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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
AWM
5901
Avondale Wealth Management
Texas
$114M -$5.1M -4% 2.38% 78.6% 136 11.76%
BF
5902
Brogan Financial
Tennessee
$114M -$4.19M -4% 3.88% 35.5% 36 0%
ONSWM
5903
Old North State Wealth Management
North Carolina
$114M -$236K -0.2% 4.06% 76.7% 75 9.33%
PCM
5904
Presidio Capital Management
California
$114M -$11M -9% 2.09% 56.1% 44 22.73%
CPWM
5905
Cypress Point Wealth Management
Texas
$114M +$20M +21% 1.41% 226% 55 29.09%
RFO
5906
RiverGlades Family Offices
Florida
$114M +$1.58M +1% 2.93% 79 8.86%
WHCI
5907
W.H. Cornerstone Investments
Massachusetts
$114M +$1.91M +2% 2.72% 47.2% 138 21.74%
ASI
5908
Advisory Services & Investments
Oregon
$114M -$7.36M -6% 4.02% 19.9% 39 25.64%
SA
5909
swisspartners Advisors
Switzerland
$114M -$10.1M -8% 3.11% 86.6% 28 3.57%
IIM
5910
InTrack Investment Management
Vermont
$114M -$8.8M -7% 4.14% 84.9% 145 24.14%
KL
5911
KilterHowling LLC
Colorado
$114M -$3.22M -3% 2.23% 42.1% 55 14.55%
PFA
5912
Plotkin Financial Advisors
Maryland
$114M -$6.62M -6% 4.43% 71.1% 82 9.76%
BMD
5913
Better Money Decisions
New Mexico
$114M -$9.09M -7% 3.23% 32.7% 63 7.94%
ACM
5914
Athyrium Capital Management
New York
$114M -$40.6M -26% 11.1% 25.1% 6 0%
FPW
5915
Flagship Private Wealth
Massachusetts
$114M -$7.23M -6% 4.08% 50.5% 76 7.89%
SA
5916
Syntax Advisors
New York
$114M -$10.6M -9% 3.7% 220 14.55%
GAA
5917
Global Assets Advisory
Florida
$113M +$4.09M +4% 2.58% 65.6% 143 24.48%
CFG
5918
Cosner Financial Group
Colorado
$113M -$7.84M -6% 4.16% 39.5% 24 12.5%
PP
5919
PFS Partners
New Jersey
$113M -$6.02M -5% 2.13% 63.2% 490 7.55%
EWM
5920
Essex Woodlands Management
Texas
$113M -$18.7M -14% 5.57% 203% 6 0%
ICMARC
5921
International City Management Association Retirement Corp
District of Columbia
$113M -$5.11M -4% 4.31% 35.2% 6 0%
APW
5922
Axim Planning & Wealth
Ohio
$113M +$1.88M +2% 9.76% 13.2% 28 14.29%
ICMP
5923
Integrated Capital Management (Pennsylvania)
Pennsylvania
$113M +$1.2M +1% 2.35% 38.3% 82 10.98%
VCM
5924
Verger Capital Management
North Carolina
$113M -$47.9M -30% 2.13% 48% 13 7.69%
CIEP
5925
Constellation Investimentos e Participacoes
Brazil
$113M +$6.87M +6% 5.71% 172% 7 28.57%