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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
BICM
5751
Breach Inlet Capital Management
South Carolina
$204M +$28.6M +16% 13.2% 11 27.27%
PA
5752
PSI Advisors
Florida
$204M -$104M -34% 6.62% 58.2% 774 87.47%
SWP
5753
Significant Wealth Partners
Illinois
$204M +$8.43M +4% 2.16% 103 17.48%
TFG
5754
Team Financial Group
California
$203M +$30.1M +17% 5.23% 42.4% 252 84.92%
AWA
5755
Aletheian Wealth Advisors
Washington
$203M +$25.4M +14% 9.56% 104 12.5%
EF
5756
Elite Financial
Idaho
$203M +$14.1M +7% 7.02% 113 53.98%
TIG
5757
Tribune Investment Group
New York
$203M -$29.8M -13% 20.5% 46 80.43%
CHA
5758
Cooper/Haims Advisors
New York
$203M +$18.5M +10% 6.87% 53.1% 89 15.73%
ATC
5759
Advantage Trust Company
Kansas
$203M +$38M +23% 11.4% 208 27.88%
PI
5760
Point72 Italy
Italy
$203M +$101M +100% 29.9% 39 64.1%
JAM
5761
JW Asset Management
Florida
$203M +$26.3M +15% 16.6% 251% 21 23.81%
WAG
5762
Wheelhouse Advisory Group
Missouri
$203M +$27.8M +16% 9.27% 41 4.88%
AP
5763
Aspect Partners
Virginia
$203M +$28.2M +16% 7.62% 675 19.7%
BGA
5764
Battery Global Advisors
Massachusetts
$203M +$23.6M +13% 11.6% 143 3.5%
ANHIM
5765
Alan N. Hoffman Investment Management
Massachusetts
$203M +$8.96M +5% 8.51% 76.8% 15 13.33%
WAM
5766
Worth Asset Management
Texas
$203M +$19.7M +11% 9.81% 115% 179 42.46%
CWA
5767
Carolina Wealth Advisors
South Carolina
$203M +$17.3M +9% 4.88% 57.5% 312 22.44%
KCM
5768
KM Capital Management
Texas
$203M +$17.1M +9% 10.2% 60.8% 60 16.67%
JCFM
5769
JBR Co Financial Management
Oklahoma
$203M +$31.6M +19% 14.9% 122 13.11%
PWM
5770
Pacific Wealth Management
California
$203M +$20.6M +11% 5.74% 68.9% 23 26.09%
EHWM
5771
Eads & Heald Wealth Management
Georgia
$202M +$5.53M +3% 9.16% 84.4% 143 9.79%
PFSC
5772
Peoples Financial Services Corp
Pennsylvania
$202M -$5.83M -3% 8.68% 93% 261 3.07%
AWA
5773
AmeriServ Wealth Advisors
Pennsylvania
$202M +$29.4M +17% 6.63% 64 14.06%
TWA
5774
Tandem Wealth Advisors
Arizona
$202M +$11M +6% 6.36% 43.1% 55 14.55%
NPI
5775
New Perspectives Inc
Mississippi
$202M +$14.8M +8% 8.92% 40 15%