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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
HBS
5376
Howard Bailey Securities
Indiana
$254M -$97.5M -28% 1.77% 163 25.15%
EPW
5377
Evergreen Private Wealth
Colorado
$254M +$7M +3% 2.58% 238 61.76%
AA
5378
ACT Advisors
North Carolina
$254M +$5.95M +2% 2.14% 69.8% 77 20.78%
MWA
5379
Mills Wealth Advisors
Texas
$254M +$7.76M +3% 2.29% 37.4% 75 12%
FWM
5380
FMB Wealth Management
California
$253M +$17.3M +7% 3.64% 71.1% 96 12.5%
LIA
5381
Luken Investment Analytics
Tennessee
$253M -$2.53M -1% 1.23% 47.6% 401 64.34%
GTAM
5382
Global Trust Asset Management
Florida
$253M +$32.2M +15% 7.62% 109% 555 27.75%
GWS
5383
Greykasell Wealth Strategies
California
$253M +$15.8M +7% 3.45% 501 20.76%
CWA
5384
Choice Wealth Advisors
Maine
$253M +$19.6M +8% 1.64% 52.3% 34 8.82%
SAM
5385
S.A. Mason
Michigan
$253M +$26.3M +12% 2.64% 105% 273 10.99%
MFP
5386
Meridian Financial Partners
Virginia
$253M +$12.1M +5% 3.22% 73.1% 122 10.66%
IWS
5387
Integrity Wealth Solutions
Colorado
$253M +$28.6M +13% 2.41% 131 12.21%
ACM
5388
Ardent Capital Management
Ohio
$253M +$16.8M +7% 5.31% 77.5% 51 1.96%
TW
5389
Towerpoint Wealth
California
$253M +$8.14M +3% 2.6% 62.4% 94 9.57%
ESC
5390
Eurizon SLJ Capital
$252M 2.73% 138
PWS
5391
Proactive Wealth Strategies
Georgia
$252M +$20.1M +9% 2.9% 155 10.97%
MIM
5392
Meros Investment Management
Texas
$252M +$17.9M +8% 2.96% 52.4% 53 28.3%
WFC
5393
Western Financial Corp
California
$252M +$22.4M +10% 22.9% 260% 129 19.38%
AB
5394
ANB Bank
Colorado
$252M +$5.43M +2% 3.46% 143 25.87%
SHCM
5395
Silver Heights Capital Management
Ontario, Canada
$252M +$29.1M +13% 1.99% 6.93% 5 20%
RYIA
5396
Roehl & Yi Investment Advisors
Oregon
$252M +$22.1M +10% 3.02% 181 12.15%
MCF
5397
MKA Charitable Fund
California
$252M +$20.5M +9% 11.8% 1 0%
DG
5398
Diesslin Group
Texas
$252M 0.59% 54
CB
5399
Centennial Bank
Arkansas
$252M -$2.8M -1% 1.75% 56.6% 347 3.75%
MWM
5400
Maltin Wealth Management
New Jersey
$251M +$10.5M +4% 2.38% 51.9% 135 5.19%