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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
SHWM
5501
Silicon Hills Wealth Management
Texas
$110M +$13.6M +14% 11.8% 30.9% 87 24.14%
AWM
5502
AAF Wealth Management
Massachusetts
$110M 15.2% 65.8% 23
AA
5503
ACT Advisors
North Carolina
$110M 11.8% 69.8% 29
HFS
5504
Horizon Financial Services
North Carolina
$110M +$7.36M +7% 5.33% 39.5% 106 12.26%
TFA
5505
Trinity Financial Advisors
Ohio
$110M 13.2% 69.5% 59
A
5506
Atomvest
Hong Kong
$110M 71.9% 90% 2
JHCM
5507
Juniper Hill Capital Management
California
$110M -$208M -65% 11.2% 33.6% 4 25%
TFA
5508
Tranquilli Financial Advisor
New Jersey
$110M 12.1% 55.1% 68
TWM
5509
Trinity Wealth Management
Pennsylvania
$110M 7.06% 53.5% 23
VWA
5510
VERITY Wealth Advisors
United States
$110M +$12M +12% 11% 59.9% 56 12.5%
AIM
5511
Axiom Investment Management
New York
$110M +$21.6M +24% 28.4% 156 28.21%
CRCM
5512
Corbett Road Capital Management
Virginia
$110M +$4.64M +4% 11.4% 133 28.57%
AMAL
5513
Asset Management Advisors LLC
Oklahoma
$110M +$12M +12% 16.9% 124% 20 25%
CWM
5514
Comprehensive Wealth Management
Washington
$110M 0.68% 36.9% 7
SAM
5515
Simplify Asset Management
Nevada
$110M 12.8% 45% 31
VAS
5516
VR Advisory Services
Cayman Islands
$110M +$4.78M +5% 62.1% 89.7% 24 37.5%
OFW
5517
Omnia Family Wealth
Florida
$110M +$4.76M +5% 7.63% 80.6% 76 11.84%
GB
5518
Gunma Bank
Japan
$110M -$16.6M -13% 11.2% 24.5% 21 42.86%
VSAM
5519
Value Star Asset Management
Hong Kong
$110M 19
LIG
5520
Lokken Investment Group
Delaware
$110M 11% 65.3% 104
SFP
5521
Sandbox Financial Partners
Maryland
$109M 11.5% 69.6% 69
MWM
5522
Midwest Wealth Management
Indiana
$109M 17% 93
PFWA
5523
Paces Ferry Wealth Advisors
Georgia
$109M -$5.45M -5% 14.7% 72% 1,322 91.3%
STC
5524
Sarah T. Connolly
$109M 11.5% 35% 88
BBCM
5525
Boardman Bay Capital Management
New York
$109M +$11.9M +12% 35.4% 145% 87 58.62%