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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
SWM
5826
SFG Wealth Management
Maryland
$150M +$24.4M +19% 11.9% 82.1% 102 20.59%
AFA
5827
AA Financial Advisors
Ohio
$150M 8.83% 63
BSAM
5828
Blue Square Asset Management
New York
$150M +$14.4M +11% 12% 104% 84 20.24%
WSL
5829
Western Standard LLC
California
$150M +$39.5M +36% 8.85% 83.7% 39 48.72%
PSA
5830
Plum Street Advisors
Louisiana
$150M 9.15% 59
II
5831
Ironclad Investments
Florida
$150M 11.2% 3
PAEMF
5832
Panview Asian Equity Master Fund
Hong Kong
$150M +$83.1M +124% 11.1% 145% 11 45.45%
TCG
5833
Transcendent Capital Group
Oklahoma
$150M 10.2% 338
TCPG
5834
Trivant Custom Portfolio Group
California
$150M +$14M +10% 12.1% 86.1% 228 20.61%
TCM
5835
TAM Capital Management
Connecticut
$150M -$1.64M -1% 14.7% 4.15% 19 57.89%
UWS
5836
Unique Wealth Strategies
Illinois
$150M 11.2% 133
CA
5837
Cresta Advisors
Texas
$150M +$20.8M +16% 11.4% 59.1% 53 13.21%
NPFS
5838
Novak & Powell Financial Services
Florida
$150M 11.5% 150
FAM
5839
Family Asset Management
South Carolina
$150M +$14.3M +11% 9.57% 205 20.98%
SVWG
5840
Shared Vision Wealth Group
United States
$150M 10.1% 77
ECM
5841
EMC Capital Management
Texas
$150M +$13.5M +10% 14.8% 291 5.15%
FWS
5842
FinDec Wealth Services
California
$150M +$11.2M +8% 9.5% 47.6% 49 22.45%
PFA
5843
Peak Financial Advisors
Colorado
$150M +$57.1M +62% 8.72% 40.1% 77 40.26%
NCM
5844
Northland Capital Management
Minnesota
$150M +$1.84M +1% 7.25% 36.1% 34 11.76%
WFC
5845
Western Financial Corp
California
$150M +$13.1M +10% 14.3% 260% 116 14.66%
RFA
5846
Register Financial Advisors
Georgia
$150M +$13M +9% 13.7% 126% 650 63.38%
GFL
5847
Granite FO LLC
New Hampshire
$149M +$7.22M +5% 8.59% 111% 163 3.07%
ACP
5848
Altitude Crest Partners
Connecticut
$149M 12.2% 12
AAMC
5849
Asset Allocation & Management Company
Illinois
$149M -$17.7M -11% 9.12% 53.8% 55 20%
CCG
5850
Catalina Capital Group
California
$149M 8.86% 177