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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
FGG
5576
Financial Guidance Group
Florida
$133M -$3.15M -2% 2.77% 52% 55 10.91%
FD
5577
Financial Designs
California
$133M -$4.1M -3% 2.84% 42.1% 27 48.15%
BSWA
5578
Bromfield Sneider Wealth Advisors
Massachusetts
$133M +$6.77M +5% 3.31% 98 2.04%
AWM
5579
Aberdeen Wealth Management
Illinois
$133M -$5.64M -4% 2.75% 56.7% 163 3.68%
CWA
5580
Capital Wealth Alliance
Arizona
$133M -$368K -0.3% 1.71% 119% 112 17.86%
C
5581
Covestor
United Kingdom
$133M +$1.28M +1% 1.03% 95.7% 2,921 8.39%
AL
5582
ADE LLC
Maryland
$132M -$10.8M -8% 3.37% 40% 85 10.59%
EP
5583
EPIQ Partners
Minnesota
$132M -$14.8M -10% 4.16% 44.3% 76 13.16%
GWCM
5584
Godshalk Welsh Capital Management
Pennsylvania
$132M -$12.8M -9% 3.04% 54.7% 120 8.33%
BMA
5585
Brooks Moore & Associates
Tennessee
$132M -$9.66M -7% 3.04% 57.2% 85 9.41%
IF
5586
Integrity Financial
Wyoming
$132M -$5.04M -4% 3.23% 54.9% 232 12.07%
WF
5587
Wayfinding Financial
Washington
$132M -$11.7M -8% 4.11% 58.7% 119 10.92%
RCM
5588
Ratan Capital Management
Florida
$132M +$59.8M +83% 5.77% 320% 40 45%
AWM
5589
Avaii Wealth Management
Wisconsin
$132M +$1.87M +1% 3.1% 68.3% 156 19.23%
DWM
5590
Dopkins Wealth Management
New York
$132M +$19.8M +18% 2.13% 64.4% 55 27.27%
CCM
5591
Colorado Capital Management
Colorado
$132M -$3.42M -3% 4.26% 53.4% 82 9.76%
CCM
5592
Crestwood Capital Management
New York
$132M -$11.7M -8% 10.2% 129% 13 7.69%
PWM
5593
Penobscot Wealth Management
Maine
$132M -$4.36M -3% 4.39% 50.5% 68 13.24%
KSCM
5594
Kamunting Street Capital Management
Florida
$132M +$31M +31% 0.41% 1.88% 47 65.96%
FNBOH
5595
First National Bank of Hutchinson
Kansas
$132M -$5.06M -4% 2.42% 94.8% 111 16.22%
MA
5596
MKT Advisors
California
$132M -$9.67M -7% 3.41% 49.2% 151 10.6%
DIS
5597
Diversified Investment Strategies
Louisiana
$132M -$3.38M -3% 1.58% 86% 49 4.08%
WF
5598
Williams Financial
Vermont
$132M -$2.44M -2% 3.98% 28.5% 32 21.88%
TWM
5599
TLW Wealth Management
Florida
$132M -$7.11M -5% 4.29% 82.1% 20 5%
AWM
5600
Aspire Wealth Management
Massachusetts
$132M -$692K -0.5% 3.04% 26% 199 13.07%