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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
SWP
5751
Significant Wealth Partners
Illinois
$204M +$8.43M +4% 2.16% 103 17.48%
TFG
5752
Team Financial Group
California
$203M +$30.1M +17% 5.23% 42.4% 252 84.92%
AWA
5753
Aletheian Wealth Advisors
Washington
$203M +$25.4M +14% 9.56% 104 12.5%
EF
5754
Elite Financial
Idaho
$203M +$14.1M +7% 7.02% 113 53.98%
TIG
5755
Tribune Investment Group
New York
$203M -$29.8M -13% 20.5% 46 80.43%
CHA
5756
Cooper/Haims Advisors
New York
$203M +$18.5M +10% 6.87% 53.1% 89 15.73%
ATC
5757
Advantage Trust Company
Kansas
$203M +$38M +23% 11.4% 208 27.88%
PI
5758
Point72 Italy
Italy
$203M +$101M +100% 29.9% 39 64.1%
JAM
5759
JW Asset Management
Florida
$203M +$26.3M +15% 16.6% 251% 21 23.81%
WAG
5760
Wheelhouse Advisory Group
Missouri
$203M +$27.8M +16% 9.27% 41 4.88%
AP
5761
Aspect Partners
Virginia
$203M +$28.2M +16% 7.62% 675 19.7%
BGA
5762
Battery Global Advisors
Massachusetts
$203M +$23.6M +13% 11.6% 143 3.5%
ANHIM
5763
Alan N. Hoffman Investment Management
Massachusetts
$203M +$8.96M +5% 8.51% 76.8% 15 13.33%
WAM
5764
Worth Asset Management
Texas
$203M +$19.7M +11% 9.81% 115% 179 42.46%
CWA
5765
Carolina Wealth Advisors
South Carolina
$203M +$17.3M +9% 4.88% 57.5% 312 22.44%
KCM
5766
KM Capital Management
Texas
$203M +$17.1M +9% 10.2% 60.8% 60 16.67%
JCFM
5767
JBR Co Financial Management
Oklahoma
$203M +$31.6M +19% 14.9% 122 13.11%
PWM
5768
Pacific Wealth Management
California
$203M +$20.6M +11% 5.74% 68.9% 23 26.09%
EHWM
5769
Eads & Heald Wealth Management
Georgia
$202M +$5.53M +3% 9.16% 84.4% 143 9.79%
PFSC
5770
Peoples Financial Services Corp
Pennsylvania
$202M -$5.83M -3% 8.68% 93% 261 3.07%
AWA
5771
AmeriServ Wealth Advisors
Pennsylvania
$202M +$29.4M +17% 6.63% 64 14.06%
TWA
5772
Tandem Wealth Advisors
Arizona
$202M +$11M +6% 6.36% 43.1% 55 14.55%
NPI
5773
New Perspectives Inc
Mississippi
$202M +$14.8M +8% 8.92% 40 15%
PP
5774
Patron Partners
Texas
$202M +$17.1M +9% 9.2% 90.2% 185 10.81%
SIA
5775
Schear Investment Advisers
Ohio
$202M +$28.4M +16% 21.3% 240% 93 11.83%