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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
WPWM
6001
Western Pacific Wealth Management
Illinois
$137M +$15M +12% 12.8% 45.5% 284 18.66%
AI
6002
Anchor IV
Singapore
$137M +$24.8M +22% 22.2% 1 0%
OFA
6003
Onyx Financial Advisors
Idaho
$137M +$20.5M +18% 10.2% 52.5% 15 46.67%
GC
6004
Gould Capital
Washington
$137M +$13M +10% 11.4% 52% 199 3.52%
FWA
6005
FSC Wealth Advisors
New York
$137M +$40.1M +42% 8.09% 53.6% 297 25.59%
DIS
6006
Diversified Investment Strategies
Louisiana
$136M +$4.63M +4% 14.7% 86% 48 6.25%
SIM
6007
Sterling Investment Management
Arizona
$136M +$23.9M +21% 5.13% 44.1% 66 24.24%
TFM
6008
Trademark Financial Management
Minnesota
$136M 9.22% 86
BWM
6009
BlackDiamond Wealth Management
New York
$136M +$25.5M +23% 8.3% 53.8% 149 24.16%
EWM
6010
Evergreen Wealth Management
Michigan
$136M +$9.45M +7% 9.36% 57% 56 1.79%
MFC
6011
Miramar Fiduciary Corp
Nevada
$136M 11.2% 6
CIA
6012
Cohen Investment Advisors
New Hampshire
$136M +$11.4M +9% 12.4% 76.2% 77 2.6%
PF
6013
Prosperitas Financial
California
$136M +$6.97M +5% 10.4% 68 13.24%
FI
6014
Firetrail Investments
Australia
$136M 12.2% 22
WLC
6015
Walnut Level Capital
Colorado
$136M 10.3% 35
HWM
6016
HighMark Wealth Management
Minnesota
$136M +$15.1M +13% 11.8% 84.2% 613 14.03%
CAM
6017
Cobblestone Asset Management
Virginia
$136M +$14M +12% 7.74% 50.6% 48 29.17%
ASI
6018
Advisory Services & Investments
Oregon
$136M +$21.9M +19% 11.1% 19.9% 34 14.71%
BF
6019
Brogan Financial
Tennessee
$135M +$21.6M +19% 9.31% 35.5% 46 28.26%
SCM
6020
Sebold Capital Management
Illinois
$135M +$12.9M +11% 10.4% 70 7.14%
RWIA
6021
Roger Wittlin Investment Advisory
California
$135M +$17.6M +15% 9.36% 54.1% 42 9.52%
ONSWM
6022
Old North State Wealth Management
North Carolina
$135M +$21.5M +19% 10.7% 76.7% 82 14.63%
PU
6023
Petiole USA
New York
$135M +$26.1M +24% 24.5% 74.9% 40 5%
HHWM
6024
Hiley Hunt Wealth Management
Nebraska
$135M 9.22% 36
SMP
6025
Santa Monica Partners
Florida
$135M +$5.65M +4% 7.64% 123% 17 5.88%