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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
SWM
5576
SFG Wealth Management
Maryland
$231M +$65.4M +39% 8.55% 82.1% 138 46.38%
IAG
5577
Investmark Advisory Group
Connecticut
$231M +$17.2M +8% 8.11% 65.1% 133 3.76%
RTL
5578
Red Tortoise LLC
Georgia
$231M +$23.3M +11% 6.86% 43.7% 628 10.99%
RFMS
5579
RWQ Financial Management Services
Florida
$230M -$7.19M -3% 17.8% 415% 26 26.92%
MSWM
5580
Master's Wealth Management
Pennsylvania
$230M +$16.1M +8% 5.76% 52 21.15%
GCA
5581
Genesee Capital Advisors
New York
$230M +$7.1M +3% 8.4% 101% 129 10.85%
EW
5582
Element Wealth
Mississippi
$230M +$12.8M +6% 6.08% 59.6% 201 10.45%
HIM
5583
Harbour Investment Management
Washington
$230M -$1.18M -0.5% 5.02% 58.8% 108 13.89%
EIA
5584
Eastover Investment Advisors
North Carolina
$230M +$6.98M +3% 9.23% 102% 48 10.42%
RYIA
5585
Roehl & Yi Investment Advisors
Oregon
$230M +$34.6M +18% 6.91% 182 21.43%
WFC
5586
Western Financial Corp
California
$230M +$43.2M +23% 22.1% 260% 129 12.4%
FC
5587
Franchise Capital
Cayman Islands
$230M +$38M +20% 19.4% 537% 32 31.25%
CWA
5588
Centerline Wealth Advisors
Kentucky
$230M +$25.9M +13% 6.83% 48 16.67%
CWM
5589
Chicago Wealth Management
Illinois
$229M +$19.6M +9% 12.2% 134% 54 18.52%
AWM
5590
Aviso Wealth Management
Washington
$229M +$15.3M +7% 9.81% 148 8.11%
RF
5591
rebel Financial
Ohio
$229M +$10.1M +5% 4.87% 64 96.88%
5W
5592
5T Wealth
California
$229M +$18.9M +9% 6.06% 117 14.53%
BSAM
5593
Blue Square Asset Management
New York
$229M +$15.8M +7% 8.28% 104% 81 20.99%
IIM
5594
Ironwood Investment Management
Massachusetts
$229M +$23.8M +12% 13.1% 164% 174 5.75%
MAG
5595
MRA Advisory Group
New Jersey
$229M +$15.8M +7% 8.5% 84.5% 151 16.56%
PFA
5596
Pinnacle Family Advisors
Missouri
$229M +$23.4M +11% 10.8% 85.8% 137 18.98%
MHWM
5597
Montz Harcus Wealth Management
Louisiana
$229M +$21.9M +11% 8.03% 74.1% 89 8.99%
ANHIM
5598
Alan N. Hoffman Investment Management
Massachusetts
$229M +$26.2M +13% 14.9% 76.8% 15 6.67%
CCC
5599
Compass Capital Corp
Massachusetts
$229M +$16.9M +8% 9.91% 190 25.79%
PWS
5600
Physician Wealth Solutions
Nevada
$229M +$13.4M +6% 5.42% 46 2.17%