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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
PWM
5851
Pacific Wealth Management
California
$215M +$16.8M +8% 2.36% 37.5% 24 12.5%
CC
5852
Citrine Capital
California
$215M -$549K -0.3% 0.63% 48 6.25%
QHA
5853
Quarry Hill Advisors
Minnesota
$215M +$20.3M +10% 3.29% 62.5% 50 2%
FHWM
5854
Fox Hill Wealth Management
Massachusetts
$215M +$1.5M +0.7% 3.75% 131 19.08%
SIAG
5855
Signet Investment Advisory Group
Rhode Island
$215M +$7M +3% 3.8% 59.6% 72 5.56%
BSA
5856
Bull Street Advisors
Georgia
$215M +$893K +0.4% 2.25% 41.9% 93 5.38%
WA1
5857
Wimmer Associates 1
California
$215M +$7.03M +3% 5.36% 69.4% 112 6.25%
AIM
5858
Alhambra Investment Management
Florida
$215M +$4.36M +2% 3.91% 61.5% 189 13.23%
AIA
5859
Arcadia Investment Advisors
Idaho
$215M +$9.07M +4% 1.96% 51.4% 85 5.88%
WI
5860
Westbourne Investments
Virginia
$215M +$5.71M +3% 5.32% 158 30.38%
MWM
5861
Massachusetts Wealth Management
Massachusetts
$215M +$13.4M +7% 4.8% 77.9% 97 5.15%
FWA
5862
FOCUS Wealth Advisors
Texas
$215M +$6.83M +3% 2.07% 63.8% 59 3.39%
EI
5863
eCIO Inc
Wisconsin
$215M -$53.2M -20% 1.01% 207 74.4%
EWS
5864
Eagle Wealth Strategies
New Jersey
$215M +$13.7M +7% 4.22% 116 8.62%
SSA
5865
SSA Swiss Advisors
$215M -$610K -0.3% 4.3% 117 18.8%
EP
5866
EPIQ Partners
Minnesota
$214M +$2.88M +1% 1.93% 44.3% 79 11.39%
PFSC
5867
Peoples Financial Services Corp
Pennsylvania
$214M -$7.03M -3% 5.1% 93% 263 1.14%
PK
5868
Pflug Koory
Nebraska
$214M +$3.41M +2% 3.99% 425 4%
5SA
5869
5th Street Advisors
Connecticut
$214M +$12.2M +6% 2.91% 39.2% 49 51.02%
AFO
5870
Allie Family Office
Florida
$214M +$3.2M +2% 2.57% 50.9% 109 14.68%
RS
5871
R Squared
Hong Kong
$214M -$18.4M -8% 0.5% 759 61.66%
HWA
5872
Heritage Wealth Architects
Minnesota
$214M +$51.6M +32% 1.66% 75 28%
II
5873
Ironclad Investments
Florida
$214M +$3.28M +2% 2.37% 3 0%
LIP
5874
Landmark Investment Partners
Florida
$214M -$114M -35% 6.25% 82 63.41%
PAM
5875
PSquared Asset Management
Switzerland
$214M +$87.9M +70% 27.8% 158% 19 89.47%