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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
SAS
6476
Sage Advisory Services
Texas
$184M -$7.07M -4% 0.82% 33.9% 48 14.58%
MGWA
6477
Monument Group Wealth Advisors
Massachusetts
$183M +$13.6M +8% 3.13% 52 11.54%
HIMS
6478
Hager Investment Management Services
New Hampshire
$183M -$1.63M -0.9% 5.18% 340 20%
MI
6479
Motiv8 Investments
Florida
$183M -$4.61M -2% 2.41% 1,077 91.09%
LIA
6480
Lynx Investment Advisory
District of Columbia
$183M +$16.1M +10% 3.29% 172 16.28%
CH
6481
Cromwell Holdings
Wyoming
$183M -$3.9M -2% 4.69% 1,049 6.29%
AZ
6482
Alpha Zero
Florida
$183M +$10.5M +6% 1.56% 66 10.61%
HAFG
6483
Hansen & Associates Financial Group
California
$183M -$55.7M -23% 0.99% 48 14.58%
AC
6484
Attessa Capital
Arizona
$183M +$13.2M +8% 2.14% 34 5.88%
BF
6485
Brucke Financial
Indiana
$183M +$12.1M +7% 3.4% 179 15.64%
AW
6486
Alchemi Wealth
Connecticut
$183M 2.84% 150
SG
6487
Straightline Group
Michigan
$183M +$9.36M +5% 0.09% 15 6.67%
AWS
6488
Aspen Wealth Strategies
Colorado
$183M +$2.75M +2% 2.69% 65.8% 88 7.95%
PSB
6489
Passumpsic Savings Bank
Vermont
$183M 3.4% 90
WBWA
6490
William B. Walkup & Associates
South Carolina
$183M -$4M -2% 0.13% 170 5.88%
CIA
6491
Cladis Investment Advisory
Montana
$183M +$7.94M +5% 4.06% 131% 161 14.29%
FFC
6492
Frederick Financial Consultants
Maryland
$183M +$4.36M +2% 2% 112 7.14%
S
6493
Sachetta
Massachusetts
$183M -$86M -32% 2.54% 1,116 11.92%
WWM
6494
Wolff Wiese Magana
California
$183M +$6.08M +3% 3.68% 136% 1,001 9.69%
AIMA
6495
Ables Iannone Moore & Associates
Georgia
$183M +$8.7M +5% 5% 60 6.67%
CPP
6496
Capasso Planning Partners
South Carolina
$183M +$19.5M +12% 2.19% 51.6% 85 28.24%
FIA
6497
FPC Investment Advisory
California
$183M +$15.9M +10% 2% 34 17.65%
SA
6498
Stonebridge Advisors
Connecticut
$183M +$38.4M +27% 1.61% 3.35% 5 20%
4A
6499
4D Advisors
California
$182M -$5.37M -3% 2.34% 52 65.38%
KWM
6500
KRM Wealth Management
Nevada
$182M 2.06% 40