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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
SMWM
6751
Silvia McColl Wealth Management
California
$148M +$10.1M +7% 118
S
6752
Steadtrust
Texas
$148M +$20.4M +16% 128
AWM
6753
Allen Wealth Management
North Carolina
$148M +$4.54M +3% 62
SFG
6754
Somnio Financial Group
Connecticut
$147M +$7.75M +6% 13
HCM
6755
Helios Capital Management
Singapore
$147M +$17.5M +13% 37
NL
6756
NDWM LLC
California
$147M +$10.8M +8% 34
EP
6757
Elkhorn Partners
Nebraska
$147M +$9.8M +7% 40
CFG
6758
Certior Financial Group
Pennsylvania
$147M +$17M +13% 139
SM
6759
Soapstone Management
Maryland
$147M -$3.36M -2% 17
1IA
6760
1620 Investment Advisors
Massachusetts
$147M +$6.26M +4% 710
PIP
6761
PB Investment Partners
California
$147M +$234K +0.2% 8
OCM
6762
Occam Crest Management
Connecticut
$147M 25
PAM
6763
Pacific Asset Management
Washington
$147M +$23M +18% 65
RFA
6764
Reyes Financial Architecture
California
$147M +$31.3M +27% 327
AFA
6765
Antonelli Financial Advisors
Michigan
$147M +$8.68M +6% 48
SC
6766
Settian Capital
New York
$147M +$5.25M +4% 23
ZC
6767
Zeit Capital
Colorado
$147M +$7.23M +5% 28
CWR
6768
Chico Wealth RIA
California
$147M +$20.7M +16% 39
AIA
6769
Accelerate Investment Advisors
California
$147M +$12.6M +9% 126
AAG
6770
Accordant Advisory Group
Maryland
$147M +$12.7M +9% 185
PAS
6771
Parsonex Advisory Services
Colorado
$147M +$27M +22% 105
ADBIC
6772
A.D. Beadell Investment Counsel
Wisconsin
$147M +$15.7M +12% 98
AUIM
6773
Aegon USA Investment Management
Iowa
$147M +$13.3M +10% 47
SWM
6774
Sagace Wealth Management
Florida
$147M +$13M +10% 72
CWA
6775
CogentBlue Wealth Advisors
Tennessee
$147M +$16.2M +12% 79