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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
PMIA
5601
Patrick Mauro Investment Advisor
Illinois
$176M +$7.92M +5% 4.46% 31.7% 44 9.09%
SC
5602
Swan Capital
Florida
$176M +$17M +11% 6.79% 47.9% 35 11.43%
GBWM
5603
Granite Bay Wealth Management
New Hampshire
$176M 7.11% 75
CIS
5604
Custom Index Systems
New York
$176M +$13.6M +8% 9.8% 325 52%
GAAM
5605
Grand Alliance Asset Management
Hong Kong
$176M -$11.5M -6% 38.2% 14 21.43%
KWAG
5606
Kiely Wealth Advisory Group
North Carolina
$176M +$2.75M +2% 3.35% 289 8.65%
BAM
5607
Bosun Asset Management
Illinois
$176M +$75.1M +75% 21.7% 278% 191 60.73%
RP
5608
Raelipskie Partnership
Ontario, Canada
$176M +$11.3M +7% 5.96% 105 9.52%
PF
5609
Parker Financial
Washington
$176M +$14.5M +9% 5.02% 45% 50 16%
AFC
5610
AFT Forsyth & Company
Florida
$176M +$16.6M +10% 20.7% 135% 141 7.09%
BIA
5611
Beacon Investment Advisors
Maryland
$175M +$18.8M +12% 7.87% 96.4% 136 8.09%
PCR
5612
Potrero Capital Research
California
$175M -$13.3M -7% 6.74% 226% 32 40.63%
PWM
5613
Pacific Wealth Management
California
$175M $0 0% 6.42% 68.9% 24 0%
ES
5614
ETF Store
Kansas
$175M +$20.5M +13% 6.46% 55.8% 114 13.16%
SPA
5615
Shore Point Advisors
New Jersey
$175M +$13.7M +9% 6.2% 51.4% 60 8.33%
AIA
5616
Arcadia Investment Advisors
Idaho
$175M +$9.3M +6% 6.57% 51.4% 83 9.64%
HAFS
5617
Hapanowicz & Associates Financial Services
Pennsylvania
$175M +$12.8M +8% 7.45% 58.5% 33 12.12%
BWM
5618
Boyd Wealth Management
California
$175M +$14.3M +9% 6.98% 51.1% 44 11.36%
KFO
5619
Kopp Family Office
Minnesota
$175M +$3.87M +2% 4.75% 34% 21 0%
LCK
5620
LeRoy C. Kopp
$175M 4.75% 21
PAG
5621
Powers Advisory Group
Illinois
$175M +$12.9M +8% 5.99% 44.1% 94 3.19%
PWMG
5622
Pioneer Wealth Management Group
Texas
$175M +$14.3M +9% 3.86% 40 10%
MFA
5623
Morling Financial Advisors
California
$175M +$50.9M +41% 12.8% 91.2% 111 32.43%
HI
5624
Harrington Investments
California
$175M +$13.4M +8% 7.32% 92.5% 82 1.22%
WFA
5625
WMG Financial Advisors
Tennessee
$175M +$21.4M +14% 6.68% 68% 149 18.12%