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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
PWA
6951
Principia Wealth Advisory
Texas
$160M +$14.9M +10% 4.66% 1,053 11.68%
PMSA
6952
Patrick M. Sweeney & Associates
Illinois
$160M +$5.19M +3% 3.97% 164 6.1%
AIMU
6953
Allianz Investment Management US
Minnesota
$160M -$2.52B -94% 1.94% 7.58% 65 55.38%
CNTOF
6954
Canandaigua National Trust of Florida
New York
$160M +$33.6M +27% 8.38% 132 21.97%
TIAM2
6955
Tru Independence Asset Management 2
Oregon
$160M +$7.67M +5% 1.86% 94 17.02%
MW
6956
Members Wealth
Pennsylvania
$160M +$1.79M +1% 1.57% 117 20.51%
GIS
6957
Graphene Investments SAS
France
$160M +$1.4M +0.9% 6.56% 86.5% 46 8.7%
BWLSA
6958
Blue Water Life Science Advisors
California
$159M +$49.7M +45% 32.2% 503% 9 22.22%
MFFIA
6959
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$159M -$7.37M -4% 2.95% 136% 82 6.1%
HF
6960
Holcombe Financial
Georgia
$159M +$16M +11% 2.58% 49 16.33%
LWM
6961
Lifetime Wealth Management
Texas
$159M 3.11% 89
RWS
6962
Rochester Wealth Strategies
Michigan
$159M +$6.43M +4% 1.59% 24 8.33%
GWA
6963
Gutierrez Wealth Advisory
Arkansas
$159M +$2.84M +2% 1.5% 65 10.77%
FFWA
6964
Forthright Family Wealth Advisory
Texas
$159M -$3.56M -2% 2.33% 59 25.42%
MSF
6965
Mustard Seed Financial
Arkansas
$159M +$3.52M +2% 1.71% 95 12.63%
SRL
6966
Scientech Research LLC
New Jersey
$159M -$128M -45% 11.4% 888 84.12%
TTIC
6967
Tower Trust & Investment Company
Iowa
$159M +$10.4M +7% 3.18% 206 8.74%
HCM
6968
Hillman Capital Management
Maryland
$159M -$12.9M -8% 4.1% 20.2% 56 5.36%
ACM
6969
Alcosta Capital Management
California
$159M -$26.8M -14% 4.59% 175% 33 48.48%
CCM
6970
Crew Capital Management
Ohio
$159M +$9.41M +6% 2.69% 104% 118 8.47%
CCA
6971
Cooper Capital Advisors
California
$159M +$4.05M +3% 3.27% 45 11.11%
GFM
6972
GEN Financial Management
Minnesota
$159M +$42.8M +37% 1.69% 49 14.29%
XC
6973
XY Capital
Hong Kong
$159M -$31.1M -16% 9.33% 52.8% 315 64.76%
CCW
6974
Coastline Complete Wealth
South Carolina
$159M 2.34% 50
IPWA
6975
International Private Wealth Advisors
California
$159M -$151K -0.1% 1.2% 173 12.72%