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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 Avg Holding
Period (Yrs)
GIM
5826
Greenwich Investment Management
Connecticut
$126M -$6.2M -5% 3.3% – 49 22.45% 3.5
Paces Ferry Wealth Advisors
5827
Paces Ferry Wealth Advisors
Georgia
$126M -$7.04M -5% 3.33% 72% 112 9.82% 2.4
Rise Advisors
5828
Rise Advisors
New York
$126M -$3.21M -2% 3.07% 62.8% 704 11.36% 1.6
SFG Wealth Management
5829
SFG Wealth Management
Maryland
$126M +$6.55M +5% 2.02% 86.3% 109 27.52% 1.1
Lederer & Associates Investment Counsel
5830
Lederer & Associates Investment Counsel
California
$126M -$6.67M -5% 3.83% 92.7% 90 10% 5.1
Interchange Capital Partners
5831
Interchange Capital Partners
Pennsylvania
$126M -$5.23M -4% 3.19% 106% 168 23.21% 1.2
Hutchens & Kramer Investment Management Group
5832
Hutchens & Kramer Investment Management Group
Indiana
$126M +$657K +0.5% 0.23% 83% 129 18.6% 1.2
Blue Investment Partners
5833
Blue Investment Partners
California
$126M -$5.35M -4% 5.96% – 33 27.27% 0.6
Financial Council
5834
Financial Council
Maryland
$126M -$5.31M -4% 4.01% 80% 72 11.11% 1.4
Precept Management
5835
Precept Management
Texas
$126M +$52M +70% 4.05% 110% 36 47.22% 0.8
BC
5836
Bowman & Company
Wisconsin
$126M -$6.42M -5% 2.75% 59.7% 89 5.62% 1.4
MA
5837
McBroom & Associates
Nevada
$126M -$1.17M -0.9% 3.38% 133% 38 7.89% 1.4
BCR Wealth Strategies
5838
BCR Wealth Strategies
Alabama
$126M -$3.78M -3% 3.35% 42.2% 19 0% 1.6
Beirne Wealth Consulting Services
5839
Beirne Wealth Consulting Services
Connecticut
$125M +$94 +0% 3.4% 81.9% 94 0% 2.6
Swan Capital
5840
Swan Capital
Florida
$125M – – 4.1% 47.9% 31 – 0.4
Piedmont Capital Management (Montana)
5841
Piedmont Capital Management (Montana)
Montana
$125M -$6.41M -5% 3.74% 94% 47 8.51% 1.7
Naman Capital
5842
Naman Capital
Brazil
$125M -$21.8M -15% 1.6% 89.9% 11 9.09% 3.4
Arrow Investment Advisors
5843
Arrow Investment Advisors
Maryland
$125M -$1.86M -1% 2.32% 36.3% 70 44.29% 1.2
VCM
5844
Viewpoint Capital Management
Washington
$125M -$4.18M -3% 3.36% 127% 128 5.47% 1.5
Finer Wealth Management
5845
Finer Wealth Management
Massachusetts
$125M -$2.92M -2% 2.08% 175% 85 9.41% 1.5
Shelton Wealth Management
5846
Shelton Wealth Management
Texas
$125M -$3.96M -3% 1.81% 89.4% 70 10% 1.5
SLFPAM
5847
St. Louis Financial Planners Asset Management
Missouri
$125M +$25.1M +25% 0.7% 139% 37 62.16% 0.4
Mills Wealth Advisors
5848
Mills Wealth Advisors
Texas
$125M -$6.65M -5% 1.99% 37.9% 51 11.76% 0.6
V Wealth Advisors
5849
V Wealth Advisors
Kansas
$125M -$475M -79% 3.03% 36.9% 388 72.94% 3.8
HTG Investment Advisors
5850
HTG Investment Advisors
Connecticut
$125M +$3.7M +3% 3.65% 57.4% 54 9.26% 0.7