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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
CCM
6851
Chicago Capital Management
Illinois
$136M -$24.9M -15% 17.5% 295% 51 43.14%
SFG
6852
Synergy Financial Group
California
$136M +$24.4M +22% 22.8% 126% 113 5.31%
WOSD
6853
WFA of San Diego
California
$136M 5.53% 427
HWA
6854
Heritage Wealth Architects
Minnesota
$136M +$32.9M +32% 7.04% 55 47.27%
SRSA
6855
S.R. Schill & Associates
Washington
$136M +$10.3M +8% 5.36% 36.7% 32 28.13%
1WM
6856
1858 Wealth Management
Ohio
$136M +$17.5M +15% 19.2% 131 21.37%
NJIM
6857
Nabity-Jensen Investment Management
Nebraska
$136M +$9.69M +8% 9.83% 70 8.57%
AAS
6858
AdviceOne Advisory Services
Connecticut
$136M +$13M +11% 10.3% 35 17.14%
HLA
6859
Hamilton Lane Advisors
Pennsylvania
$135M +$19.2M +16% 13% 187% 18 44.44%
BWA
6860
Babb Wealth Advisors
Arizona
$135M +$10.6M +9% 7.12% 20 15%
ICM
6861
Indaba Capital Management
California
$135M -$31.2M -19% 0.43% 66.7% 11 9.09%
FWM
6862
FMA Wealth Management
Massachusetts
$135M +$4.96M +4% 5.98% 46 23.91%
FPWM
6863
Five Pine Wealth Management
Idaho
$135M +$12.3M +10% 7.09% 41 9.76%
RCA
6864
Roberts Capital Advisors
Colorado
$135M +$21M +18% 22.7% 84 8.33%
APW
6865
Aurora Private Wealth
New Jersey
$135M +$9.91M +8% 10.4% 174 20.69%
CBOR
6866
Community Bank of Raymore
Missouri
$135M +$11.3M +9% 10.2% 68.3% 74 5.41%
MAMG
6867
Milestone Asset Management Group
Connecticut
$135M +$24.4M +22% 12.1% 103 10.68%
MPIA
6868
Milestones Private Investment Advisors
New York
$135M 7.94% 119
FIG
6869
FSA Investment Group
Florida
$135M +$17.6M +15% 8.61% 26 34.62%
BCM
6870
Basso Capital Management
Connecticut
$135M +$17.5M +15% 7.52% 69.5% 81 16.05%
CFG
6871
Copley Financial Group
California
$135M +$4.22M +3% 6.91% 108 12.96%
MAMHA
6872
MY.Alpha Management HK Advisors
Hong Kong
$135M -$66.3M -33% 14.6% 261% 25 68%
GFG
6873
Grantvest Financial Group
New Jersey
$135M +$11.4M +9% 5.42% 142 12.68%
CSI
6874
Cross Staff Investments
New York
$135M +$2.14M +2% 6.47% 81.2% 131 8.4%
WCM
6875
Washington Capital Management
Washington
$135M +$10.6M +9% 8.97% 76.9% 129 25.58%