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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
BWM
5201
BCS Wealth Management
Tennessee
$206M -$106M -34% 1.89% 46.7% 241 38.17%
IAMOG
5202
Investors Asset Management of Georgia
Georgia
$206M -$7.17M -3% 0.54% 113% 165 4.85%
MAWCM
5203
Mine & Arao Wealth Creation & Management
California
$205M +$3.32M +2% 6.74% 92% 385 80.78%
RC
5204
Raine Capital
New York
$205M -$30.1M -13% 17.8% 119% 5 0%
SM
5205
Sensible Money
Arizona
$205M +$19.1M +10% 0.91% 65% 86 9.3%
WF
5206
Warner Financial
Maryland
$205M +$5.47M +3% 1.37% 62.1% 112 4.46%
DRP
5207
Decade Renewable Partners
Texas
$205M +$16.2M +9% 0.23% 46 63.04%
TW
5208
Traveka Wealth
California
$205M -$11.5M -5% 2.74% 137 7.3%
LFP
5209
Lakeshore Financial Planning
Michigan
$205M +$7.24M +4% 0.9% 56.8% 72 11.11%
CWM
5210
Collaborative Wealth Management
Florida
$205M +$5.11M +3% 0.7% 41.6% 176 5.11%
VAMG
5211
Voisard Asset Management Group
Michigan
$205M +$26.9M +15% 0.87% 429 21.91%
BAM
5212
Bullseye Asset Management
Colorado
$204M -$8.68M -4% 4.24% 81% 67 11.94%
AMIM
5213
Aull & Monroe Investment Management
Alabama
$204M -$14.4M -7% 0.86% 96.6% 135 8.15%
GAAM
5214
Guinness Atkinson Asset Management
California
$204M -$8.6M -4% 6.2% 132% 105 5.71%
VEA
5215
Virtus ETF Advisers
New York
$204M +$15.9M +8% 0.14% 177% 488 21.72%
JWM
5216
JPL Wealth Management
Colorado
$204M +$23M +13% 2.82% 115 13.04%
MWS
5217
Maxwell Wealth Strategies
California
$204M +$6.8M +3% 2.64% 105 3.81%
CB
5218
Centennial Bank
Arkansas
$204M +$8.74M +4% 1.39% 69.9% 352 13.07%
ACM
5219
Ardent Capital Management
Ohio
$204M +$4.84M +2% 3.54% 77.5% 46 8.7%
FW
5220
FullCircle Wealth
Texas
$204M 0.68% 167
AFC
5221
AFT Forsyth & Company
Florida
$204M +$28.5M +16% 10.5% 135% 140 5%
SPT
5222
Siemens Pension Trust
Germany
$204M $0 0% 0% 25.4% 1 0%
CWA
5223
Carolina Wealth Advisors
South Carolina
$204M +$19.4M +11% 2.38% 57.5% 240 13.33%
GCA
5224
Genesee Capital Advisors
New York
$204M +$21.1M +12% 3.18% 101% 135 16.3%
WWM
5225
Waterway Wealth Management
Texas
$204M -$23.7M -10% 0.88% 76 28.95%