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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
FIS
6401
Fischer Investment Strategies
California
$210M +$38.2M +22% 15% 81% 52 19.23%
AWMNY
6402
Arcadia Wealth Management (New York)
New York
$210M +$24.8M +13% 13.3% 61 14.75%
AW
6403
Apricus Wealth
South Carolina
$210M +$4.27M +2% 5.14% 78.8% 131 9.92%
SC
6404
Shearwater Capital
Colorado
$209M +$18.7M +10% 11% 64.2% 73 13.7%
TIA
6405
Trust Investment Advisors
Indiana
$209M +$38.5M +23% 32.5% 167% 101 15.84%
IF
6406
Integrity Financial
Wyoming
$209M +$8.32M +4% 14.2% 66.3% 318 16.35%
SHFA
6407
Sherrill & Hutchins Financial Advisory
Georgia
$209M +$39.9M +24% 9.26% 20 25%
SWMG
6408
Sard Wealth Management Group
Georgia
$209M +$25.2M +14% 11% 64 10.94%
HI
6409
Humankind Investments
New York
$209M +$34M +19% 18.2% 62.5% 24 25%
PIA
6410
Panoramic Investment Advisors
Colorado
$209M +$24.1M +13% 12.9% 145 13.1%
NED
6411
Nancy E. Dempze
$209M +$26.9M +15% 23.6% 83.1% 97 11.34%
PAM
6412
Peninsula Asset Management
Florida
$209M +$13.1M +7% 9.36% 44.1% 56 8.93%
HFS
6413
Hoge Financial Services
Pennsylvania
$209M +$22.1M +12% 12.4% 87 21.84%
IA
6414
IFS Advisors
Kansas
$209M +$14.8M +8% 8.74% 48.3% 226 6.64%
RC
6415
RLH Capital
New York
$209M +$12M +6% 0.19% 180 67.78%
PFG
6416
Pacific Financial Group
Washington
$209M +$23M +12% 14.5% 61.1% 90 8.89%
FAG
6417
Financial Architects (Georgia)
Georgia
$209M +$18.9M +10% 9.49% 25 4%
OWA
6418
Oak Wealth Advisors
Illinois
$208M +$26.5M +15% 12.4% 68 16.18%
CCAM
6419
Capelight Capital Asset Management
New York
$208M +$74.4M +55% 96.8% 50 58%
AWM
6420
Aberdeen Wealth Management
Illinois
$208M -$11.1M -5% 15.8% 73.1% 436 61.01%
PA
6421
Promethium Advisors
Maryland
$208M +$15.2M +8% 9.08% 130 20%
AWP
6422
Axis Wealth Partners
Rhode Island
$208M +$20.2M +11% 9.99% 197 18.78%
MGWA
6423
Monument Group Wealth Advisors
Massachusetts
$208M +$28.1M +16% 12.5% 44 2.27%
MF
6424
Meridian Financial
Massachusetts
$208M +$25.2M +14% 12.5% 52.8% 152 11.18%
AAA
6425
Andrews Advisory Associates
Hawaii
$208M +$18.2M +10% 9.1% 89 11.24%