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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
VAF
5651
Values Added Financial
District of Columbia
$225M +$18.6M +9% 6.61% 58.3% 130 7.69%
FWM
5652
Fortress Wealth Management
California
$225M +$17.5M +8% 5.71% 52.1% 75 4%
AFO
5653
Aurelius Family Office
New Hampshire
$225M +$13.2M +6% 5.36% 49 6.12%
SIA
5654
Schear Investment Advisers
Ohio
$225M +$22.5M +11% 11.1% 240% 86 0%
PPA
5655
Pilgrim Partners Asia
Singapore
$225M 15.6% 155
CFC
5656
Client First Capital
California
$224M +$10.9M +5% 5.86% 49.6% 26 26.92%
I2I
5657
Insight 2811 Inc
Illinois
$224M +$13.2M +6% 4.73% 30.8% 96 10.42%
FL
5658
FreeGulliver LLC
Louisiana
$224M +$5.22M +2% 8.62% 120 44.17%
SCA
5659
Sassicaia Capital Advisers
New York
$224M +$64.8M +41% 25% 4,519% 64 82.81%
GWM
5660
Glass Wealth Management
Texas
$224M +$36.5M +19% 14.8% 58 6.9%
IWS
5661
Integrity Wealth Solutions
Colorado
$224M +$19.1M +9% 7.67% 125 16%
PPWM
5662
PFG Private Wealth Management
Florida
$224M +$30.1M +15% 7.67% 48.3% 155 88.39%
CA
5663
Cresta Advisors
Texas
$224M +$18.9M +9% 7.1% 59.1% 50 10%
TW
5664
Traveka Wealth
California
$224M +$35.2M +19% 7.84% 177 23.16%
MAWAG
5665
Mid-American Wealth Advisory Group
Missouri
$224M +$13.7M +7% 1.61% 12.3% 350 88.86%
IWA
5666
IVC Wealth Advisors
Pennsylvania
$224M +$18.7M +9% 7% 70.8% 191 13.09%
WW
5667
Windle Wealth
Oklahoma
$224M +$19M +9% 8.97% 73% 33 0%
TCG
5668
Transcendent Capital Group
Oklahoma
$223M +$28.9M +15% 7.43% 126 28.57%
NPI
5669
New Perspectives Inc
Mississippi
$223M +$21.2M +10% 6.97% 41 14.63%
PF
5670
Penney Financial
Texas
$223M +$26.6M +14% 5.32% 51 21.57%
EFA
5671
Edge Financial Advisors
Illinois
$223M +$33.4M +18% 7.45% 141 15.6%
AWM
5672
Ariadne Wealth Management
California
$223M +$14M +7% 10.1% 261 18.01%
FGG
5673
Financial Guidance Group
Florida
$223M +$17.2M +8% 6.3% 52% 87 5.75%
TRIA
5674
Trail Ridge Investment Advisors
Colorado
$223M +$15.1M +7% 7.68% 76% 110 8.18%
FS
5675
Financial Symmetry
North Carolina
$223M +$29.4M +15% 7.25% 54 11.11%