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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
WWM
5551
Wolff Wiese Magana
California
$149M -$5.7M -4% 3.09% 136% 888 10.59%
PWM
5552
Peterson Wealth Management
Nevada
$149M -$683K -0.5% 5.63% 78% 70 32.86%
SPFA
5553
Summit Place Financial Advisors
New Jersey
$149M +$4.36M +3% 2.98% 95.2% 115 20%
IAC
5554
ION Acquisition Corp
Israel
$149M -$23.2M -13% 11.1% 5 0%
CWM
5555
Chicago Wealth Management
Illinois
$149M -$174K -0.1% 3.38% 134% 49 14.29%
SMG
5556
Smart Money Group
Texas
$149M -$7.64M -5% 3.97% 58.9% 71 28.17%
SW
5557
Signify Wealth
Missouri
$149M -$12.1M -8% 4.23% 36.7% 34 64.71%
CH
5558
CVS Health
Rhode Island
$149M +$34.6M +30% 9.44% 48.7% 6 33.33%
OWP
5559
Old Well Partners
North Carolina
$149M -$12.9M -8% 22.2% 97.8% 50 54%
WW
5560
Westshore Wealth
California
$149M +$2.95M +2% 2.81% 58.8% 101 16.83%
RDIA
5561
RE Dickinson Investment Advisors
Iowa
$149M +$16.9M +13% 2.41% 2.24% 341 23.46%
BWM
5562
Benchmark Wealth Management
Connecticut
$149M -$6.04M -4% 4.28% 42.7% 49 8.16%
CFC
5563
Client First Capital
California
$149M +$7.85M +6% 4.77% 49.6% 31 38.71%
RB
5564
Renasant Bank
Mississippi
$149M +$1.61M +1% 3.29% 65% 221 22.17%
AWA
5565
ARQ Wealth Advisors
Arizona
$149M +$7.82M +6% 5.39% 53.3% 52 15.38%
RA
5566
RiverTree Advisors
Florida
$149M -$7.64M -5% 2.03% 25.4% 50 60%
BU
5567
Builders Union
United Kingdom
$149M -$73.5M -33% 35.2% 15 40%
SIC
5568
Sterling Investment Counsel
New York
$148M +$807K +0.5% 4.36% 82.8% 161 21.12%
ZC
5569
Zoom Communications
California
$148M -$82.7M -36% 31% 10.7% 2 0%
CWM
5570
Capital Wealth Management
Rhode Island
$148M +$5.59M +4% 4.96% 46.7% 46 26.09%
GAA
5571
Green Alpha Advisors
Colorado
$148M +$153K +0.1% 6.4% 267% 138 11.59%
CPSC
5572
Carl P. Sherr & Co
Massachusetts
$148M -$17.1M -10% 6.13% 68.8% 128 7.81%
LWP
5573
Laurel Wealth Planning
Minnesota
$148M +$16.2M +12% 3.97% 53.1% 284 28.52%
NCM
5574
Next Capital Management
New York
$148M +$184K +0.1% 3.01% 61.3% 126 20.63%
WMA
5575
West Michigan Advisors
Michigan
$148M +$13.9M +10% 2.29% 86.6% 141 19.15%