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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
AFS
6201
AFG Fiduciary Services
Massachusetts
$149M +$5.13M +4% 5.44% 61.9% 84 20.24%
LWA
6202
Ledgewood Wealth Advisors
New Hampshire
$148M +$32.5M +28% 9.26% 72 16.67%
MI
6203
Motiv8 Investments
Florida
$148M +$14M +10% 5.07% 88 11.36%
CFM
6204
Capricorn Fund Managers
United Kingdom
$148M +$6.65M +5% 4.74% 169% 60 20%
GWM
6205
Greenhouse Wealth Management
Connecticut
$148M +$11.5M +8% 5.99% 65.7% 60 6.67%
SFB
6206
STAR Financial Bank
Indiana
$148M +$18.6M +14% 5.31% 48.4% 126 17.46%
NIP
6207
Norwood Investment Partners
California
$148M -$7.06M -5% 3.09% 22.2% 14 35.71%
PSC
6208
Piper Sandler & Co
Minnesota
$148M +$20.2M +16% 0.02% 0.04% 38 7.89%
GCL
6209
Gouws Capital LLC
North Carolina
$148M +$8.37M +6% 5.14% 114% 45 11.11%
PCU
6210
Palliser Capital (UK)
United Kingdom
$148M +$48.4M +49% 15.5% 74.2% 11 9.09%
WHCI
6211
W.H. Cornerstone Investments
Massachusetts
$148M +$6.94M +5% 5.92% 47.2% 136 21.32%
SR
6212
Syntax Research
Florida
$148M +$21.6M +17% 5.19% 201 18.41%
EAM
6213
Exome Asset Management
New York
$148M +$35.6M +32% 11.9% 82 64.63%
WFS
6214
Walker Financial Services
Kentucky
$148M +$20M +16% 4.96% 18.9% 30 16.67%
GWM
6215
Global Wealth Management
New Jersey
$148M 5.46% 26
SP
6216
Successful Portfolios
Florida
$148M +$4.67M +3% 5.42% 101% 169 10.06%
SC
6217
Stephenson & Company
California
$148M +$12.9M +10% 7.52% 39 7.69%
BFM
6218
Broadview Financial Management
Wisconsin
$148M +$10.4M +8% 6.82% 41.8% 42 4.76%
SMF
6219
Sterling Manor Financial
New York
$148M +$16.3M +12% 6.4% 42.4% 31 32.26%
NWMG
6220
National Wealth Management Group
Ohio
$148M +$16.4M +12% 5.77% 123% 172 42.44%
RA
6221
RiverTree Advisors
Florida
$147M +$1.14M +0.8% 2.92% 25.4% 36 19.44%
LTL
6222
Lowery Thomas LLC
California
$147M +$10.3M +8% 4.64% 55.8% 53 15.09%
SSCM
6223
Spectrum Strategic Capital Management
Oregon
$147M +$10.6M +8% 4.47% 29 13.79%
ATC
6224
Advantage Trust Company
Kansas
$147M +$8M +6% 5.95% 177 20.9%
EWS
6225
Evergreen Wealth Solutions
Pennsylvania
$147M +$6.32M +4% 5.22% 64.5% 119 11.76%