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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
GWAM
6551
Guardian Wealth Advisors (Minnesota)
Minnesota
$200M +$25.9M +15% 13.4% 57.3% 66 3.03%
BGA
6552
Battery Global Advisors
Massachusetts
$200M +$13.6M +7% 13.8% 157 1.91%
CastleKeep Investment Advisors
6553
CastleKeep Investment Advisors
Connecticut
$200M +$15.2M +8% 7.33% 76 13.16%
S
6554
SharpePoint
Arizona
$200M +$31.9M +19% 32% 94 13.83%
RCA
6555
Rose Capital Advisors
Florida
$200M 13% 108
IWAO
6556
Independence Wealth Advisors (Ohio)
Ohio
$199M +$11.7M +6% 10.3% 96 17.71%
CTC
6557
Cetera Trust Company
Minnesota
$199M +$22.4M +13% 21.3% 354 3.39%
SFC
6558
SEG Family Corp
$199M -$26M -12% 10.6% 1 0%
ASI
6559
All-Stars Investment
Hong Kong
$199M -$6.86M -3% 2.29% 41.7% 11 63.64%
RWM
6560
Riverbend Wealth Management
South Carolina
$199M +$24.6M +14% 17.2% 180 17.78%
PMIA
6561
Patrick Mauro Investment Advisor
Illinois
$199M +$25K +0% 3.11% 31.7% 43 18.6%
DT
6562
DBA Trading
Florida
$199M -$2.39M -1% 42.7% 40 5%
MA
6563
McBroom & Associates
Nevada
$199M +$19.3M +11% 18% 133% 40 17.5%
V
6564
ViaWealth
Kansas
$199M +$19.1M +11% 14.3% 77.2% 171 9.36%
PAIA
6565
Park Avenue Institutional Advisers
New York
$199M -$514K -0.3% 0.18% 5 60%
MAMG
6566
Milestone Asset Management Group
Connecticut
$199M +$27.5M +16% 17.3% 134 6.72%
AB
6567
Aozora Bank
Japan
$199M +$155M +355% 0.07% 5.45% 1 0%
HHCP
6568
Hilton Head Capital Partners
South Carolina
$198M +$21.2M +12% 18.3% 1,037 16.68%
AI
6569
Arrien Investments
Idaho
$198M +$13.9M +8% 7.12% 42.7% 48 12.5%
WAM
6570
Walker Asset Management
Missouri
$198M +$13.3M +7% 13.7% 75.9% 157 10.83%
OA
6571
Oceanside Advisors
South Carolina
$198M +$22.9M +13% 9.5% 57 7.02%
OFO
6572
OneAscent Family Office
Alabama
$198M +$55M +38% 18.5% 271 40.59%
FFA
6573
Frazier Financial Advisors
Ohio
$198M +$17.4M +10% 14.5% 859 30.62%
PCMM
6574
Piedmont Capital Management (Montana)
Montana
$198M +$1.4M +0.7% 14.3% 94% 60 20%
S
6575
Steadtrust
Texas
$198M +$21.4M +12% 28.7% 140 17.86%