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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
AWM
5576
Altus Wealth Management
Kentucky
$226M +$16.9M +8% 6.44% 68.8% 30 6.67%
RFP
5577
RCS Financial Planning
Maryland
$226M +$24.7M +12% 5.47% 42.8% 94 13.83%
CWMG
5578
Compass Wealth Management (Georgia)
Georgia
$226M +$38.9M +21% 5.92% 63 7.94%
TP
5579
TenCore Partners
New York
$226M +$4.51M +2% 1.63% 64.8% 13 15.38%
HPM
5580
HealthCor Partners Management
South Carolina
$225M 0% 1
FC
5581
Financial Council
Maryland
$225M +$17.9M +9% 8.51% 63.8% 97 6.19%
MDCM
5582
Morgan Dempsey Capital Management
Wisconsin
$225M -$14.3M -6% 4.77% 40.8% 164 9.76%
CCC
5583
Chelsea Counsel Company
California
$225M +$23.5M +12% 16.1% 94.6% 247 20.65%
TWM
5584
Tumwater Wealth Management
Idaho
$225M +$9.9M +5% 7.22% 39 20.51%
LWM
5585
Lakeridge Wealth Management
Ohio
$225M +$7.52M +3% 7.13% 160 11.25%
VAF
5586
Values Added Financial
District of Columbia
$225M +$18.6M +9% 6.61% 58.3% 130 7.69%
FWM
5587
Fortress Wealth Management
California
$225M +$17.5M +8% 5.71% 52.1% 75 4%
AFO
5588
Aurelius Family Office
New Hampshire
$225M +$13.2M +6% 5.36% 49 6.12%
SIA
5589
Schear Investment Advisers
Ohio
$225M +$22.5M +11% 11.1% 240% 86 0%
PPA
5590
Pilgrim Partners Asia
Singapore
$225M 15.6% 155
CFC
5591
Client First Capital
California
$224M +$10.9M +5% 5.86% 49.6% 26 26.92%
I2I
5592
Insight 2811 Inc
Illinois
$224M +$13.2M +6% 4.73% 22.2% 96 10.42%
FL
5593
FreeGulliver LLC
Louisiana
$224M +$5.22M +2% 8.62% 120 44.17%
SCA
5594
Sassicaia Capital Advisers
New York
$224M +$64.8M +41% 25% 1,930% 64 82.81%
GWM
5595
Glass Wealth Management
Texas
$224M +$36.5M +19% 14.8% 58 6.9%
IWS
5596
Integrity Wealth Solutions
Colorado
$224M +$19.1M +9% 7.67% 125 16%
PPWM
5597
PFG Private Wealth Management
Florida
$224M +$30.1M +15% 7.67% 48.3% 155 88.39%
CA
5598
Cresta Advisors
Texas
$224M +$18.9M +9% 7.1% 59.1% 50 10%
TW
5599
Traveka Wealth
California
$224M +$35.2M +19% 7.84% 177 23.16%
MAWAG
5600
Mid-American Wealth Advisory Group
Missouri
$224M +$13.7M +7% 1.61% 12.3% 350 88.86%