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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
SWM
5301
SFG Wealth Management
Maryland
$255M +$23.7M +10% 145
FPW
5302
Flagship Private Wealth
Massachusetts
$254M +$5.38M +2% 118
ACM
5303
Aubrey Capital Management
United Kingdom
$254M -$63.1M -20% 67
RA
5304
Ruggaard & Associates
Ohio
$254M -$13.3M -5% 127
RA
5305
Ransom Advisory
Rhode Island
$254M +$31.9M +14% 442
SWM
5306
Shrier Wealth Management
California
$254M 126
HBS
5307
Howard Bailey Securities
Indiana
$254M -$97.5M -28% 163
EPW
5308
Evergreen Private Wealth
Colorado
$254M +$7M +3% 240
AA
5309
ACT Advisors
North Carolina
$254M +$5.95M +2% 77
MWA
5310
Mills Wealth Advisors
Texas
$254M +$7.76M +3% 75
FWM
5311
FMB Wealth Management
California
$253M +$17.3M +7% 96
LIA
5312
Luken Investment Analytics
Tennessee
$253M -$2.53M -1% 401
GTAM
5313
Global Trust Asset Management
Florida
$253M +$32.2M +15% 555
GWS
5314
Greykasell Wealth Strategies
California
$253M +$15.8M +7% 501
BPCM
5315
Beach Point Capital Management
California
$253M +$38M +18% 22
CWA
5316
Choice Wealth Advisors
Maine
$253M +$19.6M +8% 34
SAM
5317
S.A. Mason
Michigan
$253M +$26.3M +12% 273
MFP
5318
Meridian Financial Partners
Virginia
$253M +$12.1M +5% 122
IWS
5319
Integrity Wealth Solutions
Colorado
$253M +$28.6M +13% 131
ACM
5320
Ardent Capital Management
Ohio
$253M +$16.8M +7% 51
TW
5321
Towerpoint Wealth
California
$253M +$8.14M +3% 94
ESC
5322
Eurizon SLJ Capital
$252M 138
PWS
5323
Proactive Wealth Strategies
Georgia
$252M +$20.1M +9% 155
MIM
5324
Meros Investment Management
Texas
$252M +$17.9M +8% 53
WFC
5325
Western Financial Corp
California
$252M +$22.4M +10% 129