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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
MA
6401
Marquette Associates
Illinois
$133M -$8.69M -6% 0.1% 41 21.95%
EWM
6402
Echo Wealth Management
Minnesota
$133M +$12.1M +10% 0.85% 41% 47 12.77%
CP
6403
Catalys Pacific
Japan
$132M -$15.6M -11% 9.5% 3 0%
MWM
6404
Magnolia Wealth Management
Alabama
$132M -$112M -46% 1.39% 45.4% 21 52.38%
CV
6405
Counterweight Ventures
North Carolina
$132M +$8.23M +7% 5.08% 64 1.56%
WPWM
6406
Western Pacific Wealth Management
Illinois
$132M -$5.63M -4% 1.3% 66.3% 310 28.39%
DAM
6407
Draper Asset Management
New York
$132M +$17.3M +15% 18.7% 153% 31 22.58%
SWM
6408
Sanctuary Wealth Management
Idaho
$132M +$9.25M +8% 0.92% 319 32.29%
SFG
6409
Sowa Financial Group
Rhode Island
$132M +$9.52M +8% 7.56% 77.7% 36 33.33%
GGA
6410
Granite Group Advisors
Connecticut
$132M -$16.5M -11% 5.31% 99 17.17%
MSRI
6411
Michael S. Ryan Inc
New York
$132M +$5.21M +4% 0.58% 60.4% 49 14.29%
FDDB
6412
Fidelity D&D Bancorp
Pennsylvania
$132M -$1.17M -0.9% 0.23% 59.6% 110 11.82%
CNWM
6413
Clay Northam Wealth Management
California
$132M +$7.7M +6% 6.52% 107% 94 12.77%
FIC
6414
FCG Investment Company
Tennessee
$132M +$6.82M +5% 6.4% 104 14.42%
ACM
6415
Alethea Capital Management
Washington
$132M +$8.68M +7% 9.1% 275% 52 78.85%
O3W
6416
Omni 360 Wealth
New Jersey
$132M +$10.7M +9% 1.77% 110 8.18%
CWM
6417
Certus Wealth Management
California
$132M +$6.03M +5% 3.31% 54 11.11%
NRWA
6418
North Ridge Wealth Advisors
Oregon
$132M +$2.71M +2% 0.12% 29.5% 43 11.63%
OPL
6419
Orland Properties Ltd
British Virgin Islands
$132M -$45.3M -26% 4.32% 77.6% 13 15.38%
SIM
6420
Sterling Investment Management
Arizona
$132M -$10.2M -7% 1.1% 44.1% 65 15.38%
SWMP
6421
Signature Wealth Management Partners
New Jersey
$132M +$8.68M +7% 4.5% 80.4% 107 8.41%
FWM
6422
FMB Wealth Management
California
$132M +$6.16M +5% 2.15% 71.1% 72 11.11%
CIM
6423
Chapman Investment Management
California
$132M -$4.21M -3% 3.3% 44% 33 6.06%
LFA
6424
Longview Financial Advisors
Alabama
$131M -$1.74M -1% 1.77% 45 4.44%
MWVC
6425
Morgens Waterfall Vintiadis & Co
New York
$131M -$13.3M -9% 12.4% 594% 42 59.52%