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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
AWM
6401
Aberdeen Wealth Management
Illinois
$208M -$11.1M -5% 15.8% 73.1% 436 61.01%
PA
6402
Promethium Advisors
Maryland
$208M +$15.2M +8% 9.08% 130 20%
AWP
6403
Axis Wealth Partners
Rhode Island
$208M +$20.2M +11% 9.99% 197 18.78%
MGWA
6404
Monument Group Wealth Advisors
Massachusetts
$208M +$28.1M +16% 12.5% 44 2.27%
MF
6405
Meridian Financial
Massachusetts
$208M +$25.2M +14% 12.5% 52.8% 152 11.18%
AAA
6406
Andrews Advisory Associates
Hawaii
$208M +$18.2M +10% 9.1% 89 11.24%
KTC
6407
Kentucky Trust Company
Kentucky
$208M +$17.1M +9% 15.3% 326 7.67%
AFC
6408
AFT Forsyth & Company
Florida
$208M -$4.54M -2% 20.9% 135% 126 16.67%
ACA
6409
Arena Capital Advisors
California
$208M +$8.23M +4% 3.47% 124% 22 9.09%
IFS
6410
Intelligent Financial Strategies
Minnesota
$208M +$15.9M +8% 9.62% 60.6% 62 3.23%
SCM
6411
Sheridan Capital Management
California
$208M +$18.1M +10% 9.64% 32 6.25%
WBWA
6412
William B. Walkup & Associates
South Carolina
$208M +$40.2M +24% 16.6% 266 41.73%
SCM
6413
Stonebridge Capital Management
California
$208M -$12.3M -6% 33.3% 89 31.46%
BWA
6414
Babb Wealth Advisors
Arizona
$207M +$24.6M +13% 9.09% 20 10%
BP
6415
BCK Partners
New York
$207M +$22.2M +12% 11.1% 44.6% 28 7.14%
SBA
6416
Seven Bridges Advisors
New York
$207M 16.1% 16
RFMS
6417
RWQ Financial Management Services
Florida
$207M +$53.9M +35% 38.5% 415% 27 29.63%
EAM
6418
Everstar Asset Management
North Carolina
$207M +$19.4M +10% 7.96% 213 17.84%
TDWM
6419
Topel & Distasi Wealth Management
California
$207M +$13.8M +7% 9.28% 40% 59 5.08%
RWP
6420
Ridgecrest Wealth Partners
California
$207M +$26.1M +14% 15.8% 89.7% 114 18.42%
LPCM
6421
Lynwood Price Capital Management
Texas
$207M +$20.9M +11% 19.8% 16 31.25%
CPW
6422
Catalyst Private Wealth
California
$207M +$22.5M +12% 15.6% 103% 85 14.12%
SWP
6423
Semus Wealth Partners
Florida
$207M +$27.9M +16% 16.5% 88.7% 121 16.53%
HA
6424
Hofer & Associates
California
$207M +$20.8M +11% 9.76% 54.2% 71 11.27%
MKW
6425
Mullaney, Keating & Wright
Connecticut
$207M +$22.7M +12% 11.7% 75 10.67%