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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
CWM
5526
Chicago Wealth Management
Illinois
$229M +$19.6M +9% 12.2% 110% 54 18.52%
AWM
5527
Aviso Wealth Management
Washington
$229M +$15.3M +7% 9.81% 148 8.11%
RF
5528
rebel Financial
Ohio
$229M +$10.1M +5% 4.87% 64 96.88%
5W
5529
5T Wealth
California
$229M +$18.9M +9% 6.06% 117 14.53%
BSAM
5530
Blue Square Asset Management
New York
$229M +$15.8M +7% 8.28% 104% 81 20.99%
IIM
5531
Ironwood Investment Management
Massachusetts
$229M +$23.8M +12% 13.1% 149% 174 5.75%
MAG
5532
MRA Advisory Group
New Jersey
$229M +$15.8M +7% 8.5% 84.5% 151 16.56%
PFA
5533
Pinnacle Family Advisors
Missouri
$229M +$23.4M +11% 10.8% 77.3% 137 18.98%
MHWM
5534
Montz Harcus Wealth Management
Louisiana
$229M +$21.9M +11% 8.03% 74.1% 89 8.99%
ANHIM
5535
Alan N. Hoffman Investment Management
Massachusetts
$229M +$26.2M +13% 14.9% 76.8% 15 6.67%
CCC
5536
Compass Capital Corp
Massachusetts
$229M +$16.9M +8% 9.91% 190 25.79%
PWS
5537
Physician Wealth Solutions
Nevada
$229M +$13.4M +6% 5.42% 46 2.17%
FOR
5538
Family Office Research
Maryland
$229M +$17.2M +8% 5.19% 74 12.16%
ACP
5539
Arcus Capital Partners
Georgia
$229M -$2.58M -1% 5.09% 82.6% 139 25.9%
KC
5540
Kinloch Capital
Virginia
$229M +$13.8M +6% 6.56% 48.9% 77 7.79%
MW
5541
Melia Wealth
Oklahoma
$228M +$19.6M +9% 0.03% 23 8.7%
FF
5542
Foronjy Financial
California
$228M +$14.6M +7% 5.41% 116 19.83%
SWM
5543
StoneCrest Wealth Management
Arizona
$228M +$18.3M +9% 11.2% 81 24.69%
BP
5544
Bandera Partners
New York
$228M +$6.27M +3% 12.4% 27.6% 14 7.14%
MC
5545
Merck & Co
New Jersey
$228M +$12.4M +6% 10.3% 13 0%
MAM
5546
Mainsail Asset Management
Alabama
$228M +$66.3M +41% 5.62% 93 37.63%
6F
5547
626 Financial
Michigan
$228M +$14.1M +7% 7.52% 71.3% 121 9.09%
CPW
5548
Catalyst Private Wealth
California
$228M +$3.04M +1% 3.65% 103% 82 6.1%
BWG
5549
Balanced Wealth Group
Ohio
$228M -$2.56M -1% 7.89% 70 1.43%
SC
5550
Scholtz & Company
Connecticut
$228M -$212K -0.1% 3.53% 82.6% 54 9.26%