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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
ATIA
6426
American Trust Investment Advisors
New Hampshire
$187M -$6.9M -4% 1.27% 91% 82 7.32%
BSC
6427
Brown Shipley & Co
United Kingdom
$187M -$2.46M -1% 5.42% 101% 78 17.95%
CTC
6428
Cetera Trust Company
Minnesota
$187M +$8.36M +5% 7.58% 361 3.05%
1M
6429
1248 Management
Missouri
$187M +$9.66M +5% 0.9% 170 15.88%
SG
6430
StepStone Group
California
$187M -$25.8M -12% 1.78% 103% 25 44%
BWMG
6431
Barnes Wealth Management Group
California
$187M +$5.25M +3% 1.78% 181 7.18%
KWM
6432
KMT Wealth Management
California
$187M +$1.14M +0.6% 2.2% 17 11.76%
PPA
6433
Pacific Point Advisors
California
$187M +$15.4M +9% 3.19% 143 22.38%
SCM
6434
Superstring Capital Management
New York
$187M +$85.3M +84% 102% 64 75%
EAM
6435
Everstar Asset Management
North Carolina
$187M +$10.2M +6% 0.69% 214 23.83%
BFG
6436
Baron Financial Group
New Jersey
$187M +$3.99M +2% 1.46% 52.1% 59 18.64%
MAMHA
6437
MY.Alpha Management HK Advisors
Hong Kong
$186M +$32M +21% 11.4% 423% 16 68.75%
JD6
6438
J Digital 6
Illinois
$186M -$126M -40% 12.1% 2 0%
IFPL
6439
Investments & Financial Planning LLC
Kentucky
$186M +$1.23M +0.7% 1.19% 63.6% 38 5.26%
PC
6440
Panoramic Capital
California
$186M -$36.2M -16% 21.3% 58 51.72%
CCA
6441
Cypress Capital Advisors
Tennessee
$186M +$10.7M +6% 2.83% 78 7.69%
WWM
6442
Whalen Wealth Management
Nevada
$186M +$15.1M +9% 4.03% 256 57.81%
WAM
6443
Walker Asset Management
Missouri
$186M +$7.72M +4% 6.19% 75.9% 144 6.94%
SPWG
6444
Sage Private Wealth Group
Illinois
$186M +$6.2M +3% 3.56% 67.4% 92 5.43%
FAG
6445
Financial Architects (Georgia)
Georgia
$186M +$10M +6% 0.6% 34 29.41%
GMH
6446
General Motors Holdings
Michigan
$186M +$8.49M +5% 10.4% 4.78% 5 0%
AIM
6447
Archer Investment Management
Texas
$186M +$23.1M +14% 0.67% 120 53.33%
WAM
6448
Waterfall Asset Management
New York
$186M -$717M -79% 3.05% 21 38.1%
GWM
6449
Global Wealth Management
New Jersey
$186M -$4.66M -2% 3.14% 44 27.27%
BWM
6450
Base Wealth Management
Florida
$186M +$10.3M +6% 1.34% 66 13.64%