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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
GWMI
6376
Guardian Wealth Management (Illinois)
Illinois
$118M +$11.5M +11% 10.3% 103% 265 17.36%
WWS
6377
Wellington Wealth Strategies
Indiana
$118M 9.89% 94
CAM
6378
Campion Asset Management
Virginia
$118M +$9.9M +9% 10.9% 59.3% 100 8%
SMF
6379
Sterling Manor Financial
New York
$118M +$7.68M +7% 9.61% 42.4% 27 37.04%
CCM
6380
Cambridge Capital Management
Illinois
$118M 11.5% 32
FFG
6381
Foundry Financial Group
New Hampshire
$118M 8.28% 51
ICMP
6382
Integrated Capital Management (Pennsylvania)
Pennsylvania
$118M +$4.71M +4% 6.94% 38.3% 82 9.76%
VMV
6383
Venrock Management VI
California
$118M 35.7% 1
CWM
6384
Certus Wealth Management
California
$118M +$13.3M +13% 9.21% 59 16.95%
EAM
6385
Exane Asset Management
France
$118M -$6.58M -5% 19.5% 77.5% 10 40%
BCM
6386
Bancreek Capital Management
California
$118M +$6.48M +6% 8.88% 33.6% 19 15.79%
NFA
6387
Northwest Financial Advisors
Virginia
$118M 10.8% 563
SM
6388
Salzhauer Michael
$118M +$23.7M +25% 27.3% 107% 93 21.51%
ASFA
6389
All Season Financial Advisors
Colorado
$118M +$18.8M +19% 8.78% 33.8% 115 40.87%
TDC
6390
Thompson Davis & Co
Virginia
$118M +$36.7M +45% 60.7% 200% 143 46.15%
BCM
6391
BluePath Capital Management
Georgia
$117M +$8.61M +8% 7.29% 101% 342 71.05%
LFGH
6392
Lee Financial Group Hawaii
Hawaii
$117M +$8.48M +8% 8.05% 12.9% 32 12.5%
MAG
6393
Mayfair Advisory Group
Alabama
$117M +$13.8M +13% 8.33% 54.7% 140 17.86%
PM
6394
Plustick Management
Virginia
$117M -$9.77M -8% 8.93% 1,098% 23 30.43%
WWC
6395
Waypoint Wealth Counsel
Georgia
$117M +$11.3M +11% 10.8% 79.8% 101 11.88%
BFP
6396
Briaud Financial Planning
Texas
$117M -$6.17M -5% 10.4% 81.6% 178 94.94%
MGWA
6397
Monument Group Wealth Advisors
Massachusetts
$117M 10.6% 43
KA
6398
Kearns & Associates
California
$117M +$11.2M +11% 11.2% 69.4% 45 11.11%
AHL
6399
Abel Hall LLC
Louisiana
$117M 10.8% 122
DJFS
6400
Dean Jacobson Financial Services
Texas
$117M +$8.89M +8% 12.5% 44.2% 15 40%