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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
CWM
6326
Certus Wealth Management
California
$147M -$2.1M -1% 2.28% 57 7.02%
DIS
6327
Diversified Investment Strategies
Louisiana
$147M -$6.08M -4% 2.96% 86% 54 11.11%
WB
6328
West Bancorporation
Iowa
$147M -$4.99M -3% 3.01% 64.4% 99 10.1%
MSWA
6329
Marshall & Sterling Wealth Advisors
New York
$147M +$2.44M +2% 2.05% 668 50.45%
ADMI
6330
Albert D. Mason Inc
Massachusetts
$147M -$2.55M -2% 0.51% 82% 152 9.87%
LFASL
6331
Lugano Financial Advisors SA (LFA)
Switzerland
$147M -$5.87M -4% 0.12% 44.9% 209 16.27%
EFIC
6332
Eliot Finkel Investment Counsel
California
$147M -$9.98M -6% 0.51% 55.2% 33 9.09%
SP
6333
Successful Portfolios
Florida
$147M -$2.43M -2% 0.99% 101% 163 4.29%
CGA
6334
Channing Global Advisors
Florida
$147M -$3.14M -2% 1.58% 131% 54 20.37%
WWM
6335
Wolff Wiese Magana
California
$147M -$4.12M -3% 0.79% 136% 1,043 12.85%
SFG
6336
Seamount Financial Group
Colorado
$147M +$2.11M +1% 1.64% 102 6.86%
FWP
6337
Forefront Wealth Partners
Texas
$147M +$12.7M +9% 3.05% 134 36.57%
FRA
6338
FFG Retirement Advisors
Colorado
$147M -$6.17M -4% 0.31% 41.1% 49 22.45%
AMAL
6339
Asset Management Advisors LLC
Oklahoma
$147M +$9.5M +7% 7.82% 124% 16 6.25%
AIMA
6340
Ables Iannone Moore & Associates
Georgia
$147M -$15.3M -9% 7% 58 6.9%
DC
6341
Destiny Capital
Colorado
$147M -$18.1M -11% 3.73% 49 8.16%
KWM
6342
Kiker Wealth Management
Georgia
$147M +$23.2M +19% 1.15% 735 78.1%
RHDIC
6343
R.H. Dinel Investment Counsel
California
$147M -$3.24M -2% 0.94% 34.1% 42 0%
PCM
6344
Palouse Capital Management
Washington
$147M -$3.85M -3% 0.78% 67.8% 147 12.93%
MCM
6345
Masterton Capital Management
New York
$147M -$30M -17% 4.71% 3.52% 22 4.55%
FOFP
6346
Fee-Only Financial Planning
South Carolina
$146M -$8.33M -5% 3.48% 54.6% 41 2.44%
GF
6347
GGM Financials
Ohio
$146M +$52.6M +56% 3.65% 62 12.9%
BCPWM
6348
Bradley & Co Private Wealth Management
Florida
$146M -$13.7M -9% 4.94% 189 1.59%
OCM
6349
Orchard Capital Management
Illinois
$146M -$107M -42% 9.59% 102% 58 32.76%
NWMP
6350
Noble Wealth Management PBC
Colorado
$146M +$2.18M +2% 0.89% 514 15.37%