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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
LAS
6451
LWM Advisory Services
Florida
$135M +$15.9M +13% 6.42% 58.8% 96 19.79%
MAM
6452
Mainsail Asset Management
Alabama
$135M +$8.72M +7% 8.01% 65 23.08%
PWSG
6453
Pacific Wealth Strategies Group
California
$135M +$13.8M +11% 6.83% 75.5% 53 16.98%
HCM
6454
Heights Capital Management
California
$135M 18% 138
TNAM
6455
Terra Nova Asset Management
New York
$135M +$7.99M +6% 10.7% 128% 87 9.2%
EWA
6456
Elevate Wealth Advisory
Georgia
$135M +$11.5M +9% 6.77% 121 8.26%
AA
6457
AlphaCentric Advisors
Puerto Rico
$135M -$1.28M -0.9% 9.75% 245 17.55%
WF
6458
Wayfinding Financial
Washington
$134M -$43.2M -24% 3.84% 58.7% 128 72.66%
WAM
6459
WealthTrust Asset Management
Florida
$134M -$2.78M -2% 7% 97.9% 109 39.45%
OA
6460
Oceanside Advisors
South Carolina
$134M +$10.4M +8% 5.87% 50 8%
SCH
6461
Shengqi Capital (HK)
Hong Kong
$134M 17.7% 3
RC
6462
Rareview Capital
Nevada
$134M +$29.4M +28% 5.6% 55 29.09%
CPL
6463
CAP Partners LLC
Tennessee
$134M +$10.8M +9% 6.95% 137 13.14%
D
6464
Dentgroup
Louisiana
$134M +$9.73M +8% 5.86% 53.6% 89 16.85%
KFG
6465
Kingdom Financial Group
Arizona
$134M -$14M -9% 5.31% 33% 55 16.36%
SMWM
6466
Silvia McColl Wealth Management
California
$134M +$12.7M +11% 6.33% 76.1% 120 18.33%
AHIA
6467
Andrew Hill Investment Advisors
Florida
$134M +$12.8M +11% 11.8% 58 29.31%
IAP
6468
Indie Asset Partners
Indiana
$134M +$7.92M +6% 3.14% 121% 119 17.65%
OFG
6469
OmniStar Financial Group
North Carolina
$133M +$23M +21% 8.71% 67.1% 172 60.47%
BDS
6470
Banco de Sabadell
Florida
$133M -$2.84M -2% 5.45% 66% 61 4.92%
SL
6471
SFM LLC
New Hampshire
$133M +$652K +0.5% 4.83% 55 0%
MPCA
6472
Madison Park Capital Advisors
Washington
$133M +$13.7M +11% 6.3% 82 17.07%
DJFS
6473
Dean Jacobson Financial Services
Texas
$133M +$9.32M +8% 8.69% 44.2% 17 35.29%
WH
6474
Wallace Hart
Kentucky
$133M +$4.63M +4% 4.37% 33 33.33%
GCM
6475
GeoSphere Capital Management
Florida
$133M -$69.2M -34% 1.79% 419% 49 65.31%