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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
S
6901
Steadtrust
Texas
$148M +$20.4M +16% 22% 128 17.97%
AWM
6902
Allen Wealth Management
North Carolina
$148M +$4.54M +3% 6.07% 62 12.9%
SFG
6903
Somnio Financial Group
Connecticut
$147M +$7.75M +6% 4.91% 13 0%
HCM
6904
Helios Capital Management
Singapore
$147M +$17.5M +13% 7.54% 37 10.81%
NL
6905
NDWM LLC
California
$147M +$10.8M +8% 6.08% 34 8.82%
EP
6906
Elkhorn Partners
Nebraska
$147M +$9.8M +7% 9.88% 32.2% 40 15%
SM
6907
Soapstone Management
Maryland
$147M -$3.36M -2% 8.89% 30.3% 17 35.29%
1IA
6908
1620 Investment Advisors
Massachusetts
$147M +$6.26M +4% 7.15% 68.9% 710 12.68%
PIP
6909
PB Investment Partners
California
$147M +$234K +0.2% 2.48% 81.1% 8 0%
PAM
6910
Pacific Asset Management
Washington
$147M +$23M +18% 7.6% 65 13.85%
RFA
6911
Reyes Financial Architecture
California
$147M +$31.3M +27% 12.1% 326 22.39%
AFA
6912
Antonelli Financial Advisors
Michigan
$147M +$8.68M +6% 8.64% 48 8.33%
SWM
6913
Sagace Wealth Management
Florida
$147M +$13.4M +10% 4.53% 73 26.03%
SC
6914
Settian Capital
New York
$147M +$5.25M +4% 4.48% 62.5% 23 0%
ZC
6915
Zeit Capital
Colorado
$147M +$7.23M +5% 5.83% 51.6% 28 3.57%
CWR
6916
Chico Wealth RIA
California
$147M +$20.7M +16% 7.3% 74.7% 39 30.77%
WAM
6917
Wernau Asset Management
Massachusetts
$147M +$3.23M +2% 12.1% 49 6.12%
AIA
6918
Accelerate Investment Advisors
California
$147M +$12.6M +9% 6.93% 126 12.7%
AAG
6919
Accordant Advisory Group
Maryland
$147M +$12.7M +9% 16.5% 185 21.62%
PAS
6920
Parsonex Advisory Services
Colorado
$147M +$27M +22% 7.71% 105 13.33%
ADBIC
6921
A.D. Beadell Investment Counsel
Wisconsin
$147M +$15.7M +12% 13.3% 74.9% 98 16.33%
AUIM
6922
Aegon USA Investment Management
Iowa
$147M +$13.3M +10% 4.01% 39.9% 45 4.44%
HWM
6923
Horizons Wealth Management
North Carolina
$147M +$6.53M +5% 4.42% 23% 182 8.24%
CWA
6924
CogentBlue Wealth Advisors
Tennessee
$147M +$16.2M +12% 8.34% 79 11.39%
BF
6925
Baring Financial
Washington
$147M +$12.8M +10% 7.47% 67 1.49%