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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
BAM
6751
Boyar Asset Management
New York
$158M -$343K -0.2% 80
DJFS
6752
Dean Jacobson Financial Services
Texas
$158M +$20M +15% 19
GA
6753
Gagnon Advisors
New York
$158M -$4.44M -3% 24
IWM
6754
IMG Wealth Management
Florida
$157M +$9.64M +7% 659
PIP
6755
PB Investment Partners
California
$157M +$10.2M +7% 9
FWM
6756
Fingerlakes Wealth Management
New York
$157M +$3.97M +3% 100
SVWA
6757
Sarver Vrooman Wealth Advisors
Missouri
$157M +$1.72M +1% 139
RB
6758
Richmond Brothers
Michigan
$157M -$1.27M -0.8% 36
EU
6759
Emory University
Georgia
$157M +$10.8K +0% 7
FI
6760
FWG Investments
Kentucky
$157M +$11.2M +8% 118
RFN
6761
Redwood Financial Network
Ohio
$157M -$1.07M -0.7% 188
PAS
6762
Parsonex Advisory Services
Colorado
$157M +$9.93M +7% 105
LWP
6763
LFG Wealth Partners
Kentucky
$157M 81
RA
6764
RiverTree Advisors
Florida
$157M +$851K +0.5% 66
AF
6765
Atala Financial
California
$157M -$2.91M -2% 132
AWA
6766
Archvest Wealth Advisors
California
$157M +$44.6M +40% 71
KFO
6767
Kopp Family Office
Minnesota
$157M +$3.03M +2% 26
CPCP
6768
Cedar Point Capital Partners
Iowa
$157M +$4.12M +3% 70
VFS
6769
Valpey Financial Services
New Hampshire
$157M +$3.85M +3% 73
FW
6770
Fidato Wealth
Ohio
$157M +$4.41M +3% 16
SWM
6771
Schwallier Wealth Management
Michigan
$157M -$3.68M -2% 58
BAS
6772
Breakthru Advisory Services
Wisconsin
$156M +$4.52M +3% 68
MCWA
6773
Meadow Creek Wealth Advisors
Georgia
$156M +$5.75M +4% 143
CGA
6774
Channing Global Advisors
Florida
$156M +$11.9M +8% 47
NAM
6775
NewGen Asset Management
Ontario, Canada
$156M -$3.64M -2% 39