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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
FI
6901
FWG Investments
Kentucky
$157M +$397K +0.3% 2.89% 125 17.6%
PWA
6902
Providence Wealth Advisors
Illinois
$157M -$2.74M -2% 1.59% 112% 89 12.36%
LW
6903
Livet Wealth
Utah
$157M -$5.04M -3% 0.41% 129 19.38%
CF
6904
CDC Financial
Illinois
$157M -$56.4M -26% 5.78% 56 41.07%
HEM
6905
Henson-Edgewater Management
Ohio
$157M -$12M -7% 5.17% 67 4.48%
SR
6906
Syntax Research
Florida
$157M -$4.99M -3% 3.4% 42.9% 180 7.22%
BRWM
6907
Blue Rock Wealth Management
North Carolina
$157M -$3.84M -2% 3.21% 113 15.93%
SF
6908
Seros Financial
Arizona
$157M -$13.4M -8% 2.04% 67 22.39%
AC
6909
AlpenGlobal Capital
California
$157M 8.3% 36
EP
6910
Elkhorn Partners
Nebraska
$157M -$1.25M -0.8% 1.44% 32.2% 59 33.9%
TPBG
6911
Turning Point Benefit Group
Maryland
$157M -$34.4M -18% 2.32% 849 89.05%
CFG
6912
Certior Financial Group
Pennsylvania
$157M +$8.96M +6% 1.25% 145 19.31%
IWM
6913
IMG Wealth Management
Florida
$157M -$595K -0.4% 0.8% 629 26.39%
BIO
6914
Blue Investment Opportunities
Florida
$157M -$11M -7% 0.67% 1 0%
AWL
6915
AFFINITY WEALTH LLC
Ohio
$157M +$10.6M +7% 2.01% 82 75.61%
AWA
6916
AmeriServ Wealth Advisors
Pennsylvania
$157M -$15.4M -9% 2.41% 62 9.68%
CAP
6917
Columbia Advisory Partners
Washington
$157M +$9.88M +7% 1.1% 63.7% 107 29.91%
ADBIC
6918
A.D. Beadell Investment Counsel
Wisconsin
$157M +$2.63M +2% 6.47% 74.9% 108 15.74%
FNBOH
6919
First National Bank of Hutchinson
Kansas
$157M -$14.1M -8% 1.07% 121% 99 25.25%
DIS
6920
Diversified Investment Strategies
Louisiana
$157M +$4M +3% 9.11% 86% 56 12.5%
CC
6921
Cultivar Capital
Texas
$156M +$266K +0.2% 4.45% 50 22%
LAM
6922
Lakewood Asset Management
Illinois
$156M -$13.8M -8% 3.19% 65.3% 112 10.71%
CMP
6923
Christine Messmer PC
Pennsylvania
$156M +$3.07M +2% 0.13% 84 10.71%
HAM
6924
Harber Asset Management
North Carolina
$156M -$82.1M -34% 10.4% 63.6% 49 51.02%
CPA
6925
Compass Planning Associates
Massachusetts
$156M +$12M +8% 0.75% 31 6.45%