%
ARC
5074
Advisor Resource Council
Texas
$257M -$983M -79% 9.89% 74.7% 623 74%
WSIB
5075
Washington State Investment Board
Washington
$256M -$3.92M -2% 12.9% 567% 2 0%